ReferAll Help Centre
Visit our blog
Raise a Support Ticket
Go to Customer Portal
FAQ's
Getting Started Guides
ReferAll Basics
Adding referrals and more
Get organised with your Referrals
How to manage the status of a referral
View, complete and send Questionnaires
Book and manage sessions
Communicate effectively with your referrals
Create, send and report on text messages
Create, send and view email delivery status
Spend less time on essential Tasks
Tasks
Bulk actions
Analyse your Service Data
Product updates
Security
2-Factor Authentication
MyReferAll
Referrers
FAQ's
Activities and Sessions
Questionnaires
Referral statuses
Referral record
Email
Exports
Integrations
Back to home
ReferAll Help Centre
FAQ's
Getting Started Guides
ReferAll Basics
Adding referrals and more
Get organised with your Referrals
How to manage the status of a referral
View, complete and send Questionnaires
Book and manage sessions
Communicate effectively with your referrals
Create, send and report on text messages
Create, send and view email delivery status
Spend less time on essential Tasks
Tasks
Bulk actions
Analyse your Service Data
Product updates
Security
2-Factor Authentication
MyReferAll
Referrers
FAQ's
Activities and Sessions
Questionnaires
Referral statuses
Referral record
Email
Exports
Integrations
FAQ's
Welcome to our Frequently Asked Questions (FAQs) section.
Change request for creating a bespoke questionnaire
How can I add a postcode to my scheme's coverage area?
Edit the details of a Referring Organisation
Which web browsers are supported by ReferAll?
Can I remove a postcode from a scheme's coverage area?
All of my text message campaigns are not available for selection in an Activity set-up
How can I deactivate an activity type/sessions for a referral? [relating to MyReferAll web app]
Unable to submit a new referral?
Change the date of a referral
How can I edit the demographic or medical information in a referral record
How do I deactivate a Scheme Administrator (User) account who has left?
What is a change request and how we deal with change request management
System status
How Alerts Work
Activities and Sessions
Why do sessions not display in the calendar view and what do the colours mean?
My team deliver a variety of session types, can I make an adhoc change to an activity session type when the instructor is the same?
Questionnaires
I am not seeing a questionnaire send link for email or text SMS. Why is this?
Questionnaire not appearing for a referral
Referral statuses
Why does a referral skip ITP status?
Referral record
Why does Ethnicity not transfer to a "Referred On" referral?
Why is biometrics not showing on a "Referred On" record or a Cross referral?
Can I move a referral or questionnaire information onto another scheme?
Biometrics log - add, delete or show all measurements in a referral record
How do I mark a client's referral as deceased?
See more
Email
Can I create or request an email template? (not relating to questionnaire emails).
Exports
Exports: Understanding your referrals Index of Multiple Deprivation (IMD) and Quintile of Deprivation (QOD) results
Integrations
Gladstone Go Integration
Xn Leisure Integration
ReferAll + EXi integration
