How do I add a “Referred By” to a member profile?

Short Answer

You can add a Referred By name when creating a new prospect or by editing an existing member’s profile. This helps you track referrals and reward members who bring in new clients.

Detailed Steps

1. If you’re creating a new profile, click Create Prospect.

   • Fill in the member’s details.

   • In the Referred By field, enter the name of the person who referred them.

2. To add a referral for an existing member:

o   Search for the member in the OmniSearch bar.

o   Open the profile and go to the Actions menu.

o   Click Edit Profile.

o   Enter the name in the Referred By field.

o   Click Save to update the profile.

FAQ

Q: Can I add “Referred By” later if I missed it during profile creation?
Yes, just open the profile, go to Edit Profile → Additional Details, and add it anytime.

Q: Can the “Referred By” field accept both members and non-members?
Yes, you can type in any name. If it’s a member, non-member, ex member or trial it helps you track and reward them easily.

Q: Can I change the “Referred By” later?
Yes, you can edit or update the field from the Additional Details tab whenever needed.