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
- 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:
