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Added – Account Referrals System

LearnSpeed now has a an enhanced relationship system for connecting user referrals.  Under your ‘People’ menu tab is the new sub tab ‘Partners’.  Create new records for as many outside referring source, counselors, therapists, etc. as you need.

Under the ‘Relationships’ sub tab for Partners and Parents you can create referral connections between a Partner and a Parent or a Parent and another Parent.  The new ‘Client Account Referrals’ report show you which of your Parents have relationships and to who in case you want to reward your referral system.