Referral Options are used to gather more information regarding the clients or patients you are providing service to, for example, asking if they have used the service before, or if they require transportation. 

To start, navigate to Settings and select the relevant Calendar. Scroll past Calendar Settings, Email & Handout settings and Appointment Options. 

Select Add Referral Options, from here, you can specify how you would like to collect the information: Check Box, Text Box, Number, Date, Heading, Single-Select (dropdown), or Multi-Select (checkboxes).  The above video features Check Box. 

Note: Selecting Office Use Only will hide the referral option from anyone outside of your organization. 

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