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How to change the status of an expired referral
How to change the status of an expired referral

This article will show you how to change the status of an expired referral.

Support at Joy avatar
Written by Support at Joy
Updated this week

We expect all referrals to be responded to within 30 days to ensure clients get the help they need as soon as possible, if they are not they are auto-declined. However, we understand that disruptions can happen.

If you see any referrals in your “Inbound Referrals” tab that are greyed out, this means they were not responded to within the designated time frame and were automatically declined. If you would like to accept their referral instead, follow the steps below.

  1. Go to the 'Past Referrals' tab within 'Inbound Referrals'

    inbound referrals image

  2. Find the referral you want to change

  3. Click on the three little dots 👇 on the far right of the referral

  4. Select 'Change decision'

    declining referral

  5. Click on ‘View on marketplace’ 👇

    Capture-Nov-02-2023-05-56-17-8727-PM

  6. You will then be taken to the Joy Marketplace

  7. Click on the red box that says "Change to ‘accepted’"👇

    Capture-Nov-02-2023-05-57-54-0769-PM

  8. The box will then turn green 💚, and you will be able to manage the client from your client list in Joy

Capture-Nov-02-2023-05-59-23-3087-PM

9. You have successfully changed the client's status from declined to accepted! 🎉

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