General Information

Welcome to ClickFirst Service how to guide. This guide will help you understand how to use this website and/or mobile app (coming soon) to list, see and share online referrals to local restaurants, events and businesses.

Business and event listings may be seen by anyone at any time. Site visitors may conduct a listing search using the search icon found throughout the website.

Only logged in users may list a place, business or event.

Registration

Website registration is accomplished by clicking on the “register” button on the top menu on the front page of the website. Once registered you are now a “member” of the clickfirst online community. Registration and membership are FREE.

A welcome email will be sent to the email entered on the registration form.

Step 1: Register

Step 2: Login

About Membership

Step 3: The first page you will encounter is your "profile" page. This page can be accessed at any time from the "My Dashboard" button on the main navigation menu at the top of the page.

Step 4: Understand how to access your membership dashboard. Place your cursor on your username in the upper right hand corner of the website. This action will open the drop down member dashboard menu.

Menu options include; edit profile, log out, profile, messages, friends, groups, invitations and settings.

Edit Profile – use this tab to control your online account including profile picture, password and the ability to delete your account.

Log Out – Log out of your current session.

Profile – use this tab to view and manage your Clickfirst member profile.

Messages – use this tab to view, receive and send messages to other members.

Groups – use this tab to create and view groups within the Clickfirst online community. Groups may be public or private. Creating and/or joining groups makes it easy to see referrals from people you know and trust.

Invitations – use this tab to invite people to join the Clickfirst online community.

Settings – use this tab to control and change settings on your account.

Step 5: Creating a Referral Listing

Members can conduct a site search for their favorite places, businesses or events. If the place, businesses or event is found, simply click on the “Favorite” icon on the right hand side of the listing and that place, business or event is added to the “My Favorites” tab on that member’s profile.

As a logged in member, if the place, business or event doesn’t exist on the website, you may add it via the “list a referral here” button on the top menu.

Lots of information about a business can be entered via the “list a referral here” webpage. However only a minimum amount of information is required to complete a listing.

Fill in the boxes and click on "submit listing."

After you submit listing be sure you click "preview listing."

From the "listings" page click on “Favorite” on the right hand sidebar. This action will add the listing to “My Favorites” tab on your profile page.

There is no limit to the number of referrals a member can publish.

Favorites

As a logged in member you don’t need to list a business as one of your referrals if that business listing already exists. Simply go to that business listing on Clickfirst.com and select the “favorites” button on the right hand side of the listing page. This action will add that business to your favorites and can be seen by your group members or anyone else who visits your profile page.

Step 6: Invite Friends and Family to Become Members

One of the biggest benefits of membership is to quickly share referrals with people you know and trust. When people you know and trust become members, you then have the opportunity to create your own referral group. Group members can quickly see the places, businesses and events recommended by the other members of the group.

From the member dashboard, select "send invitations." Then add the email address of the person or people you wish to invite to become members. You also have the option to add a personal message. Click "send invitation" and an email will be sent inviting those people to join the clickfirst referral network.

Step 7: Create and Join Referral Groups

When logged into the ClickFirst Referral Network website you can access groups from either the top menu or through the member dashboard. Using groups is the best way to share referrals with people you know and trust.

From the “groups” menu you may see your current group memberships, accept or send group invitations or create a new group.

Only member of the ClickFirst Referral Network can be members of any group. A list of members is available through the "members" page accessed from the main menu.

More About Groups

When creating a new group you become the administrator of the group. As a result you may select different settings for the group. These settings include the following options:

This is a public group

Any site member can join this group.
This group will be listed in the groups directory and in search results.
Group content and activity will be visible to any site member.

This is a private group

Only users who request membership and are accepted can join the group.
This group will be listed in the groups directory and in search results.
Group content and activity will only be visible to members of the group.

This is a hidden group

Only users who are invited can join the group.
This group will not be listed in the groups directory or search results.
Group content and activity will only be visible to members of the group.

A group Invitations selection must be made to determine which members of this group are allowed to invite others:

All group members.

Group admins and mods only.

Group admins only.

For Business Owners

List your business here for FREE and invite your customer to connect and refer others to your business.

Instructions