Loading...

Adding a referring doctor or practitioner to your invoices


Whether you simply want to keep track of people who refer to you business or if you need to keep track for auditing purposes AppointmentGuru can help you out.

To add a referrer to a client's record simply:

Adding a referrer:

  1. Go to the Clients page and click on the Client info tab
  2. Click on Add a referrer (bottom right) to add the referral information.

How works

Any referrer marked as current on a user's profile will automatically be added to the header information on your invoices.