Find your way around

On a desktop, the left sidebar is the whole map. From the top:

• New Referral starts a referral. It is the one button that is not a page.
• Overview is the page you land on after signing in.
• Referrals opens your lists, one tab each: Received for referrals sent to your practice, Sent for the ones you made, and, if you send referrals, Drafts for the ones saved but not sent. A number on Referrals counts referrals you have not opened yet.
• Messages holds every conversation, with a count of unread ones.
• Relationships shows which practices you refer to and which refer to you.
• Get referred holds your practice's link, so offices that are not on Syncroly can refer to you. The Primary Admin and Admins always see it; everyone else sees it once the link is on.
• My Shortlists holds the providers you keep ready for each specialty.

Below these you may also see Invite Providers.

The arrow beside the logo collapses the sidebar to icons; select it again to expand it. On a narrower window it starts collapsed. Hover an icon to see its name.

At the bottom of the sidebar, beside the theme switch, is your name. Select it to open the account menu: Settings, What's new, Help, About Syncroly, and Sign out. Help opens this help center in a new tab, so nothing you were doing is lost.

Overview opens with a greeting, then the referrals that need you.

• Needs you lists up to five referrals and drafts waiting on you, late ones first. Select one to open it. The links under the list open Received, Sent or Drafts. When nothing is waiting, it reads All caught up.
• Waiting on others groups the referrals waiting on someone else, such as Waiting on practices or Waiting to join Syncroly, with how long the longest has waited. Select a line to see the referrals that have waited longest.
• Recent activity lists what happened since your last visit that asks nothing of you, such as bookings, updates and new files. Its heading says how far back it goes. Select a name to open that referral.
• On a Pro plan, once you have enough referrals to compare, How it's going counts how your recent referrals turned out, such as how many booked, and how that compares with the period before.

Below these, a card can show one note at a time: a setup step, something to fix, or what's new. Select the X to dismiss a note; a note without one stays until what it asks for is done. At the foot of the card, Search help searches these guides.

Until your practice sends or receives its first referral, Get started takes the place of Waiting on others while you have setup steps left. Select Skip on a step you don't need.

On a phone or a narrow window the sidebar is replaced by a bar across the top. The menu button at the top left opens a drawer with the same entries: New Referral, Overview, Referrals, then Messages, Relationships, My Shortlists, and Settings under Manage, and What's new and Sign out under Account. A dot on the menu button means a new referral or an unread message is waiting; open the drawer and the count sits on Referrals or Messages.

Your initial at the top right opens a shorter account menu: Settings, Invite Providers where your practice has it, What's new, Help, and Sign out. The page content is the same as on a desktop, stacked in one column.

Selecting Settings from the account menu swaps the sidebar for a settings sidebar and opens Profile & Security. The entries are grouped: Account for your own profile and password, Preferences for Notifications and Display & Defaults, and, for the Primary Admin or an Admin, Practice and Administration for the practice-wide pages. Back to Overview at the top returns you to Overview. On a phone, Settings opens a list of the same pages with a line describing each.

In your first 30 days, the first time you open Overview on a desktop, a short tour points out the sidebar and your account menu.

You can also watch a 4-minute video of the main screens. Sign in to watch it.