📖 Learning: The 'Services' tab holds both the services your team frequently refers to and those offered by your organisation, making it an invaluable resource for finding the right services for your clients.
Open the 'Services' tab
Search for the service you would like to refer a client to 🔍 in the top right-hand corner
Select the ‘Refer’ button 👇
Select ‘I am referring someone else’ 👇
Search for your client 🔍
Joy will autofill all of the information from their profile!
Select the reasons 👇 why you are referring this client
Add any additional needs 👇 for your client
Share some brief details regarding this referral ✍️
Tick the consent boxes ☑️
Hit ‘Submit’ 👇
You have referred your client to the service! 🎉