Invite to network
To invite someone into your contact list, simply click ‘invite contact’ and follow the following prompts. A tab will open explaining what inviting a contact is for. Click ‘next’, Input their email and phone number along with their first and last name and company. Should they already have an account, a verification poster like this […]
Connect with me
The ‘connect with me’ function is displayed on the business profile page when you get an SMS/email invitation, scan profile QR codes, referrals, opportunities and reward stores. The function allows you to directly connect with someone, adding them to your network. When on the ‘business profile’ display as seen below, click ‘connect with me’. Once […]
Network
The ‘my network’ tab is where you can manage and build on your contact list from referrals and opportunities you have been a part of. It is here you can find anyone’s profile with their contact information and links to their social medias and websites. To search for a specific person’s details. Click on the […]
Invite Members
To invite members into your rewards program, click on the ‘invite members’ icon located in the top right hand corner. Once you have clicked ‘invite members’ a page like the one bellow will display, click ‘next’. Once you have clicked next, input the email and number as well as the name and […]
Members
The members section is where you can invite and manage people into your rewards program and who has access to which program. To view who is in your program and their details, click on the name of the person you wish to view. Their profile will then appear with all their personal […]
Create New Reward
To create a new reward find in the top right hand corner of the rewards tab the ‘new reward’ icon and click on it. Once you have started a new reward a page like this will pop up, click ‘next’. Once you have clicked next enter the name of the reward, […]
Reward Programs
The rewards program is where you can create and manage reward programs. Here you can control which clients, partners and employees are invited to relevant programs. Each program is specific and rewards its members specifically for any successful referrals or join bonuses. To view a rewards program click on the program you wish to view. […]
Thank you note opportunities
To send a thank you message, click on your opportunity in progress you wish to complete. Once you have clicked on the opportunity find in the top right-hand corner, the ‘complete’ icon and click it. You will be greeted with the following screen, click ‘next’. Once you have clicked next you will be asked […]
New Opportunity for Unregistered Provider from SMS
Once the referrer has sent out a referral to an unregistered sms, the sms contact will receive a message like the one below. By clicking on the link, the referred party can view the contact information of the registered account as well as the information included by the provider of the second contact in the […]
New Opportunity for Unregistered Provider from Email
Once the referrer has sent out a referral to an unregistered email, the email contact will receive a message like the one below. By clicking on ‘view opportunity’, the referred party can view the contact information of the registered account as well as the information included by the provider of the second contact in the […]