Referral Process

Video: https://vimeo.com/703099106/da19591319

To Access New Referrals

1. Applications - Miscellaneous - New Referrals

   Open

   

2. It will then Show any new referrals that have been entered by a Member from their online portal

   Open

   

3. 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

1. Applications - Miscellaneous - View Referrals

2. Which shows here
   
   

   
   
   

How to Add a referral as A member

1. Access the member's online Portal - Refer a Friend

2. Enter in All Details
   
   

3. Submit