Email notifications
You will get an email notification whenever you receive a new contact form submission or phone consultation request from a Zencare client.
To find details about the call or view the client message, click the "View client details" button in the email. This will take you into the Zencare Members portal to a page providing more details about the client and their contact information. From here, you can message the client or reschedule/cancel the appointment as needed.
Helpful note: Make sure to add referrals@zencare.co to your email's whitelist so that client referral notifications don't go to spam (here's how!).
Members Portal referral management: Viewing Referrals
You can log-in to the Zencare Members Portal and navigate to the Full Client List within your "Client Referrals" section at any time to view your current and past referrals.
Your most recent unread messages will also appear on the dashboard of the portal. Clicking on the "View Conversation" button on your dashboard will allow you to see your unread message(s) from a client and respond.
All upcoming phone consultations will appear in your call calendar. You can also view a list of all upcoming, past, and cancelled calls below the call calendar.
