🚧 These docs are a work in progress. The information here may not be complete or accurate.
- What referral types are (the options that appear in the “How did you hear about us?” field on the Lead Page and member profile)
- Creating a referral type (name only, e.g. “Google Search”, “Friend”, “Facebook”, “Walked past”)
- Editing and deleting referral types
- Using referral data in reports to understand where your members are coming from
- Tip: keep the list short and specific — too many options leads to inconsistent data
