Viewing your connected clients
provider
See all clients connected to your organisation, who have made referrals or added your incentives to wallet..
As a provider, you can see all clients who have connected to your organisation. These are people who have a Reco account and have added your incentives to their wallet, or made referrals.
You can get more clients connected to your organisation by regularly highlighting the benefits of making referrals, and how to do this.
Where to find your clients
Navigate to Connected Clients via Connect from the main menu. The client list shows:
- Client name and profile picture (if available)
- Date connected — when they first connected to your organisation
- Referral activity — how many referrals they've made to your organisation and a link to those referrals
- The Location — where their incentives are attached to
What you can do
- Use the search bar to find specific clients by name or email.
- Download this list of your most engaged clients so you can engage with them outside Reco
Clients can make referrals to your organisation but choose not to share their contact details. In this case you would see their email or phone number as "Hidden". Respect their wishes not to be contacted.