Refer a friend and earn Baseplan credit
Who can use this
- Available to:
- Owners of active Free, Plus or Business workspaces
- Reward:
- £75 in non-cash Baseplan credit for each eligible new customer
- Referral window:
- 90 days from link visit to an eligible paid subscription invoice
- Qualification:
- 14 days in good standing after the eligible payment
Recommend Baseplan to someone who would genuinely find it useful. Referrals are tracked at workspace level, so the link, progress and any credit stay with the workspace rather than the owner who shared it.
How the referral programme works
Each workspace has a stable referral link. When a new customer follows it, signs up and pays an eligible subscription invoice within 90 days, the referral moves into a 14-day qualification period.
After qualification, £75 is added to the referring workspace’s credit. There is no fixed reward cap, but every recommendation must meet the programme rules.
Track referrals and credit
Activity shows the dates and status for each referral without revealing the customer’s name or email address.
Read the credit summary
Available is credit ready for a future invoice. Pending is still within the qualification period. Total earned is all credit this workspace has earned, including credit already used.
Check Activity
Use Joined, Subscribed and Status to follow a referral from signup through qualification to earned credit.
The activity table shows progress while keeping customer identities private. Understand status changes
If a status changes to Reviewing or Not eligible, use the table below to see what it means and whether credit is affected.
Referral status meanings
Read the status and credit columns together to see whether a referral is waiting, earned or closed.
| Status | What it means | Credit |
|---|---|---|
| Signed up | A new account was attributed to your link | Not yet pending |
| Pending until a date | An eligible payment is in the 14-day qualification period | Shown as pending |
| Earned | The referral completed qualification | Added to total earned |
| Reviewing | Baseplan is checking eligibility or delivery | Held until the review is complete |
| Not eligible | The referral did not meet a programme requirement | No credit |
| Expired | The 90-day referral window ended before an eligible payment | No credit |
How credit is applied
Earned referral credit is non-cash Baseplan credit, denominated in GBP. It applies automatically to a future eligible invoice for the referring workspace. Any unused balance rolls forward.
Credit cannot be withdrawn, transferred to another workspace or exchanged for cash. If a Free workspace earns a reward, Baseplan keeps it ready until that workspace has a billing customer on a paid plan.
Eligibility checklist
A recommendation normally qualifies when all of the following are true:
- The referred person is a genuinely new Baseplan customer.
- They visited your valid link before creating the account, and no earlier valid referral already applies.
- An eligible non-zero Baseplan subscription invoice is paid within the 90-day referral window.
- The subscription stays active and the qualifying payment is not refunded or disputed during the 14-day qualification period.
- The referral is not a self-referral, duplicate, fraudulent or otherwise outside the programme terms.
Important referral timings
These dates show where a referral is in the 90-day attribution and 14-day qualification timeline.
| Stage | Window | What happens next |
|---|---|---|
| Link visit | 90 days | The new customer must sign up and make an eligible payment |
| Eligible payment | 14 days | The payment and subscription must remain in good standing |
| Qualification complete | After 14 days | £75 is added to total earned and prepared as workspace credit |
| Unused credit | Rolls forward | It applies automatically to a later eligible invoice |
Frequently asked questions
No fixed cap applies. Every referral must independently meet the programme requirements.