How to Send Community Referrals


After creating a new client, filling out their intake details, and finding ideal communities, you're likely ready to send referrals to their shortlist! To do so, you'll want to follow these steps:


1) Choose Email to Community Option


  1. From within a client profile, click Actions
  2. Choose Email to community

2) Edit Recipients (Optional)

All primary contact email addresses will automatically populate in the community recipients lists. If there are no primary contact email addresses associated with a community, an error message will display:



To edit and/or view the email recipients, click the Edit recipients button. From there, you can take a few different actions:

  1. Remove a community from the email. By clicking the checkbox next to the community name, you can remove that community from the referral email. (optional)
    • If you’ve already sent a referral to your client’s initial options but later add more, you can easily update the referral recipients. To send to the new options only, select Uncontacted. To reach only the communities you’ve already contacted, select Previously Contacted. (see image below)

Note: The options highlighted below will only be available after sending out the first referral from a client profile.

  1. Manually add recipients. You can always manually add recipients by clicking in the "To" row of any community you'd like to add a recipient for. (optional)
  2. Remove specific recipients. By clicking the "X" next to an email, you can remove individual recipients from the referral email. (optional)




3) Edit and Send the Referral Email


Note: The email will be sent separately to each community in your list. They won't know who else you have referred your client to.

Once you've ensured the recipients list is accurate, you can edit and send your referral email. See below for more details:


  1. Input emails you'd like Cc'd (optional)
  2. Choose an email Subject
  3. Insert an email and/or signature template. (optional)
  4. Edit the email body
  5. Choose whether to BCC yourself. This is a great option if you want to receive a copy of the email that the communities will get!
  6. Attach a file (optional)
  7. Choose whether to include the Client Intake PDF.
    • For additional Intake PDF options, click optional Client / Contract Details
    • To further customize what shows up on the Client Intake PDF, see here.
    • To preview the Client Intake PDF, go to the clients Actions tab and choose Download PDF (see image below).

  1. Choose whether to include the community availability request
  2. Click Send when you're ready to send the referral

4) View Your Sent Emails


To view your sent referrals, navigate to the Messages tab of the relevant client.



Have more questions? Feel free to reach out to us at support@seniorplace.com!

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