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 by 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/training login).
Go to plannerly.com
Click the Join Free button
Or log in if you already have an account
This will give you access to the full 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 a present icon 🎁 — 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:
You get:
👉 Up to $1,000 per referral
👉 You earn 20% of their subscription payments until you reach $1,000 per person
👉 Even if they never pay, you get $1 for every free user that signs up via your link
They get:
👉 An exclusive 50% discount on their first Plannerly subscription
👉 Access to the same powerful 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 now paste this link anywhere:
📨 Email newsletters
💬 WhatsApp and Slack groups
💼 LinkedIn posts or messages
🌍 Facebook groups or forums
🎤 At events, webinars, or while teaching
Anyone who clicks your link and signs up (free or paid) will be tracked under your referral.
📊 Step 4: Track Your Rewards
In the referral widget, click on the “Rewards” tab.
You’ll be able to:
See how many people clicked your link
Track who signed up (anonymized for privacy)
Monitor your earnings from free and paid users
You’ll also find a button to add your payment details:
Choose your country or region
Select your preferred payout method
Enter your email address
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:
Share Plannerly with your network
Earn 20% of their monthly subscription up to $1,000
Get $1 for every free signup, no purchase necessary
Your referrals also receive a 50% discount
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! You’ll still get $1 for every new free signup.
That means you can grow the community, support your colleagues, and earn along the way. 🙌
🔗 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:
More program info
Terms and FAQs
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:
📺 Playlist here: https://youtu.be/NqmZdDlsTMU?list=PLRxOZWDsyG4CV3-ULqRv-UbkzGaHbkVJ1
✨ Final Tips
You don’t need to be a paid user to start earning — just sign up for free
The more people you help, the more you can earn
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!