How to obtain an Office Referral Link

Copying the Office Referral Link is an easy way to share with new, onboarding users

1. In the Admin Area you will click the Office Tab and click into the Office that you are wanting to add the Pricing Model to.

2. Once within the Office, you may click on the blue "Office Referral Link" button. This will copy the link, typically https://transactlyapp.com/office/<office code>/onboarding, that can be shared and loaded in a browser tab.

 

If you have any questions please reach out to support@transactly.com