How do I limit the number of leads I get per day?

Visit the Settings page in your client portal to change the “Maximum referrals per day” and/or “Maximum referrals per month”. Please note that the time zone for cap limits is based in Central Time Zone.

Here's how:

1. Log in to the portal
2. Click on "Settings" on the left side of the page
3. Below "Setting for Current Services" there are grey bars for each service, click on the grey bars to update the status, referral notifications, monthly caps, or zip codes.
4. Update information and select "Save Settings" at the bottom
5. Repeat steps 3 and 4 for each service you would like the change applied to.