Send a Referral — Monetize MD

Jason Terry — In Balance Body Ambassador

When you send a referral through Monetize MD, the link routes your client into the In Balance Body clinical environment — operated by our licensed clinical partner, not by Monetize MD directly. Your role is to make the introduction. The clinical side handles measurement, interpretation, and treatment. You stay the coach.

Your partner link is attributed to you. Your compensation is settled through Monetize MD. The clinical experience the client enters belongs to In Balance Body.

Monetize MD · Partner Onboarding

Send a referral.

Use your partner link. Route the member through the system. Schedule a review together. Do not handle it informally.

You stay the coach. The clinician treats. Monetize MD keeps your role documented at every step.

Sign in.

Sign in to your Monetize MD partner portal. This is where your referral link, campaign tools, and earnings live. Use any of the access options below.

Already on the site? The Login button is in the top right of every page.

Search the inbox connected to your partner account using any of these terms:

Monetize MD partner portal welcome set your password login In Balance Body Members Only

Inside that email you will find a portal login link, a password setup link, and confirmation that you were added as a partner.

If you cannot find the email, check spam, promotions, updates, and trash. Then return to monetizemd.com, click Login in the top right, and use Forgot Password with the same email address.

Copy your link.

Go to Campaigns. Select the active campaign. Click Copy link. Keep it ready.

Send, then schedule.

Send the link first. Schedule the review second. Let the system explain the program — not you.

After the link is sent, schedule a short time to review what they're seeing. Do not skip this step.

Message templates

Text message

Hi [First Name],

Here is the link I want you
to look at before we talk:
[YOUR REFERRAL LINK]

Take a look when you have a minute.
After that, we can set a time to review
and see if it makes sense for you.

[Your Name]

Subject: Review this before we talk

Hi [First Name],

I wanted to send you the link we
discussed before we schedule time to talk.

[YOUR REFERRAL LINK]

Let me know when you've looked it over.
We can set a short time to go through
what you're seeing together.

[Your Name]

Do not promise outcomes. Do not explain the clinical pathway. Route the member into the system and stay present as the coach.

Your role

After they move forward

✓ Clinical review handled through the proper channel
✓ Your referral role is recorded and protected
✓ Compensation settled through the referral record
✓ You remain involved throughout the relationship

Do not

✕ Text clinical advice to the member
✕ Negotiate the treatment pathway
✕ Send members without your partner link
✕ Skip the follow-up review

Portal reference

Dashboard	Earnings, referral activity, and campaign status at a glance
Campaigns	Where you find and copy your active referral link
Leads	Members who have clicked your link and entered the system
Commissions	Referrals that have converted and triggered a payout event
Payouts	Pending and completed compensation records
Media	Approved materials you are permitted to share with members