Client Referral Programs
Using Referral Programs
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. HERE’S A FLASH FOR YOU! Throughout these pages, we’ll discuss two types of clients. Here is a breakdown of each client: Referring Client – Established client who is assigned to a referral program and is referring new clients to...
Referral Program Examples
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. One of the best parts about the Spectra/Stratus systems is their ability to be customized to fit the needs of your business. This page lists multiple examples for different ways you can use Client Referral Programs to help...
Client Referral Programs
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Go to Maintenance > Client > Client Referral Programs and click New to create a new referral program. Use this form to set up all the settings and requirements for your referral program. The program will be active as soon...
Referral Program Preferences (myStratus ONLY)
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of Stratus Desktop. Spectra does not include this feature. Go to Maintenance > Preferences > Referral Program Preferences to complete your settings for new online referrals. The settings found in this menu control when a new referral goes to enter their client information online. The new referral...
What is a Client Referral Program?
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. HERE’S A FLASH FOR YOU! Throughout these pages, we’ll discuss two types of clients. Here is a breakdown of each client: Referring Client – Established client who is assigned to a referral program and is referring new clients to...