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Getting started
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What's New - Release Notes
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Masters
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Recruitment
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Allocations
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Finance
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Your Members
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Your Clients
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Client Portal 2.0
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Reporting
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Growth Modules
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FAQs
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Roadmap
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Webinar Library
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Printer Kit
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Additional Services
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Online Store
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Version X - Growth Modules
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Version X - Reporting
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Verison X - FAQ
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Version X - Allocations
Referral Process
To Access New Referrals
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Applications - Miscellaneous - New Referrals
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It will then Show any new referrals that have been entered by a Member from their online portal
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When the new applicant applies please select the name and it will allow you to accept, on hold, new referral, or rejected.
To Access View Current Referrals
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Applications - Miscellaneous - View Referrals
- Which shows here
How to Add a referral as a member
- Access the member's online Portal - Refer a Friend
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Enter in All Details
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Submit