ARA Docs

Welcome! These docs cover how to set up and run a referral pipeline with Automated Referral Archive — from building your intake form, to tracking where referrals come from, to managing the people who can see them.

Where to start

• Tracking Referral Sources — what a "source" is, how to add one, and how to get its trackable link or QR code.
• Building Your Referral Form — adding questions, field types, and validation rules.
• The Referrals Dashboard — reading the live dashboard and understanding referral states.
• Follow-ups (Popbacks) — automatically resurfacing referrals that have gone quiet.
• Organization Settings — inviting teammates with access codes and customizing your form's appearance.
• Your Account — profile, security, and managing organizations.
• Pricing & Billing — subscription costs, multi-org discounts, referral discount, and NFC card pricing.

If something here doesn't match what you're seeing in the app, it's worth a bug report — these docs are written against the current build.