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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
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