There are numerous ways to book a referral internally (sending a referral to another member of your organization).
From the Referral Inbox or Outbox
- Navigate to Referrals and hover over the blue Action button on the top right of the Referral Inbox or Outbox.
- From the drop down, select Add Internal Referral.
- Select the appropriate calendar, then select the service. If the service is bookable, a list of all available appointment times will appear.
From your Organization's Search Site
- Navigate to Home, select Dashboard tab.
- Under Recently Visited Search Sites, or Recommended Search Sites, select the block that represents your Organization.
- Once on the search site, enter the client address, and select the relevant service.
- Complete the booking process as normal.