Adding a Referral Source (When registering a new client)
Referral sources are contacts within a client’s record.
There are 2 ways of creating a referral source for a client; when registering a new client and within the clients record.
To add a referral when registering a new client;
- Click "Client Registration" (You can also get to this by clicking "client" and then "add new")
- Enter the client's information.
- Towards the bottom of this page you will see an area to fill out the client referral
- Once all of your referral sources have been added click "submit" at the bottom of the page
**To see how to add a referral source within the client's record see the article "Adding a Referral time (within a client's record)"