Rocket Referrals is designed to automate the entire process of gaining more referrals for your business. One powerful function built into the software is the ability to automatically send scheduled communication to your clients with use of Autopilot. By switching on Autopilot, you will no longer need to manually approve communication that Rocket Referrals has scheduled on your behalf. Autopilot will automatically send communications to your clients at times proven to yield the best results.

We suggest before switching on autopilot you review all communication templates and ensure they are customized to your industry and business. Our staff is happy to help you through this process. Turn on Autopilot for all communications by following these steps:

Click on the Setup tab along the top navigation bar
Click on Communications dropdown menu > Turn On/Off & Change Settings
Click to turn Autopilot ON > Press Save



Turn on Autopilot for a single communication by following these steps:

Click on the Setup tab on the top navigation bar
Click on Communications dropdown menu > Turn On/Off & Change Settings
Pressing the grey Settings button next to the communication you'd like to turn on autopilot for
Select the Turn on Autopilot for this Communication box > exit out of the pop up> Press save.