Set up and share your referral codes

• The account owner, and team members whose role includes managing referrals, can create codes, send invites, and edit, archive or delete codes.
• View-only team members can open the page, see every code and referral, and copy codes and links. New Code, Invite by email and the edit controls don’t appear for them.
• Technicians don’t have a Referrals page.

Codes belong to your business rather than to the person who created them, so everyone on the team works with the same codes.

CleanOps checks the form when you select Create code, not while you type. If something needs fixing, a message appears under the field and nothing is saved:

• Label can be up to 100 characters.
• Code must be 8 letters or digits, without 0, O, 1, I or L. Each code can exist only once — if yours is taken, you’ll see has already been taken.
• Redemption limit must be a whole number from 1 up to the maximum shown under the field.
• Expiry date can’t be in the past.

When you create a code, leave Code blank and CleanOps generates one, or leave Redemption limit blank to get the maximum. Letters you type are saved in capitals.

CleanOps sends the email for you. It names your business, includes your note, shows your referral code, and has a Get started button that opens signup with the code filled in. It also carries CleanOps’ postal address, the web address of the program terms, and an unsubscribe link.

• Links in your note are removed before the email is sent, so keep the note to plain words.
• Each email address can be invited once. Inviting it again shows That address was already invited.
• Your business can send 10 invites a day, shared across your team. After that you’ll see You’ve sent today’s 10 invites. Try again tomorrow.
• Invite by email at the top of the page appears only while you have at least one active code, and inside a code only while that code is Active — not once it’s exhausted, expired or archived.

When they open your link, CleanOps signup opens with your code already in the Referral code box under Have a referral code? If you gave them the code instead, they type it into the same box. They finish signing up as usual — with a password, or with Sign up with Google or Sign up with Apple, which keep the code.

Their free time is applied after their first paid month, never at signup.

If the code can’t be used, signup says why and waits until they correct or clear it:

• That referral code doesn’t exist. Check the code and try again.
• That referral code is no longer active. — the code was archived.
• That referral code has reached its limit. — the code is used up.
• That referral code has expired.

After several wrong codes in a row, signup asks them to wait a minute before trying again.

Every referral has one of three statuses:

• Signed up — they’ve created their account but haven’t completed their first paid month.
• Qualified — their first paid month has cleared, which is what earns your reward. See track referrals and claim rewards.
• Not qualified — the referral doesn’t count, for example when a business refers itself.

To see one code on its own, select Manage on its card. The Referrals list there shows only the businesses that used that code, and the Status card shows its Uses, how many are Remaining, when it Expires, and the date of the Last referral.

Narrow that list with Date, Status or Search; the Date and Status buttons show what you’ve applied. A code nobody has used yet reads No referrals yet. Businesses that sign up with this code appear here.

Each code card shows its status:

• Active — the code can be used.
• Exhausted — it has reached its redemption limit. Raise the limit to make it active again; a code already at the maximum can’t go higher, so create a new code instead.
• Expired — its expiry date has passed.
• Archived — you’ve retired it.

Use the All statuses filter to show only the statuses you tick, and Search codes to find a code by its label or the code itself. If nothing matches, you’ll see No matching codes. Try a different search or filter. Before you’ve created a code, the list reads No referral codes yet. Create one and share it with other business owners.

CleanOps can pause the referral program. While it’s paused, a notice at the top of the Referrals page reads The referral program is paused. Codes won’t attribute new signups until it’s back on.

• You can still create and edit codes.
• Invite by email is hidden.
• A business that signs up with your code sees Referral codes aren’t being accepted right now. They can still sign up, but they aren’t linked to your code.
• The referrals you already have stay in your list.

The full rules — who’s eligible, how rewards are calculated, when a referral qualifies, and what isn’t allowed — are in the Referral Program Terms. Select Program terms at the bottom of the Referrals page, under Share your code, or in the invite form.