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Agency referral FAQ

FAQ for agency partners regarding referrals and our previous Partner Program

Tim Peckover avatar
Written by Tim Peckover
Updated over a week ago

Thank you so much for your interest in sharing Smile with your clients! Here are some frequently asked questions from some of our existing agency partners that should help.

*For partner agencies with a Smile PartnerStack account (prior to July 1, 2021):

How do I make a referral?

It's easy! Details here.

Who can I introduce my clients to at Smile?

If your clients have questions, you can have them email us directly at This will give them access to our entire merchant experience team, including our Live Chat team. Feel free to share our demo video as well so they can see Smile in action.

Can I still send over leads to Smile?

Yes, however, we won't be tracking leads so in order to claim your referral reward (i.e. commission), you'll need to follow-up with us after your client has subscribed to a paid plan with Smile.

I'm interested in a monetary reward for my referral. How much should I invoice Smile for my commission?

Your monetary reward / commission is equal to the full 1 month subscription fee of your client. For example, if your client subscribes to our Plus Plan ($999/mo) after 3 months of being subscribed, you can invoice Smile for a one-time payment of $999

*Details on how to invoice Smile here.

How often can I invoice for my referral commission?

For each client you refer, you can only invoice once for your commission after your client has been subscribed for 3 months. Invoices must be received within 12 months of your client subscribing.

*Details on how to invoice Smile here.

Will there be a tracking link I can just post to my website?

At this time, we do not have a tracking link you can use.

* For partner agencies with a Smile PartnerStack account (prior to July 1, 2021)

I forgot to log my referrals in PartnerStack. Can I still receive my commission?

We'd be happy to look into honoring recent referrals (within 3 months) under our new program. Contact us at to discuss.

None of my referrals have gone through but I know some have subscribed. How do I get my commission?

You can invoice us for any referrals who have been subscribed for at least 3 months. Through our new referral program, you'll be able to choose between giving your client 1 month free of their subscription OR you can invoice us to receive the monetary equivalent as a commission.

Please follow the invoice guidelines if you choose to invoice us for your referral commission.

Can I get a list of referrals who haven’t subscribed yet?

If your clients signed up through your PartnerStack referral link, we can pull a list for you to reach out. Just email us at to let us know.

Unfortunately, if they didn't sign-up through your referral link we wouldn't have a way to identify who you referred. 😞

For my existing referrals in PartnerStack, will I continue to receive my recurring monthly commission?

No. Due to the fact that we are moving away from PartnerStack and will no longer be using their platform for referrals and commission payments.

We thank you for being a foundational part of our evolving partner program, and we hope you like the new program as much as your clients will! 😄

What's next?

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