If you have a new scheme it is important to check you are happy with your settings prior to launching the app to your team.
You can also use this guide if you have an existing scheme and need to make any updates to your points or scheme rules settings.
Viewing and changing your points settings:
Step 1: From your dashboard click on 'Settings' in the left-hand menu:
Step 2: Click on 'Referral Points' in the horizontal menu bar:
This will show you the various stages of recruitment and the number of points that will be rewarded at each stage.
If you have any questions, or would like to make changes to your points settings, simply click the button below for our points FAQs and a short points update request form.
Once we receive your completed request form, we will update your points settings and confirm the changes via email.
Viewing and editing your scheme rules:
Step 1: In the 'Settings' area click on 'Scheme Rules' in the horizontal menu bar. This will take you to your scheme rules options page.
Step 2: Check through the default options and make any changes you would like.
If you make any changes make sure you scroll to the bottom of the page and click on the 'Update' button to ensure the changes are saved in the app.
We recommend downloading a copy of the scheme rules so that you are familiar with them prior to launch. You can download a copy by clicking on the 'Download scheme rules' button which can be found at the bottom of the page.
If you need any help with checking your points settings or scheme rules, please do not hesitate to get in touch via the chat button in the bottom right corner of your screen.