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How to Create and Manage Referrals
How to Create and Manage Referrals
Fara Idayu | Zavy Support avatar
Written by Fara Idayu | Zavy Support
Updated over a year ago

Zavy allows you to monitor your referrals and to check which source of referral works best in your practice.

First go to "Referrals"

Then Click on "Create Referral Source"

Then fill out the information. Ex on source name (Instagram Ads, Facebook Ads)

You can manage category by clicking "Manage Category"

Once done click on "Save" on the bottom.

Once a new patient signs up always to remember to put in "Referral in" if applicable to monitor your referrals.

Once done you can monitor and check per source on the "Referrals" tab on the side

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