This guide is for Breathe Partners
In this guide, we will walk you through the benefits of using your Referral Link to set up referral clients and all the details on the referral process
Benefits of using your referral link:
Lead generation - you'll see the name of the client account in your hub and be able to offer to help them with their Breathe account
Growing client base in a low-touch way
Opportunity to offer Breathe implementation or set-up service
Future retainer/project work possibility
Potentially earn a commission for referred accounts
The client is billed by Breathe directly - you don't need to get involved with those clients who are not reliable in terms of payment
The Referral Process
1, Your referral link can be found within your Partner Hub, under the 'Referrals' tab, then click Client Referrals.
2, Copy the Referral link code and share it with your client when they're ready to sign up for their 14-day free trial.
When they click the link, and fill in their details on the sign-up page, the newly created trial will commence and appear in your client list.
After the trial is created, they can ask for Breathe's assistance if they require a demo or technical help or they can enable you to access their account and set up their account or help with implementation
The client can enable access to their account for you so you can view it via your hub. Send them the guide linked below and their admin user can follow the steps to enable partner access...
Please note: Any changes made by a partner to a referral client's account will be recorded as adjustments by the admin of the account.
The referral client retains control over:
Plan size changes
Billing adjustments
Purging user data
Adding/removing chargeable modules
Assigning finance permissions (for regular accounts and above)
We're here to help
Any further questions? Simply drop us a message using the messaging feature at the bottom right of your screen