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Refer clients through your Referral Circle

PractitionersUpdated Sep 29, 20261 min read
Short answer

Your Referral Circle is a list of practitioners you trust and refer clients to. Open Referral Circle, find someone and select Connect. Once they accept, select Refer a Client next to their name and send your client the link.

  1. Connect

    Open Referral Circle in your account menu. Under Find practitioners to connect with, search for someone and select Connect. You can also select Connect on their profile.

  2. Answer requests

    Requests from others appear under Requests received. Select Accept or Decline. Requests you've sent wait under Requests sent until they answer, and you can Withdraw one.

  3. Refer a client

    Under Active connections, select Refer a Client next to the practitioner. When you see Referral link ready, select Copy link and send it to your client.

  4. Follow the referral

    Each referral shows Link sent until your client books, and then Booked. Links that aren't used show Expired.

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