Can I set an appointment limit on referrals?

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You can customise the rules by setting up different Referral Types (for example, where you have a set number of appointments per employee).

To do this:

  1. Click Finances > Fees, then click the Referral Types tab.

  2. Click Add Referral Type at the top-right of the page.

  3. Complete all the relevant information.

  4. Click Save.

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