How to send a Reference Check from the Database

Please Note: Reference checks are an extra add on, $100 for our provided template, $250 for a custom template. Once you have added this feature (email [email protected]) please see directions on how to send below.

  1. Go to the reference tab, and if your references aren’t loaded from a survey, you will need to “Add New”

  2. Highlight the reference you want to send the check to and click “Survey Invite”

  3. You will be able to select the Reference Check Survey and attach to a volunteer record.

  4. Once taken, the response will be loaded in the database: