Before you begin
Make sure you have already added your product to Refairn. Each program is attached to one product, and the product record is the anchor for all attribution, SLA tracking, and commission calculation. If you have multiple products, create a separate program for each.Creating a program
Open the Programs section
From your business dashboard, navigate to Programs and click Create program. You will be prompted to select the product you want to attach this program to.
Fill in the program details
Complete the core program fields. These fields define how your program appears to agents and set the baseline expectations for participation.
| Field | What to enter |
|---|---|
| Program name | A short, clear name agents will recognise — e.g. “Referral Partners Q3” or “Support Agents — Starter Plan”. |
| Product attached | The Refairn product record this program applies to. One program = one product. |
| Description | A plain-language summary of what the program offers and who it is for. Agents see this before they apply. |
| Agent eligibility requirements | Any conditions an agent must meet to join — e.g. minimum audience size, industry background, geographic location, or prior SaaS sales experience. |
Configure referral commission
Referral commission is paid once when an agent’s referred contact converts to a paying customer. Set the commission type and value that apply to this conversion event.
- Type: Percentage of the first payment, or a flat fixed amount.
- Value: The rate or amount (e.g. 20% or $50).
Referral, recurring, and support commissions are three separate line items with independent rules. Changing or removing one commission type never affects the others. An agent who loses support access continues earning any referral or recurring commissions they are owed.
Configure recurring commission
Recurring commission rewards agents for the ongoing value of customers they brought in. It is paid on each subsequent billing cycle for a defined duration.
Example: A 10% recurring commission for 12 months on a 9.90 each month for up to 12 months — a total of up to $118.80 per customer.
- Type: Percentage of each renewal payment, or a flat fixed amount per cycle.
- Value: The rate or amount.
- Duration: How long the agent keeps earning on each customer.
| Duration option | What it means |
|---|---|
| One-time only | No recurring commission; only the referral event is rewarded. |
| 3 / 6 / 12 / 24 months | Recurring commission paid for the defined period after first payment. |
| While customer is active | Commission continues as long as the customer stays subscribed. |
| While agent is assigned | Commission continues only while the agent retains their role in the program. |
| Lifetime | Commission continues indefinitely regardless of agent status. |
Configure support commission
Support commission is only relevant if you plan to allow certified agents to handle customer support. It is paid separately from referral and recurring earnings and is tied to the agent’s active support role.
- Type: Percentage of the customer’s monthly billing, or a flat fixed amount per month.
- Value: The rate or amount.
Enable or disable support mode
The Support mode toggle controls whether certified agents in this program can be assigned to handle customer support tickets.
- Enabled: Agents who complete your training and pass certification can request support eligibility. Once approved, they can be assigned customers and earn support commission.
- Disabled: This program is referral-only. No agent in the program can handle support tickets, regardless of their certification status.
Set payout frequency and hold period
Choose how often you want to process commission payments and how long earned commissions are held before becoming payable.
| Setting | Options |
|---|---|
| Payment frequency | Weekly, biweekly, or monthly. |
| Payout threshold | The minimum balance an agent must accumulate before a payout is triggered (e.g. $20). Prevents micro-payments on small balances. |
| Commission hold period | The number of days between a commission being earned and it becoming payable. Default is 14 days. This window protects you against refunds and chargebacks before money leaves your account. |
During the hold period, a commission shows the status Approved in the ledger. Once the hold period expires without a reversal, it moves to Earned and then advances to Payable — eligible for disbursement — once the agent’s balance meets the payout threshold.
Configure refund, chargeback, and termination rules
Define what happens to commissions when a customer refunds, a chargeback is filed, or an agent is terminated.
- Refund/chargeback rules: Whether commissions are automatically reversed if a customer refunds within a defined window, or whether reversals require manual review.
- Agent conflict policy: Controls how agents in this program may relate to competing products. See Agent Management for conflict mode details.
- Termination rules: The conditions under which an agent may be removed from the program. Termination for fraud or breach is permanent and irreversible.
Save and generate your enrollment link
Once you save the program, Refairn automatically generates a unique enrollment link:Share this link anywhere you recruit agents: your website, your community, direct outreach, or social media. Agents who click the link are taken directly to your program application. You review and approve every application before any agent gains access to your resources or can earn commissions.
Program field reference
The table below is a complete reference for every configurable field in a Refairn program.| Field | Description |
|---|---|
| Program name | Identifies the program to agents and within your dashboard. |
| Product attached | Links all attribution and commission events to a specific product record. |
| Description | Agent-facing overview of the program’s purpose and terms. |
| Agent eligibility requirements | Free-text criteria displayed to applicants before they apply. |
| Referral commission type | Percentage or fixed amount paid on first customer payment. |
| Referral commission value | The rate or dollar amount for referral events. |
| Recurring commission type | Percentage or fixed amount paid on each renewal. |
| Recurring commission value | The rate or dollar amount for recurring events. |
| Recurring commission duration | How many billing cycles the recurring commission applies. |
| Support commission type | Percentage or fixed amount for active support work. |
| Support commission value | The rate or dollar amount for support events. |
| Support mode | Enables or disables support access for certified agents in this program. |
| Payment frequency | How often commission payouts are processed: weekly, biweekly, or monthly. |
| Payout threshold | Minimum payable balance required before a payment is sent. |
| Commission hold period | Days between a commission being earned and becoming payable. Default: 14 days. |
| Refund/chargeback rules | Automatic or manual reversal of commissions on refunds. |
| Agent conflict policy | Open, Disclosed, Category-Restricted, or Exclusive. |
| Termination rules | Conditions that constitute a serious breach and trigger permanent removal. |
Next, learn how to recruit agents and manage their applications in Agent Management.