First eligible code locks
When a user arrives through a tracked referral link, the first code is stored in the browser preview. A later link should not silently overwrite it.
Attribution and source rules
Protect the first eligible referral and keep QR tracking clean.
This page explains the preview logic behind referral-code capture, credit lock, QR scans, assisted starts, and reward review.
QR contains no sensitive facts
The QR should carry only the referral code, starting path, source, and campaign marker — not family, asset, health, probate, or legal facts.
Staff can review exceptions
Production should allow owner/staff review for duplicate accounts, self-referrals, professional restrictions, refunds, chargebacks, and unclear attribution.