--- title: How to Create a New Referral description: This article explains how to create and send a professional referral letter in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-create-a-new-referral#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Clients](https://support.pabau.com/en/pabau2/clients?hsLang=en) 3. [General](https://support.pabau.com/en/pabau2/clients?hsLang=en#general) # How to Create a New Referral ## This article explains how to create and send a professional referral letter in Pabau. #### Step 1: Navigate to Clients Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the left sidebar menu and click the **"Clients"** tab to expand it. It will reveal the **"Referral"** tab.  ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-14-2026-09-52-14-3244-AM.png?width=664&height=460&name=image-png-May-14-2026-09-52-14-3244-AM.png) #### Step 2: Create a New Referral To create a new referral, navigate to the top right corner and click the **"Create Referral"** button. This will open a referral form where you can enter all the details needed to send the referral. ![Screenshot - 2025-05-21T151943.810](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Screenshot%20-%202025-05-21T151943.810.png?width=625&height=299&name=Screenshot%20-%202025-05-21T151943.810.png) If you haven't yet created any referrals, you will see the screen below. Click **"Manage Referrals"** to get started. ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-14-2026-09-53-36-7067-AM.png?width=652&height=392&name=image-png-May-14-2026-09-53-36-7067-AM.png) #### Step 3: Fill in the Referral Details You'll now see a form where you must first insert the client using the search bar. ![Screenshot - 2025-05-21T152936.084](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Screenshot%20-%202025-05-21T152936.084.png?width=416&height=317&name=Screenshot%20-%202025-05-21T152936.084.png)   Below that, complete the remaining required fields: - **From:** Your name and clinic email (auto-filled) - **To:** Enter the recipient’s name, email, and phone number #### Step 4: Insert Instructions On the right hand-side, you'll view the following options: - **Instructions:** Add any relevant clinical instructions or notes - **Insert Letter:** You can also insert a letter using the Insert Letter button on the top right corner if your clinic uses templates - **Reason for referral:** Briefly explain why you are referring the client - **Referral Summary:** Toggle which client data to include (e.g., medications, past appointments, photos, notes) ![Screenshot - 2025-05-21T154136.614](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Screenshot%20-%202025-05-21T154136.614.png?width=663&height=266&name=Screenshot%20-%202025-05-21T154136.614.png) #### Step 5: Choose How to Finalize the Referral Once all the fields are completed, you can: - **Preview** the referral using the button in the top right corner - **Save** it for later by clicking **"Save"** - **Send** it immediately by clicking **"Send"** By clicking "Send," the referral will be sent via email to the contact you specified in the “To” section, and a copy will be saved under the client’s profile. **NOTE:** To view how you can create referrals directly from the client card, review [this guide](https://support.pabau.com/en/pabau2/how-to-create-a-new-referral-from-the-client-card?hsLang=en).  --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. 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