On accounts with the Client Referral Program subscription, the referral credit earned by each client will be displayed on their profile.
To view, the referral earned credits on the referee's or referrer's client profile:
1. Navigate to the Clients tab
2. Search for the client's profile
3. Scroll down to the Referral Credit section
Referee's Profile
Referrer's Profile
4. Selecting the View Audit Trail link will display the following:
Field | Description |
Date | The date the referral was made or the transaction took place |
Ticket # | The ticket # associated with the activation and redemption |
Client | The name of the referrer and referee |
Transaction Type | Displays any action taken against the client's referral credit - Used, Activated, Referred By, Referred |
Modified By | The name of the staff member who added the referral or processed the transaction |
Old Value | The value before any action taken against the client's referral credit |
New Value | The value after any action taken against the client's referral credit |
Referee's Profile
Referrer's Profile
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