Create your business account
Go to refairn.com/signup and select Business when prompted to choose your account type. Fill in your name, work email, and a password, then confirm your email address.After confirmation, you land in the business dashboard. This is your workspace — everything you create here is scoped to your account and never visible to other businesses on the platform.
Add your product
From the dashboard, select Products → Add product. Fill in the following fields:
- Product name — the exact name you want agents and customers to see.
- Description — a concise summary of what the product does and who it is for. Agents use this to qualify prospects.
- Product URL — the canonical URL of your product or marketing site.
- Pricing model — choose from one-time, subscription (monthly or annual), or usage-based. This affects how recurring commissions are calculated.
- Category — select the closest match from the list (e.g., CRM, DevTools, Analytics). This helps agents who browse available programs find your product.
Create a partner program
Select your product and click Create program. Give the program a name — something descriptive like “Acme SaaS Growth Program Q3” works well — then configure the following settings:Commission rulesSet the three commission levers for this program:
You can raise or lower any of these values. Changes apply to new agent enrollments; agents already active in the program retain the terms they enrolled under.Support modeToggle Support mode on if you want certified agents to handle customer support tickets inside Refairn. Leave it off if you are running a referral-only program. You can enable support mode later without disrupting existing referral tracking.Payout frequency and attribution windowSet how often you confirm payouts (weekly, biweekly, or monthly) and the attribution window — the number of days after a prospect first clicks an agent’s referral link during which a conversion is still credited to that agent. The default is 90 days.Save and publish the program. It is now visible to agents you invite.
| Commission type | What it covers | Default |
|---|---|---|
| One-time referral | Paid once when a referred customer makes their first verified payment | 20% |
| Recurring referral | Paid each billing cycle for a defined period | 10% for 12 months |
| Support commission | Extra percentage paid on support-eligible revenue | +5% |
The default commission template — 20% one-time referral, 10% recurring for 12 months, and +5% support — is a starting point. Review these numbers against your unit economics before publishing the program. A commission structure that erodes your margins will be hard to walk back once agents are active.
Upload training materials and marketing resources
Navigate to Program → Resources and upload the materials agents need to represent your product accurately:
- Product overview deck — a slide deck or PDF agents can use to introduce your product to prospects.
- Approved messaging guide — approved taglines, value propositions, and claims agents are allowed to make. This is also where you list what agents must not say.
- Objection-handling guide — responses to the most common prospect objections.
- Certification module — a short quiz or checklist agents must complete before they can access support features (if support mode is on).
Invite your first agent
Go to Program → Agents → Invite and choose how you want to bring in your first agent:
- Enrollment link — copy the program enrollment link and share it directly (via email, Slack, LinkedIn, or wherever your agent community lives). Anyone with the link can apply; you still approve or decline each application manually.
- Email invitation — enter the agent’s email address and Refairn sends them a branded invitation with a direct link to your program application.
Approve applications and monitor the dashboard
When an agent applies, you receive a notification and their application appears in Program → Agents → Pending. Review their profile — bio, industry experience, languages, and any certifications from other programs — then approve or decline.Once approved, the agent appears in your active roster and gains access to the program’s resources and their personal referral link. From this point, the dashboard tracks:Review the dashboard at your normal cadence — weekly is typical for early-stage programs — and confirm payouts when commissions pass the hold period and you are satisfied with the underlying customer activity.
- Referral activity — clicks, attributed prospects, and verified customer conversions.
- Revenue — total verified revenue from attributed customers and the commission amount payable to each agent.
- Support activity — ticket volume, response times, and SLA health (if support mode is on).
- Commission ledger — referral and support commissions on separate lines, with hold status and payout readiness clearly shown.
The 14-day commission hold period starts on the date a customer payment is verified. Commissions do not move to payable status until the hold clears. This window exists so you can catch refunds, chargebacks, or disputed payments before funds leave your account. You can extend the hold period per program — you cannot shorten it below 14 days during the beta.
Next steps
Program Setup
Deep-dive into commission templates, attribution settings, support mode configuration, and program versioning.
Agent Management
Learn how to review agent applications, manage certifications, adjust support access, and handle disputes.