What is the Setup Guide?

When logged in, selecting the book icon located at the top-right of the screen will take you to the Setup Guide. Within the setup guide, you'll find everything you need to know to be successful with using the tools in our software. Our guide offers simple step-by-step instructions with images and videos to help walk you through our tools along with some best referral marketing practices.

When you're not sure what to do next, you'll find the next step to more referrals in the setup guide.

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