How to view and manage your referred clients

This article applies only to referral accounts and their specific functionalities.

Step-by-Step Video 

The video walks you through how to view your referred clients and their statuses (Make sure your sound is turned on).

Within your affiliate dashboard, you’ll find a Clients section where you can view and manage the clients affiliated with your account.

Client List Overview

When you click on the Clients tab, you’ll see a full list of your referred clients. 

Each entry displays:

• Client name
• Client status

You can click on a specific client to view more details, such as:

• Name and current status
• Commission types you’re earning from (e.g., account opening fee, incoming/outgoing transactions)
• Commission percentage applied for each type (e.g., 15%)

Searching for a Specific Client

You can search the client list using the search field to quickly find a specific name or status.

Client Status Types

Each client may have one of the following statuses: