Referrals Management | Nurish Pro Help

1. Create a New Referral Link

Generate a dedicated referral link to send to a partner or referrer so they can submit data for prospective clients on your behalf.

1

Open the Referral Creation Window

Navigate to the Referrals section from the main navigation menu, click the Referral Links tab, and select the + Create New Link button in the top-right corner.

2

Enter Referrer Details

In the modal window, enter the Referrer Name, Referrer Email, Phone, and an optional Description regarding the arrangement.

3

Generate and Send Link

Click the Create button. An automated email containing a custom Refer a Client form link will be dispatched directly to the specified referrer's email address.

Note: Each referral link is unique and designed to record client information for one referrer at a time.

2. View Referral Links and Their Status

Monitor all generated referral links, track the total number of clients referred through each link, and check their operational status.

1

Access Referral Links Dashboard

Go to the Referrals module and select the Referral Links tab.

2

Review Link Data

Examine the table to view the referrer's Name, Email, Phone, Referred Count (number of submitted clients), current Status (Active or Inactive), and the Created At timestamp.

3

Adjust Table Pagination

Use the Items per page dropdown menu and pagination controls at the bottom-right corner to browse through your full list of referral links.

Note: Active links allow referrers to continuously submit new client forms, whereas inactive links restrict further submissions.

3. Referral Links Actions

Manage existing referral links by viewing details, updating referrer information, copying invitation links, or modifying link status.

1

Open the Action Menu

Locate the desired referral link in the Referral Links table and click the three-dot options icon on the far right of the row.

2

Select Action

Choose from the available menu options:

View Details:Inspect full link records and the count of associated client submissions.
Edit:Update referrer contact information or descriptions.
Copy Link:Copy the direct form URL to your clipboard for manual sharing.
Activate / Deactivate: Toggle the operational status of the link.
Delete:Permanently remove the referral link record.

Note: If a referrer loses their email invitation, use Copy Link to send them the form URL directly via message or email.

Frequently Asked Questions (FAQs)

Can a referrer submit multiple clients using the same referral link?

Yes. An active referral link can be reused by the referrer to submit multiple client requests over time.

What happens when I set a referral link status to Inactive?

Deactivating a referral link prevents the referrer from submitting any new client forms via that link. Existing requests previously submitted will remain unaffected.

What happens when I delete a referral link?

Deleting a referral link permanently removes the link record from your list and immediately disables it, preventing any further submissions. Any client referral requests that were already submitted prior to deletion will remain safely saved in your Referral Requests tab.

Will the status change to Scheduled automatically if I create an appointment?

Yes. When you schedule an appointment directly from the Referral Details page, the system automatically updates the request status from Pending to Scheduled.

Troubleshooting & Common Issues

Issue: The referrer did not receive the automated email invitation

Potential Solution: Check that the email address was entered correctly in the Create Referral Link form. Ask the referrer to check their spam or junk mail folder. Use the Copy Link option from the action menu in the Referral Links tab to copy the URL and send it to them directly via email or chat.

Issue: The referral form link displays an error or is inactive.

Potential Solution: Check the Referral Links table to confirm that the link's status is set to Active. If the status is Inactive, open the three-dot action menu and select Activate.

Next Step

Now that you've got the hang of how Referrals Management works, it’s time to put what you've learnt into action! Head straight over to your Nurish Pro platform to start creating referral links, tracking incoming client leads, and expanding your practice.

Go to Referrals

Contact Support

Still need a hand?

Email Support: [email protected]