Referrals

Collect referrals through Forms, then manage the submissions in the Referrals register. From there you can follow up or add someone to a waitlist when you cannot take them on yet.

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.