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How does the referral program work?

Learn how to earn rewards by sharing AutoNotes with our simple Referral Program. Start saving on your subscription today!

Welcome to the AutoNotes Referral Program! This initiative provides a fantastic opportunity for you to share the benefits of AutoNotes with friends and colleagues while enjoying some rewards yourself. Here’s a detailed guide on how our referral program works, helping you make the most of this opportunity.

Getting Started

Once you subscribe to AutoNotes, you become eligible to participate in our referral program. As part of the program, you will receive a unique referral link, which is your key to earning rewards.

You can access the Refer & Earn program in either of two ways:

  • Click your profile menu in the bottom-left corner of AutoNotes, then select Refer & Earn.

  • Or, from the Home dashboard, click the Refer & Earn card on the right side.

Both options open the same referral page.

How It Works

  1. Send an Invitation

    • Enter your colleague's first name, last name, and email address, then click Send Invite.

    • Or, copy your personal referral link and share it however you'd like.

  2. Your Colleague Subscribes

    • When they sign up using your referral link, they'll receive 25% off their first AutoNotes plan.

  3. Earn Cashback

    • After your colleague subscribes, you'll earn 25% Cashback based on their total spend during their first billing cycle.


Send an Email Invitation

To invite someone directly from AutoNotes:

  1. Enter your colleague's:

    • First name

    • Last name

    • Email address

  2. Click Send Invite.

You can click Add another to invite multiple colleagues at once.


Share Your Referral Link

Prefer to send the invitation yourself?

Click Copy Link next to Your referral link, then share it through email, text, social media, or any messaging platform.

Anyone who signs up using your referral link will be associated with your referral.


Estimate Your Rewards

The What could you earn? calculator lets you estimate your potential cashback based on:

  • The number of colleagues you refer.

  • The plan they purchase.

  • Whether they choose monthly or yearly billing.

Adjust these options to see an estimated Cashback amount before sending your invitations.

Note: Cashback is earned after your referred colleague subscribes using your referral link and completes their first billing cycle.

Tips for Successful Referrals

  • Personal Touch: When sharing your referral link, add a personal note explaining how AutoNotes has benefited your practice, offering a genuine insight into your positive experience.

  • Follow-Up: Don’t hesitate to follow up with your contacts to inquire if they need more information about AutoNotes, fostering a higher conversion rate.

  • Social Proof: Share testimonials or case studies showcasing the effectiveness of AutoNotes to give your referrals a deeper understanding of the value it offers.

The AutoNotes Referral Program is designed to be straightforward and rewarding. By simply sharing your unique referral link, you can help others discover the benefits of AutoNotes while earning credits that reduce your subscription costs. Start sharing today and watch as both your referrals and rewards accumulate!

If you have any questions or need further assistance with our Referral Program, please don’t hesitate to contact our support team. Happy referring!

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