Referrals

Built on Astalty's Forms functionality, the Referrals feature centres on referral forms, with submissions appearing in the Referrals register in the software. From there you can follow referrals up, or add them to a waitlist when you can't take someone on straight away.

In this section

• Overview — how Referrals works, referral reference numbers, and how to create a referral form from the referral template.
• Waitlist — add referrals under review to a waitlist when you can't take on a Participant immediately.
• Referral Follow Up — follow up on referrals, and which statuses can't be deleted.

To see how many of your referrals go on to be accepted or completed, use the Referral Conversion Report.