You asked… Multi-Family Connections / Referrals

When connecting multiple families to a resource, you can record a Multi-Family Resource Connection (PAT Affiliates) / Multi-Family Referral.

This feature allows you to:

  • Create a Referral Record from the Calendar section
  • Document the details of the referral
  • Indicate all the participants that received the referral

The referral will be recorded for all families that attended. You can see these referrals for each family from their Resource Connection / Referrals page.

View the How-To Article for details on this new feature