Create New Referrals from Website

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To create a referral, click on the ‘New Referral’ button at the top.

Create New Referral
Create New Referral

Then you will be asked to give details for the new referral. 

New Referrals Pop-up
New Referrals Pop-up
  • Add the ‘Referral Title’. This is a mandatory field. 
  • Add the ‘Provider name’. This is a mandatory field. 
  • Add the Provider ‘Email address or phone’ number. This is a mandatory field. 
  • Add the Client’s ‘Name’ field. This is a mandatory field. 
  • Add the Client ‘Email address or phone’ number. This is a mandatory field. 
  • Add a referral Message in the ‘Message’ box. 

After all the mandatory fields have been completed, click on the ‘Send‘ button to send the referral, or click on the ‘Cancel‘ button to cancel creating a referral. The new referral will be displayed on the Referrals page. 

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