If another notary or colleague referred you to NotaryCentral, you can easily set who your referrer was during initial account onboarding or update your referral information in account settings.
Quick link: Set Your Referrer Information
Track customers who refer bookings to your business
For referral cards with IDs such as GND-001, use the booking's separate Referral ID field. Follow Promo Codes and Customer Referral IDs to capture those IDs, find referred appointments, and export them. The account-referrer setting described below records who introduced you to NotaryCentral.
How to set who your referrer was
To record who referred you so your referrer receives credit:
- During Onboarding: When completing your initial profile setup at https://app.notarycentral.org/onboarding, navigate to the Referral Information section.
- Enter Referrer Details: Type your referrer's name or email address in the optional referral input box.
- Save Settings: Click Save & Continue to record your referrer.
Updating your referrer after signup
If you missed entering your referrer during initial registration, you can reach out to support or update your account profile settings to add your referrer's details so our team can acknowledge and credit them.