Command Centre Partnership Program: Quick start guide

Getting set up only takes 2 minutes. The steps below will take you through step by step

Refer Your Clients (and Start Earning)

Click on “Refer someone to Sole”

Individually:

Type in the email address under the 'Single Invite' section.

Bulk Invite:

Download the CSV template.

Update the CSV with the relevant client information.

Upload the completed CSV to invite your entire client base.

Share Your Referral Code:

You can also share your unique referral code with anyone who is interested.

Access the Referee List to see:

Which clients you've referred.

Who has accepted your invitation.

How much you've earned so far.

Click on "Get Paid to Refer".

Provide the necessary bank details to receive your referral program payments.

Click on "List your business with us".

You can use the Add Fields button to:

Record more information.

Track time.

Record income and track profitability.

Full list of fields available:

Click the Access button to view and edit (depending on your permissions) your clients’ books. You are also able to remove access from here.

You can see what permissions you have on each account under the Account Permissions section.

Adjust permissions as required:

Note: The default permissions provides full access.

For more in-depth training, check out our crash course at the Sole Bootcamp