Place a referral in under a minute

After logging in, you'll land on your dashboard. In the middle of the page you'll see the Peer Referrals section. Click + Create Referral to start building a client profile.

If you have multiple clients to refer, you'll repeat this process for each one. Each profile takes about a minute.

Enter the client's contact information and select the basics: therapy type, age range, session format, presenting concerns, payment method, and availability.

The client's email is used for the consent workflow once a match is selected. They'll receive an introduction email connecting them with the receiving therapist.

When you're done, click Continue to Preferences.

This is where the matching gets precise. Fill in what you know about the client's preferences: preferred therapeutic approaches, language needs, therapist gender and age preferences, and therapy style preferences (pace, structure, feedback style, emotional depth, and vibe).

Fill these out to the best of your ability based on what you know about the client. Skip anything you're unsure about. When done, click Preview Referral.

On the review screen, you'll see a summary of everything you entered. This is where you can:

• Add context in "What would best serve this client" to help receiving therapists understand the case
• Include any notes for the receiving therapist (clinical context, transition details, etc.)
• Set the urgency level. If your clients need to be placed quickly, select Urgent.

Click Publish Referral and the system takes over. It scores the referral against every therapist on the platform, notifies strong matches, and you'll be able to review interested providers from your dashboard.