How do I reject a new referral

Modified on Wed, 18 Mar at 2:45 PM

Click on Bookings tab on left side of the screen
Click on the New Referral tab and find the booking. Click Reject.
Select a reason for rejection, the options are the following:
Need to reschedule
Not accepting new clients
I'm not the right fit
Therapy fee limit too low
Other

The reason you select will be shown to the client.

If you select reason "Need to reschedule", please get in touch with the client to provide alternative times.

If you select reason "Other", please type in the box provided the specific rejection reason.
Please note, what you write will be shown directly to the client.