This article will guide you through understanding how to setup "Tell Friends & Family" feature in ClubReady to gather referrals.
1. Setup "Tell Friends & Family"
Navigate to Setup > Sales > Sales Settings > New Agreements.
Scroll down the page to view Refer Friends & Family Entry and select to include this option During Agreement Write Up and/or After Write-Up.
2. Locating and Using Feature
Navigate to Main > New Agreement to start your agreement write up process.
You will find Tell Friends And Family to gather their referral.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup - Can access setup
- Club Setup - Can access sales general settings
- Writing Up New Agreements: Can write up new agreements