I don't want customers to automatically get referral points. I want to manually complete referrals.

To manage referrals manually and ensure that customers do not automatically receive referral points, follow these steps:

1. Adjust point earning rules: Ensure that the setting for "Completes Referrals" is toggled to off for all your existing earning rules. This action prevents customers from automatically earning points when a referral is completed.

2. Create a progress activity: Create a new progress activity. Name it something relevant to the action that should complete a referral, such as "Qualifying Membership that Completes Referral." Make sure that "Completes Referrals" is toggled to on for the activity.

3. Manually complete referrals: When a referred prospect completes the required activity (e.g., purchasing a qualifying membership) you will need to give the referred prospect the progress activity on their customer profile which will trigger a completed referral for the original referrer.