You can use the Referral Program form to reward members for a successful referral.
The form allows you to find the member who was referred so that member’s information can be associated with the member who made the referral. Then you can select the invoice to drop for the member who made the referral.
To reward a member for a successful referral
- Select the member who made the referral.
- In the Account Maintenance menu, click Referral Program.
- In the Search for Referred Account section type the last name and first name of the new member who was referred and then click Search.
- When the search results appear, ensure that the correct member is displayed and then click Submit.
The new member’s agreement number will then be displayed. This information will be associated with the member who made the referral.
- In the Referral Entry section, select the invoice to be dropped.
- Click Submit.