Joy App

Refer a client from their Case Management profile, choose a suitable service, complete its form, and check the referral was recorded.

How to refer a client to a service

Sonja Gebhardt

How to manage your clients, send message, onward refer and record contacts

Client Cases

This guide will walk you through the various features and functionalities available on the My Clients page, helping you make the most of it.

Managing clients on the 'My clients' page

If you have multiple of any clients or need to merge profiles for any reason, follow the instructions below.

How to merge client profiles

How to manage clients on the Client cases page

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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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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.

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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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