Refer a Colleague (Referral Program)

Refer other clinicians to SOAP Note Buddy and you both save. It is built right into your account, with nothing to sign up for.

How it works

• They get 50% off their first month. When a colleague signs up through your link or coupon code, their first month is half price, applied automatically.
• You get 50% off a month for every colleague who subscribes. Each successful referral earns you one 50%-off credit toward a future month.

Where to find your link and code

Your referral link and coupon code live in your account, in three places:

• The website at soapnotebuddy.com/account, under “Refer a colleague.”
• The iOS app, in Settings.
• The Chrome extension popup, in Settings.

You will see two ways to share:

1. Your link (for example soapnotebuddy.com/pricing/?ref=JSPTA1). Copy and share it in a text, email, LinkedIn post, or anywhere else. When someone clicks it and subscribes, the 50% discount is applied for them automatically. No code to type.
2. Your coupon code (for example JSPTA1). Give this to a colleague in person or on a call. They enter it in the coupon field at checkout to get their 50% off.

Both lead to the same reward. The link is easiest for sharing online; the code is handy when you are telling someone about it face to face.

When you actually earn the credit

Your credit is earned once your referred colleague’s 7-day free trial converts to a paid subscription (their first real payment). It is not earned during the trial, so you only get rewarded for colleagues who become real subscribers.

While a referral is still in their trial, your account shows them as “Trialing” so you can see the referral is in progress. Once they convert, it changes to “Active” and your credit is added.

How your credits get used

Your earned credits stack and apply one at a time, one per billing cycle:

• Each credit gives you 50% off one month.
• If you have more than one credit saved up, they are used on consecutive months, one per month, until they run out.
• Credits never expire into cash. They are account credit, applied to your subscription.

Note: Because each invoice can only carry one discount, two credits cannot be combined onto the same month. Two referrals give you 50% off two separate months, not one entirely free month.

A worked example

Say you refer three colleagues in March, and all three finish their trials and subscribe:

• You now have 3 credits saved up.
• Your April bill is 50% off (one credit used).
• Your May bill is 50% off (second credit used).
• Your June bill is 50% off (third credit used).
• From July on, you are back to your normal rate, unless you have referred more colleagues by then.

Meanwhile, each of those three colleagues got 50% off their own first month.

Who can earn credits

You need an active SOAP Note Buddy subscription to earn and use referral credits, since the credit applies to your own subscription. There is no limit on how many colleagues you can refer.

Common questions

Do I have to sign up for the referral program? No. Every subscriber automatically has a referral link and coupon code waiting in their account.

Can I change my referral code? Yes. You can customize it to something more memorable as long as it is not already taken.

What if my colleague forgets to use my link or code? The discount and your credit only apply when they use your link or enter your code at checkout. If they sign up without it, there is no way to apply it after the fact, so make sure they use it when they sign up.

Is the referral program the same as the affiliate program? No. The referral program is for clinicians referring colleagues and pays in account credit. The separate affiliate program is for creators and influencers and pays cash commission. If you are driving a lot of signups and would prefer cash, contact support about the affiliate program.