Select the client you would like to work with from the 'Clients' tab π
βThen select the 'Services' tab π
βSelect the current status π₯ of the referral (for example, 'Awaiting response' pictured below), this will open up a drop-down list with the available options
βChoose an relevant updated option π, and it will auto-save
βYou have updated the status of your referral! π
This article walks you through how to change the status of a manually documented referral, or a signpost.

Written by Support at Joy
Updated over a week ago