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How to create a new referral post?
How to create a new referral post?
Doug Kaufman avatar
Written by Doug Kaufman
Updated over a year ago

There are two ways you can create a new referral post from your belongly page.

From the home page, you can click on the 'share a referral' link underneath the 'post an update, ask a question...' section box at the top of the home page.

When you do, you will be taken to a referral page where you'll see a video on the left side and two types of referrals, 'posting for someone who needs help' and 'I'm looking for new clients for my practice' on the right side. As a suggestion, I would highly recommend that you watch the video first. Click on the option you want and hit continue.

On the next several pages, you'll be asked to fill in the necessary information. Please be as specific as you can. This will help the referrals get filled appropriately.

The second way to create a new referral post is to click on the opportunities tab at the top of the navigation bar and then on the referrals option.

In the top right corner of the 'referrals you might be interested in' section, you'll see the create a new post tab. Click on the tab and you will be taken to the same page as above with a referrals video on the left side and the types of referrals on the right side. The same directions apply here when filling out the necessary information. As suggested, please watch the video first.

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