Manage the flow of clients into your practice using Referrals. Here you can review received self-referrals, respond to your waitlist, close pending referrals, and invite new clients to your practice.
Why is it helpful?
Easily manage all inbound clients to your practice in one convenient location
Invite new clients to your practice
Control and monitor your waitlist
Invite a client to your practice
Select "Send an invitation"
Enter the client's full name and email address
Note: Create a button on your website linked to your unique practice URL to make it easy for prospective clients to find and join your practice.
To manage a pending referral
Select a referral from the "Received" or "Waitlisted" tab
Within the referral, choose to "Accept", "Close", or "Place on waitlist"
If accepting, choose to create a new client or attach the referral to an existing client in your directory
Note: Notes written within the referral section are for internal use only and are not visible to the prospective client.
And... you are done!
Once you have accepted a referral, create a Workspace to start collaborating and support their healing journey.