Business operations

Prepare and track a referral handoff

Refer work to a partner with a reviewed message and recorded outcome.

1. Open Operations → Partners and referrals and create a referral. Choose the receiving partner, reason, event title, dates, and timezone; link the event, inquiry, or client when relevant.
2. Review other overlapping bookings before declining a date. An overlap alone does not prove every staff member is unavailable.
3. Client contact details are excluded by default. To include them, select the client, confirm their authorization to share with that partner, and record when and how it was given.
4. Review the receiving address, subject, and complete handoff body. Select Open email draft to review and send from your email application, or copy the reviewed text for an authorized handoff.
5. Record offered/sent, accepted, booked, declined, or cancelled, with notes and any reported booking value. Create a new referral if a sent handoff needs different details.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.