Refer a Friend

Earn Account Credit When Your Referrals Subscribe

If you're already a Doclio user and you know another team, builder, or consultant who'd benefit from Doclio, you can refer them and earn account credit toward your own subscription. This is Doclio's in-house referral program — separate from the public Affiliate Program, and available to every Doclio account by default.

How It Works

1. Opt in. Open Settings → Referrals in the app and click Get My Referral Link. Doclio generates a unique referral code and share link for you.
2. Share your link. Send it to anyone who might benefit — email, Slack, WhatsApp, a site team chat, wherever. Sharing a project counts too: when someone you've shared a project with goes on to create their own account, the referral is linked to you automatically.
3. They get 50% off. When someone uses your link to create an account and starts a paid plan, they get 50% off their first invoice and the referral is tracked against your account.
4. You get rewarded. Once their payment confirms, $10 of account credit is added to your Doclio organisation — applied automatically against your next invoice. If you're on the free Starter plan (no invoices to credit), you receive 200 AI credits instead, added straight to your balance. You'll get an email when it lands.

Tracking Your Referrals

The Referrals tab in Settings shows:

• Total Referrals — everyone who has ever signed up via your link
• Credit Earned — total credit already applied to your account
• Pending — credit waiting on a referral's first paid invoice to clear
• Your Referrals table — one row per referral showing their organisation, plan, status, and signup date

Rules and Limits

• Credit is capped at $120 per year per referring account (12 referrals). Only new subscriptions count toward the cap — your referrals' renewals don't.
• You cannot refer yourself — signing up a second account with your own link earns no credit.
• Rewards only accrue when the referred account starts a paid subscription. Free-tier signups don't earn a reward (they may later if the account upgrades). Referrers on the free plan do earn — they receive the AI-credit reward instead of invoice credit.
• If the new subscriber arrived through an Affiliate Program partner link, the affiliate attribution takes precedence and the referral credit doesn't apply — one reward per conversion.
• Refunds or chargebacks on a referred account will reverse the corresponding credit.

Want Bigger Commissions?

The in-house referral program is designed for Doclio users recommending it to peers. If you run a content site, YouTube channel, consulting practice, or otherwise drive sustained traffic, apply to the public Affiliate Program instead — recurring cash commissions instead of account credit.

Share your referral link from Settings → Referrals

Generate a link from Settings → Referrals to share with your network