Referral Clients and Programs

Applies to: Administrators, Sales Managers

The referral system allows you to reward clients for bringing new business to the platform.

1. Viewing All Referral Clients

1. Navigate to Referral Clients: Go to Referrals > Referral Clients in the sidebar
2. Client List: View all referral clients with details

2. Managing Individual Referral Clients

• View Client Details: Click on any client from the list to open their details page

Client Information Tabs:

• Personal Data: View email, country, Customer ID, Balance, and Enabled status

• Parents: View parent referral relationships and levels

• Children: View child referral relationships

• Rewards: View reward information

• Enable/Disable Referral Clients

  • Toggle Status: Use the Enabled toggle switch to enable or disable the referral client
  • Status Effect: Disabled clients cannot participate in referral activities

Parent-Child Referral Structure

Understanding Referral Hierarchy

• Parent Clients: Higher-level referrers in the hierarchy
• Child Clients: Clients referred by parent clients
• Multi-Level Structure: Shows LEVEL (1, 2, etc.) indicating referral depth

Managing Parent Relationships

• View Parents: Click the Parents tab in client details
• Parent Information: See parent client's NAME, COUNTRY, EMAIL, and CLIENT ID
• Level System: View the referral level (Level 1 = direct parent, Level 2 = grandparent, etc.)

Managing Child Relationships

• View Children: Click the Children tab in client details
• Child Management: View all clients referred by this client
• Child Operations: Create new referral relationships or remove existing ones

Best Practices

• Regular Monitoring: Check DIRECT CLIENTS and REWARD AMOUNT columns regularly
• Status Management: Use the Enabled toggle to control active referral participants
• Hierarchy Tracking: Monitor the LEVEL system to understand referral depth
• Balance Verification: Review client Balance information for accurate reward tracking