All Collections
Organisation details and settings
Points Settings
Checking your points settings and scheme rules
Checking your points settings and scheme rules

How to find and update your referral points and scheme rules settings

Em Powell avatar
Written by Em Powell
Updated over a week ago

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: Click settings on the left, then tariffs on the right.

Step 2: Here you will see the various stages of recruitment and the number of points that will be rewarded at each stage.

โ—If you need to change your referral points, please follow the steps in this article HERE.

If you want to update the period for your final tenure milestone, please get in touch with us and we'll take care of it for you.

UK users can email us at [email protected], while AUS users can email us at [email protected]. You can also click the green chat icon below to reach us. Thank you! ๐Ÿ™‚

Viewing and editing your scheme rules:

Step 1: In the 'Settings' area click '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, just 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 get in touch via the chat button in the bottom right corner of your screen.

Did this answer your question?