SelfRun ClientOS · Rewards & account

Refer & earn

Open your referral and rewards area

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SelfRun ClientOS

3 simple stepsWith the real screen

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In simple words

Refer & earn is part of SelfRun ClientOS. Open your referral and rewards area. This guide takes you through it in 3 short steps.

Where it fits in your work — Stay engaged. Rewards, referrals and a wallet keep them coming back.

Before you start

You need to be signed in to your company's workspace. SelfRun ClientOS appears in the Workspace dashboard and in the left menu when your role includes it.
What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
Refer & earn belongs to Rewards & account in SelfRun ClientOS. Open your referral and rewards area.

Step by step

1
Step 1
Open SelfRun ClientOS
Sign in and open the SelfRun ClientOS product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
2
Step 2
Open Refer & earn
The mapped screen route is /clientos/referrals. Open it in the signed-in SelfRun ClientOS app.
3
Step 3
Use Refer & earn
Open your referral and rewards area. The exact actions shown can depend on your role and the records available in your workspace.

Quick recap

Open SelfRun ClientOS → Open Refer & earn → Use Refer & earn

What it connects to

SelfRun SprintOS
Project progress for clients.
SelfRun Cohort AI
The student experience.
SelfRun EvalIQ
Where tests are taken.
SelfRun CashFlow AI
Invoices and online payment.

Why use SelfRun ClientOS

SelfRun ClientOS replaces client, student & applicant portals and runs independently with its own sign-in and database.

Fewer status-update emails — people check for themselves
One branded place for projects, invoices, tests and messages
Self-service sign-up and account management
Rewards and referrals keep people coming back

Who uses SelfRun ClientOS

Clients
See projects, milestones, invoices and documents; pay online.
Students
Follow their program, schedule, assignments, tests and certificates.
Applicants
Track their application, interviews and assessments.
Your team
Manage portal users and see what they do.

More in Rewards & account

Daily rewards

Review and claim available daily rewards

Journey rewards

Review rewards associated with your portal journey

Bonus tasks

Review eligible bonus tasks

Wallet

Review your available wallet balance and activity

Notifications

Review portal alerts

Notification settings

Manage notification preferences

Profile

Review and update your portal profile

Portal registration

Create an external-user account for the portal

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FAQs

Common questions.

About Refer & earn and SelfRun ClientOS.

I cannot see Refer & earn in the menu.

Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to SelfRun ClientOS.

Can I do this on my phone?

Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.

Does this cost extra?

No. Refer & earn comes with the SelfRun ClientOS product, and every product is included in every plan.

What is SelfRun AI?

SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.

Do I need to use every module?

No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.

Is there a free plan?

Yes. The Free plan is free forever and includes every product and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.

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