Working the Referral Desk

The day-to-day screens — the leads list and Add lead, the review queue, analytics, the referrer leaderboard and a member's referral profile

Programs are built once; the desk is where the team lives. Five pages under Referrals, plus the member profile they all open into.

Leads

Referrals → Leads lists every referred lead for the selected program, one tab per stage:

Tab	Who is in it
All	Everyone
Pending approval	Captured, waiting for a reviewer to accept the referral
One tab per milestone	Leads whose latest fired milestone is that one
In journey	Accepted referrals progressing through the milestones
Flagged	Held by a conflict, a fraud signal or an approval

Each row shows the referee (name, phone, tags), who referred them and how many people that referrer has brought in, the current milestone, the last activity, the next action — Get consent when consent is still pending — and a status chip: Pending approval, In journey, Flagged, or Expired (which also covers rejected referrals). Filter by name or phone, channel, tags, a minimum number of referrals, and any capture field you defined.

Add lead

One dialog, two modes:

Mode	What happens
Referred with a code	The person joins as a referee, attributed to the referrer whose code you enter. The code is checked as you type and shows who owns it
New referrer	The person joins as a referrer in the selected program and gets their own referral code

Fields: name, mobile, the referral code (or the program in referrer mode), the attribution channel, optional city and centre, an optional counsellor to follow up, tags, your capture fields, and an initial note. A capture that collides with another referrer's claim is routed to the review queue automatically.

When a lead is marked pending consent, Get consent opens the DPDP dialog: send a WhatsApp one-time code to the referee, enter the code they read back, and the lawful basis is recorded and messaging is unblocked.

Review

Referrals → Review is one queue with three views — Conflicts, Fraud and Approvals — and a Recently resolved list underneath. Each card names the reason (two-referrer conflict, self referral, attribution approval, milestone approval, family match, shared contact, capture velocity, blacklisted referrer, fraud signal), its severity, the referee, and the referrer or referrers involved.

A conflict card lists every claiming referrer with Pick as winner — the winner's referral is accepted and the rest are cleared.
Every other card has Approve (note optional) and Reject (reason required).

Decisions are audited, and resolved items move to Recently resolved with a Matured or Reversed chip. The full meaning of each reason and decision is on Approvals & Fraud Review.

Analytics

Referrals → Analytics shows, per program: total referrals and how many converted to paid, the net points cost split into held, matured and reversed, the referral funnel measured within the program's attribution window (with flagged and conflicting referrals counted separately), points issued over time, and a cross-program portfolio table of held, released, reversed and net cost.

Referrers

Referrals → Referrers is the leaderboard — the top five by released points — and the referrer table with converted count, points earned (and held), and segment chips. Tabs split the base into All referrers, Top referrers (at or above the program's conversion threshold), One-and-done (one conversion or none) and Lapsed (no activity for the program's lapse window). A row opens the referrer's profile.

The Member Profile

Any referral list opens a member's profile. Depending on who they are it shows up to three views — Referee, Referrer, Standard member — and always the essentials: mobile, branch, counsellor, who referred them, their current stage, their referral code per program, and their tags.

Section	What it shows
Referral journey (referee view)	A stepper through the program's stages with the date each fired, the points, and a reward chip — Held, Matured, Released, Reversed, Forfeited or In review. Update Milestone lets staff fire a stage by hand when the business event never reached the platform
Patients referred (referrer view)	Every referee this member brought in, with their stage, points earned and status
How this balance was reached	Referral milestones, referee welcome, purchase points, redeemed and expired, reconciling to Available Points — with any held rewards called out separately
Logs	Accrual, redemption, expiry and message logs, as on Patient Profile

Actions on the profile: Onboard as referrer (or Enroll in another program), Edit tags, Assign counsellor, and Capture DPDP consent.

Held is not lost

Held rewards release when the bill clears its reversal window — the profile shows them as Held, then Matured. A reversal event shows as Reversed.

A lead is not yet a member

A referee who has not registered shows a lightweight lead view — referral activity only. The points wallet and transaction logs unlock once they become a member.