How To Request Your Referral System

Open the Referral System Request Form in your software homepage.

Upon completing the form, our team will build your system and notify you within 48 business hours when it's ready. While you wait, you can proceed with the setup checklist below.

Setup Checklist

1. Decide on your form completion incentive (BEST results: $10 Starbucks gift cards). You can also offer free products, travel kits, or self-care bags, or B12 Shots)

2. Edit & print your referral collection forms. CLICK HERE for Canva template.

3. Edit & print in-office signage. CLICK HERE for Canva template.

4. Place signage prominently throughout your clinic. Print out referral collection forms and stack them on clipboards.

5. Advance to the User Guide to start collecting referrals!