Understand Referral Options

These options are included in the referral from as selectable checkboxes.

Rachel Shelswell avatar
Written by Rachel Shelswell
Updated over a week ago

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. You can easily edit existing referral options (using the pen icon) and add new ones, as discussed below.

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 top video displays what a Check Box referral option looks like within the referral form. 

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

Have more questions? Please send us a message, using our Chat box.

Did this answer your question?