Joy App

Send a client information about one or more community services from the Case Management Services directory.

How to signpost a client to a service

How to refer a client from the Services directory

How to add a service to your directory

How to refer a client into your own service

How to find the link to your service listing

What to do when a service is not on Joy yet

What to do when a referral has had no response

Find shared services, save a personal shortlist, and understand the Services directory views.

How to use the Services directory and save a service

Explore the full range of services your organisation is referring to by visiting the 'Services' tab!

How to view a service in Case Management

Sonja Gebhardt

Update your directory, viewing services, making referrals and signposting

Services

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thejoyapp.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

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