If you love using Plannerly and want to share it with your network, this article will walk you through how to do that and how you can get rewarded in the process.
Whether you’re referring someone to use Plannerly for their project work or just inviting them to join one of our free ISO 19650 training programs, you can earn rewards when the people you refer go on to start a paid Plannerly subscription using your personalized referral link.
Let’s break it all down.
Step 1: Get a Free Plannerly Account
Before you can refer anyone, you’ll need a Plannerly app account (not just a student or training login).
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Go to plannerly.com
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Click the Join Free button
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Or log in if you already have an account
This will give you access to the referral dashboard inside the app.
Step 2: Open the Referral Widget in the App
Once you’re logged into the app, look in the bottom-left corner of the screen for the present icon, then click it to open the referral widget.
You’ll land on the Invite tab, which explains the full program.
What You and Your Friends Get
Here’s how it works:
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You get:
Up to $1,000 per referral
You earn 20% of their subscription payments until you reach $1,000 per person
Rewards are earned only when a person you refer starts a paid subscription - free signups do not earn a payout
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They get:
An exclusive 50% discount on their first Plannerly subscription
Access to the same platform and/or free training that you enjoy
Step 3: Share Your Personalized Referral Link
Still in the Invite tab, copy your Personalized Invite Link.
You can paste this link anywhere:
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Email newsletters
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WhatsApp and Slack groups
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LinkedIn posts or messages
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Facebook groups or forums
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At events, webinars, or while teaching
Anyone who clicks your link and signs up (free or paid) will be tracked under your referral, so if they later upgrade to a paid subscription you’ll earn.
Step 4: Track Your Rewards
In the referral widget, click on the Rewards tab.
You’ll be able to:
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See how many people clicked your link
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Track who signed up (anonymized for privacy)
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Monitor your earnings from referrals who start a paid subscription
You’ll also find a button to add your payment details:
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Choose your country or region
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Select your preferred payout method
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Enter your email address
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Save, and you’re set to receive payouts
Learn More
Click the info icon in the widget to read a summary of how the program works:
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Share Plannerly with your network
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Earn 20% of their monthly subscription up to $1,000 when a referral starts a paid plan
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Your referrals also receive a 50% discount
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Track everything from the same widget
Referrals Work for Free Training Too
Even if you’re just sharing our free ISO 19650 training courses or the Information Management Summer Camp, your referral link still works. Anyone you introduce this way is tracked under your referral, so if they later start a paid Plannerly subscription you’ll earn.
That means you can grow the community, support your colleagues, and earn along the way when your referrals go paid.
Want Even More Details?
We’ve created an entire page to walk through our Partner Program at:
You’ll find everything you need there, including:
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More program info
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Terms and FAQs
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Signup for advanced partnerships
And if you want to see the workflow in action, we have three short YouTube videos that walk through how it all works:
Final Tips
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You don’t need to be a paid user to take part - a free account is enough to start referring
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The more people you help who go on to subscribe, the more you can earn
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Focus on communities where BIM, information management, or ISO 19650 compliance is relevant
Ready to start? Log in at plannerly.com, click the present icon, and start referring today.
