Referrals

4 min readUpdated
Summarise

What it does

Invite friends to Nautis with your personal referral code. When someone you referred subscribes to a plan, you earn credits you can put toward the first subscription payment of an organization you run. The page shows your code, your credits, and everyone you've referred.

Who can use it

  • Anyone with a Nautis account. Your code and credits belong to you personally, not to your organization.
  • Applying credits to a payment requires being an Owner or Admin of the organization, and that organization must not already have a subscription.
  • Channel partners use the Partner Dashboard instead of this page.

Where to find it

Click your avatar in the top-right corner and choose Referrals. The page has two tabs: Dashboard and History.

If you don't see Referrals in the menu, the program may be paused.

Step by step

Share your code

  1. Open the Dashboard tab. Your Referral Code shows your code.
  2. Click Copy to copy it, then send it however you like.
  3. Your friend enters it when signing up: they click Have a coupon code? on the sign-up page and type it into Coupon code.
Step by step

Invite a friend by email

  1. On the Dashboard tab, click Invite.
  2. In the Invite a Friend dialog, type their address into Friend's Email.
  3. Click Send Invitation. They get an email with a sign-up link, and your code fills in for them.
Step by step

Track your credits

The four cards at the top of the Dashboard tab show:

  • Total Credits — what you've earned from confirmed referrals.
  • Available Credits — what you can still spend.
  • Referrals Sent — people you referred who have signed up.
  • Pending Referrals — people who have signed up but haven't subscribed yet.

The How it works section shows the current reward. You also get an email when a confirmed referral adds credits to your account.

Step by step

Check your referral history

  1. Open the History tab.
  2. Filter with the status dropdown: All Statuses, Pending, Confirmed, Expired, or Cancelled.
  3. Each row shows the Recipient, Date, Status, and Reward. "Not registered yet" means you invited them but they haven't signed up.
  4. Use Previous and Next to move through longer lists.
Step by step

Use your credits

  1. Open your organization, then its Plan & Billing tab.
  2. If you have credits and the organization has no subscription yet, a banner says "You have $X in credits". The Apply credits switch starts on.
  3. Choose your plan and complete checkout. Depending on how you pay, one of these happens:
    • The credits reduce your first subscription payment.
    • For payments in rupees, you're charged the full amount, then "refunded your credit value within minutes". The banner shows the rupee estimate.

Turn Apply credits off to save your credits for later.

Tips & limits

  • The reward amount is set by Nautis and can change. The amount that applies to you is shown under How it works and in Terms & Conditions on the Dashboard tab.
  • Credits are held in US dollars.
  • Read Terms & Conditions on the Dashboard tab for rules on expiry and eligibility.
  • You can send up to 10 email invitations an hour.
  • You can't invite someone who already has a Nautis account: "This user is already registered."
  • You can't invite the same person twice while they haven't signed up: "You've already invited this person."
  • A maximum number of referrals may apply: "You have reached the maximum number of referrals allowed."
  • Referrals Sent only counts people who signed up. The History tab also lists people you invited who haven't.
  • When the program is paused, you'll see Referral Program Paused, and Copy and Invite are disabled. "Your existing credits and referral history are still available below."

Frequently asked questions

When do I get my reward?

The referral stays Pending after your friend signs up. It becomes Confirmed, and your credits are added, when they subscribe to a plan.

My friend signed up but it still says Pending. Why?

Signing up isn't enough. The reward comes when they subscribe, so it stays Pending until then.

Are referral credits the same as AI credits?

No. Referral credits are a dollar amount toward a subscription payment. AI credits pay for AI features, and they're covered in AI credits & usage.

I already have a subscription. Can I use my credits?

The Apply credits banner only appears on an organization with no subscription yet, so you can't apply them to a subscription you're already paying for.

Do my credits move with me between organizations?

Yes. Credits belong to your account, so you can apply them on any organization where you're an Owner or Admin and there's no subscription yet.

Why are Copy and Invite greyed out?

The referral program is paused. It "is currently closed and will be back soon". Your credits and history stay available.

Still need help?

Our team answers every message. Already a customer? Open a support ticket from inside Nautis.