Invite Referrers

Invite Referrers

After adding your Expertise, you need to invite Referrers to join your referral network.  This can be done by going to the Settings area and clicking on the Invite link (shown below).

Goto Settings and then click Invitations
Invite a referrer by adding their details and selecting the invitation template message.  Note this template message can also be customised by going to the Settings area and adding your own message in Templates.  Once you have filled in the details, click the Send button.  

Alternatively, if you already have a database of referrers you can click the Documents button, upload a spreadsheet and invite all of them in one go.  The format of this spreadsheet should be in a csv file with headers if first name, last name and email.  Email our support team for a sample spreadsheet. 



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