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Steps To Build Services Directory & Mock Referrals

Written by Kyle Minckler

If you are trying to build a directory of partners and their services so that you can record referrals, we want to share the best way to do so -- Please review a quick video recording of the steps outlined below - Watch Video Here (~3 mins)
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​Steps for Adding Agencies + Services
Here are the steps to follow to do this:

  1. Visit your [Admin] tab and click the [Add New Agency] button.
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  2. Enter the Name and contact info for the Agency -- You may wish to add “Inactive” or “Services Only” to the end of the agency name for reference...Eg. “Child Protective Services (Services Only)“.
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  3. Also enter the following suggested Agent Name and Email Address below...

    1. [First Name]: NONE

    2. [Last Name]: NONE

    3. [Email Address]: noreply@charitytracker.net (or a personal email address that you own that is not currently used in CharityTracker)
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  4. Be sure to select the “I Will Pay for this Agency” billing option and then click the [Add Agency] button to finish adding the new Agency.
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  5. Next, click the DELETE link to remove the Agent, so that our automated billing system will not incorrectly tally the number of active Agents.
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  6. Lastly, visit the agency’s [Services] tab and add all the services that the agency provides. These services you list will appear under the [Add Request/Referral] screen as well as the searchable “Services” directory ([Agencies] tab >> [Services] sub-tab).
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  7. Repeat steps 1-6 for each Agency.

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