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Quick Access to Member Portal

Member Portal

Manage your membership plan and account settings

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Managing Your Plan

1

Access Member Portal

Navigate to app.generalreferral.com/members
2

Click Member Portal Button

Select the “Member Portal” option on the main page
3

Log In Securely

Use one-time password or your permanent password
4

Manage Your Account

Change plans, update payment methods, or modify settings

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Login Options

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Available Plan Changes

Immediate Benefits
  • Takes effect immediately
  • Prorated pricing for current period
  • Access to enhanced features right away
  • No penalties or waiting periods
Perfect For:
  • Increased referral activity
  • Need for additional features
  • Business growth requirements
Scheduled Change
  • Takes effect at your next renewal date
  • Continue current benefits until then
  • Lower cost starting next billing cycle
  • No penalties for downgrading
Ideal When:
  • Reducing referral activity
  • Budget considerations
  • Seasonal business changes

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Plan Comparison

View Current Plans

Compare features and pricing of all available plans

Commission Calculator

Estimate earnings potential with different plans

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What You Can Manage

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Plan Management Options

  • Current Plan Details: View your active plan and features
  • Plan Changes: Upgrade or downgrade as needed
  • Renewal Date: See when your next billing occurs
  • Plan History: Review past plan changes and billing

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Flexible Plan Features

General Referral’s Promise: We offer flexibility without penalties. Change your plan anytime based on your business needs.

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Key Benefits:

  • No Long-Term Contracts: Month-to-month or annual options
  • Free Plan Changes: No fees for upgrades or downgrades
  • Prorated Billing: Fair pricing when upgrading mid-cycle
  • Immediate Access: Upgraded features available instantly

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Video Tutorial

Additional tutorial showing the member portal features and navigation

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Independent System Access

Important: You cannot access your membership account through the support portal. The member portal and support systems are independent platforms with separate login credentials.

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Two Separate Systems:

  • Member Portal: Account management, plan changes, payments
  • Support Portal: Help tickets, documentation, communication

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Common Membership Tasks

Benefits of Annual:
  • Lower overall cost with discount
  • Simplified billing (once per year)
  • Better cash flow management
How to Change:
  1. Log into member portal
  2. Select plan change option
  3. Choose annual billing version of your current plan
  4. Confirm changes
When to Upgrade:
  • Referral volume is increasing
  • Want better commission percentages
  • Need access to premium features
Immediate Benefits:
  • Higher referral fee percentages
  • Enhanced platform features
  • Priority support access
Seasonal Strategy:
  • Upgrade during busy seasons
  • Downgrade during slower periods
  • Align costs with business activity
Timing Tips:
  • Plan upgrades take effect immediately
  • Plan downgrades occur at renewal
  • Monitor your referral patterns

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Portal Security

Security Features:
  • SSL encrypted connections
  • Secure authentication methods
  • Regular security audits
  • Protected payment information

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Troubleshooting Portal Access

Check These Items:
  • Email in spam/junk folder
  • Correct email/phone entered
  • Cell phone has signal for SMS
  • Email inbox not full
Solutions:
  • Try different browser
  • Clear browser cache
  • Use phone number instead of email
  • Contact support for assistance
After Making Changes:
  • Refresh your browser
  • Log out and log back in
  • Check confirmation email
  • Allow time for system updates
If Issues Persist:
  • Contact support for verification
  • Provide details of attempted changes

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Need Additional Help?

Member Portal

Access your account to manage your membership

Contact Support

Get personal assistance with account management

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Frequently Asked Questions

Upgrades take effect immediately with prorated billing. Downgrades take effect at your next renewal date to ensure you get full value from your current plan.
Yes, there’s a “Cancel My Plan” option in the member portal. You’ll receive automatic confirmation when cancellation is processed.
Our support team is available to assist with any account management tasks. Don’t hesitate to reach out if you need guidance.
No! We believe in flexibility without penalties. There are no fees for upgrading, downgrading, or changing billing frequency.