Who has access to change the details of the referrals?
A user with the role of ‘Company Admin’ can update the status of the referral and also leave a comment on it.
How are organizations notified that they’ve been referred to a company or being used as a referral?
All involved parties will be notified about the referral(s) via email.
Do I have to enter my credit card details to sign up?
Yes, you will need to enter your credit card details to sign up. Our sign-up process is streamlined and requires payment information. Simply provide the necessary details, and you’ll be ready to begin using our service.
How do I change my company’s commission/payout structure?
To modify your company’s payout structure, begin by accessing your profile. Next, navigate to “Manage Company,” followed by “Manage Company Profile,” and then select “Edit Profile.” Scroll down to the bottom of the page, where you’ll find options to adjust the payout structure based on event, payment type, value, duration, and description.
How do I track referrals?
The “Activity Log” section on every referral detail page offers a record of all status changes and comments associated with the referral, keeping you on track with each one.
What if I need to cancel or edit a referral that I submitted?
Referrals you’ve submitted cannot be altered. They are only accessible for viewing on the Dashboard.
Do I have a monthly limit on the amount of referrals?
There are no monthly restrictions on referrals. Subscription plans are available on a monthly or annual basis, with no limitations on the quantity of referrals you can send or receive. Referral access remains active unless your subscription is canceled.
How do I change my subscription?
You can modify your subscription within your profile by navigating to “Manage Company” and then selecting “Manage Payout Settings.” Once you’re in the “Manage Payout Settings” tab, you can choose between the “Monthly plan” or “Annual plan” options. You can set up your payment method on the right side by adding your credit card details.
How do I get my company registered on ReferralReady?
Getting started is easy! Simply sign up on our platform by adding your company details, then follow the setup instructions to adjust your referral settings, customize the setup to match your company’s needs, and begin sending and receiving referrals.
Can I customize referral form to fit my business needs?
Yes, our referral software provides customization options like Status, Referral Type, and Discovery Information. You also have the ability to hide/unhide form fields that are already listed.
