Updating client Key Contacts and Referrer details

In this video, I will guide you through updating referrals and contact information for a client. By clicking into the client's profile, you can easily edit the referral source, add a referral date, and provide additional details. The same process applies to updating GP details, where you can add contact information and keep a history of other GPs used. To add key contacts, simply add or remove clients, input their phone number, and optionally include their email. You can also tag them as a partner or referrer. Watch this video to learn how to efficiently manage and update these important details.