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How do I update my password as a Referrer or Referring Organisation?
Reset Referrer login via Practice Admin (in the absence of password and reset phrase)
Practice Admin for my Referring Organisation - is there a guide ?
1 - FAQ's
What is the Password Reset Phrase and why is it needed?
Add or remove a Referrer to a Referring Organisation
The Importance of the Messages icon on the Dashboard.
Why is a referral moving to P automatically when I try to move to ITP?
How do I change my personal details?
See all 25 articles
2 - Getting Started
3 - Making and managing referrals
Add a referral
Change referral status from Left Early to Intends to Participate/Participating
Change the status of the referral
Change referral status from Completed to Participating
See all 37 articles
4 - Activities
Overview of how to Add a New Venue, associate it with an Activity and generate Sessions
Adding a New Venue
Adding a New Activity
Changing a Venue for a specific session
Creating Sessions for an Activity
See all 13 articles
5 - Tasks
Create a new task (event based)
Create a new task (user generated)
Add a task to a referral
How to view and filter tasks on the dashboard
See all 12 articles
6 - Reporting
How to view built in reports
Export data from ReferAll
Activity Attendance Report
How to filter data
7 - Text Messages
Setting up Text Messages and their requirements.
How do I set up automated text messages linked to a new or existing activity?
Failed text messages
Sending text messages in bulk
Text messages and Do Not Contact
See all 7 articles
8 - Member App
Enable a client to book their own sessions
How to get the Member App
Member App FAQ's
Booking an appointment as a Member
Cancelling an appointment as a Member
See all 9 articles
XN Dimensions Integration
QMS Health Check Software
Life Fitness - LF Connect
Release Notification for Thursday 1st August 2019
Release Notification for Thursday 11th July 2019
Release Notification for Tuesday 4th June 2019 at 2300hrs
Release Notification for Thursday 16th May 2019
Release Notification for Wednesday 27th of March 2019
See all 15 articles