How the Referral Program Works

1

Get Your Referral Link

Option 1: Referral link appears automatically at checkout when you purchase.

Option 2: Request a referral link directly from CSG anytime.

2

Choose How You Want to Share

At checkout, you can instantly choose to share your purchase link with others. Everything is handled within the checkout flow—simple and convenient.

3

Families Save Automatically

Anyone who uses your shared checkout link receives an instant savings on their purchase. No codes to remember, no forms to fill out.

4

You Earn Rewards Effortlessly

After each completed purchase through your shared checkout flow, your $10 reward is automatically applied to your account. No hassle, no delays.

Choose Your Referral Tier

Whether you're an individual, nonprofit organization, or agency, we have a referral program designed for you.

Individuals & Families

Give $10, Get $5

Your referral receives $10 off their guide purchase

You earn $5 for every completed order using your code

No limit to how many families you can refer

Perfect for family members, friends, and caregivers who want to help others while earning rewards.

Agencies & For-Profit Businesses

$5 General Agency Credit

Agencies earn $5 in general agency credit per completed order

Business-level credit only - not tied to any client and not used for binders or client items

Credit redeemed monthly via ACH, check, or PayPal Business transfer

Build agency resources while providing valuable care planning tools to the families you serve. Credits support your general operations.