Professionals | Adding referral categories to the Community Catalog

Client and location administrators have the ability to edit referral categories in the Community Catalog to make the resource offerings easier to search and use. Most of these categories were set up in partnership with your Customer Success Consultant. Only make these changes if you are certain they are the right changes for your location as they will impact all locations and could impact your reports. 

To Add a referral category to the Community Catalog:

1. Log in to your instance of My Pro Center / Professional Portal, and navigate to Client Settings.
2. Once in Client Settings, navigate to Community Catalog > In-Network Referrals Categories.
3. Click on Create Referral Category
4. Enter the Referral Sub Category Name, choose the Parent Category the Sub Category you are creating should go under, and if desired, a Reference Link and URL and select Create.

Remember: Making changes to referral categories will impact all locations and could impact your reporting. If you want to make this change but need guidance, don't hesitate to reach out to your Customer Success Consultant.