Summary: There are three ways that a client account can be linked to a partner account using a referral code. The first way is during client sign-up where there is a stage of client registration that will prompt the user that is registering to input the referral code that a partner has sent them to automatically link them to the partner.

The second way is to add a relationship on a client’s account is by using a referral code when creating a user account on a client account.

The third way is for the partner to create a client account while on their partner account which will automatically have the partner linked to the created client account.

For more information on linking accounts, please see the Switching Into Linked Accounts section of this ReadMe document.