Add a referral link to your email signature

You can turn your referral form into a link for your email signature, and a QR code for print. This guide covers editing the wording, copying it in, and opening the setup steps written for your practice.

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Before you start

The signature link and the QR code both point at your public referral form, so the form has to exist and be reachable first. If you have not set one up, start with Publish a public referral form. The Email Signature and QR Code cards appear once the form can be reached, either through its direct link or through a page you embedded it on.

Find the signature and QR cards

In the settings sidebar, under Practice, select Public Referral Form.
Scroll to the Email Signature card, with the QR Code card below it.

Set the wording and copy the link

The Email Signature card shows a live preview of the link the way it will read. The wording is set under Link text. Change it and select Save to keep it, or Reset to default to go back to the suggested wording.

The Email Signature and QR Code cards, scrolled so both are in view. A Preview box shows the link as it will read, Refer a patient to Wrenfield Family Dentistry, above a Link text field holding the same wording with a Save button, an HTML snippet block with a copy button and a line saying to paste it into your email signature settings, and a How to add to your email signature link. Below it the QR Code card carries the code, a Use it for list of business cards, conference and event handouts, brochures and one-pagers, and intro packets for new referring practices, and a Download PNG button. — The signature card at a dental practice, with the `QR Code` card below it.

The Email Signature card at a veterinary practice, from its heading down. The Preview box and the Link text field both read Refer a pet to Greenfield Veterinary Clinic, rather than the wording a dental practice starts with, and the HTML snippet and the QR Code card below carry the same link. — The same card at a veterinary practice.

Below the preview is the HTML snippet. Copy it and paste it into your email signature settings in your mail program, as the card says: Copy this HTML and paste it into your email signature settings. Pasting the HTML keeps the link styled rather than showing the raw code.

Open the instructions written for your practice

The card carries a link, How to add to your email signature, that opens a page written for your own link, with steps for common mail programs. It is tied to your account, so it opens only from this card, in a new tab, and only for an Owner or Administrator. There is no public address for it.

Download a QR code for print

The QR Code card shows a code that opens the same referral form when scanned. Select Download PNG to save it, then print it on business cards, handouts, or anything you leave with a referring practice.