Once you've created a test bundle, there are three ways to get it to your client. Each option is available from the Actions button next to any bundle in your Test Bundles list.
Option 1: Send to client
This sends an email to your client with a link to purchase the bundle themselves.
Click Actions next to the bundle, then select Send to.
Enter your client's name, email address, and any comments you'd like to include.
Click Send.
Your client will receive an email with a button to purchase the bundle. They'll need to enter their personal details, provide consent, and complete payment. After payment, they'll need to verify their email address, and then their referral will be generated automatically.
Option 2: Buy for client
This lets you purchase the bundle on your client's behalf. You must have a credit card linked to your billing settings to use this option.
Click Actions next to the bundle, then select Buy for.
Enter your client's name and email address.
Tick the box to confirm you have the client's consent for this purchase.
Click Buy.
Your client will receive two emails: one notifying them a test has been purchased on their behalf (with a prompt to verify their email), and one containing their referral and collection instructions.
Option 3: Copy bundle URL
This copies a direct purchase link that you can share with your client however you prefer (email, messaging, etc.).
Click Actions next to the bundle, then select Copy Bundle URL.
Paste the link wherever you'd like to send it.
When your client follows the link, they'll go through the same purchase and verification flow as Option 1.
After the purchase
Regardless of which option you use:
The client must verify their email address before their referral is generated.
Once verified, the referral appears in your Referrals tab.
When results are received from the lab and processed, they move to your Results tab. Both you and your client receive an email notification.