With Sportrick you can manage Referrals, that is, new potential customers suggested by other customers or staff. 

To add a referral open the profile of the person who is going to refer the potential client, click on Info -> Referral -> Add and specify the following details:

  • Name
  • Last Name
  • Gender
  • Email
  • Phone Number
  • Notes

Once the person has been added, it is possible to perform the following actions: 

The status of a referral can be:

  • Added: referral added but yet to be confirmed
  • Confirmed: the name has been linked to a user profile
  • Cancelled: unverified contact (wrong details)

In the user profile of the person who has been referred you will find the corresponding details in the Info: