Set Up Referrals

Step 1: Create a Partner

Navigate to the 'Customers Tab' and click on 'New Customer'. Fill in the partner information and turn on the 'Partner' toggle to mark it as a partner.

Step 2: Create a Customer Contract, Attach Partner, and Define Referral Fees

Navigate to the 'Customers Tab' and click on 'Create a Contract'. Click on 'Search' to add the relevant customer to the contract. Continue to add products and customize the contract (see the full contract creation process here). Once the customer contract is complete, attach the relevant referral partner.

Once you attach a partner, a new tab will appear - 'Partners'. Use the partners tab to define your partner fees. You can define one fee for the whole contract, or define separate fees for each product in the contract.

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