💡 How to use the Add-on Appointment feature
When you’re viewing a referral, select the Add-on Appointment button
Choose the additional service this new appointment is for.
Select from available appointment times to book the client.
Review the confirmation screen to see the confirmed appointment.
Note: This automatically creates a new referral linked to the original one, so the two stay connected.
🔗 Where do I find the linked referrals?
Once the Add-on Appointment is booked:
You’ll see a “Child Referrals” section at the bottom of the original referral.
This shows the connection between the original and any follow-up appointments created through the Add-on flow.
You'll also be able to view the referral in your referral inbox or calendar wherever the referral is booked
See an example of how it appears within the original referral:
🔄 When should I use Add-on Appointment?
This tool is perfect when a client needs to book another appointment or access another service that you offer. Common examples include:
Referring to another program you run, especially if it has its own intake process (e.g., a different group, workshop, or therapy stream).
Scheduling a follow-up session, such as another counselling appointment.
Booking into a separate virtual workshop the client is interested in.
✅ Why use Add-on Appointment?
Saves time—no need to manually re-enter client data.
Keeps referrals organized—linked referrals make tracking services easier.
Improves client experience—makes transitions between services smoother and faster.
If you’re offering multiple services and want a seamless way to move clients between them, Add-on Appointment is the tool for the job.
Have more questions? Send our team a message via the chat.