How to Add a Referral

How to Add a Referral

Easily track client referrals by linking the referring client directly to the client profile.

Steps to Add a Referral

  1. Navigate to the Client Card of the client who was referred to your business.
  2. Select the Profile tab.
  3. Locate the Referral section.
  4. Select the Search field.
  5. Search for and select the existing client who referred this client to your business.
  6. Select Save to apply your changes.

InfoPro Tip: Only existing client profiles can be selected as referrals. If the referring client is not listed, create their client profile first before adding the referral.





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