Referrals
HOW to refer clients
Internal referrals allow you to transfer client data to another staff member within your organization 1. Open client profile 2. Select Referrals from the...
Sat, Mar 2, 2019 at 8:48 AM
Email referrals allow you to transfer client data to an email of your choice 1. Open client profile 2. Select Referrals from the sidebar 3. Click Refer ...
Sat, Mar 2, 2019 at 8:47 AM