Owners
Setting up R2 Referrals
Five short screens: your office, the reward schedule, your reps, your first partners, done.
The Referrals wizard ends with every rep invited and your partner program live. Have your rep list handy.
Steps
- Your office: name, state, city, brand color, and a logo. The color and logo appear on your partner pages.
- Rewards: keep the default schedule or type your own. It pays partners for paid referrals in steps.
- Your reps: one line each, name and email. Each gets a login by email the moment you finish.
- First partners: optional. A rep and a partner name and email; the partner gets an invitation.
- Done: the wizard applies everything and shows your next step.
Good to know
- Edit the program terms freely; they appear on the partner signup page.
- Come back any time from the products page and the wizard resumes where you left it.