Referix · screen preview · 2026-05-08 · v0.4 tokens

Onboarding tutorial — first-login walkthrough

A 3-screen tutorial new users see before they hit the dashboard. Two persona-specific flows. Skippable at any point. Findable later from Settings → View intro so users can revisit it (or show it to a colleague).

Dentist tutorial · 3 screens

1 of 3 · the pitch
9:145G · 92%
How it works
You Send
3+ Specialists
02:14 Dr. Tran replied

Real-time matching

Find a specialist in minutes, not days.

Send a referral once. Nearby specialists who do the work you need get notified instantly and reply with available times. No phone calls. No waiting.

2 of 3 · the moment
9:145G · 92%
Open 04:21
M, 47 · Pulpitis #19
Dr. Linh Tran 2.3 mi
Today 3:45p Tmrw 9:15a Fri 8a
Dr. Marcus Webb 4.1 mi
Dr. Priya Shah 1.8 mi

In the chair

Pick the best slot before the patient leaves.

Replies arrive live. Read the times with the patient still in the room. Confirm the appointment in seconds — no follow-up calls, no patient ghosting.

3 of 3 · the handoff
9:145G · 92%
Confirmed Today 3:45p
Dr. Linh Tran · Tran Endodontics
Patient scans this from your screen

Hand-off

Just scan and go.

Show the patient a QR code. They scan it from your screen and get the specialist's intake form on their phone. No paper. No follow-up calls. The appointment is locked in.

Specialist tutorial · 3 screens

1 of 3 · the pitch
9:145G · 92%
Incoming
05:14
Urgent M, 47 · Endo Foroughi · 2.3 mi
09:42
F, 62 · Endo retreatment Camelback · 1.4 mi

Curated to your practice

Get matched to nearby cases that fit.

Referrals you receive are filtered to your specialty and your service area. Only cases you can actually take — no spam, no irrelevant requests.

2 of 3 · the reply
9:145G · 92%
Quick add
Today · 3:45p 60 min
Tmrw · 9:15a 60 min

Reply in seconds

Send your available times in under a minute.

Tap a quick preset (Today, Tomorrow AM) or pick exact slots. The dentist sees your reply instantly and confirms whichever time works best for the patient.

3 of 3 · the ROI
9:145G · 92%
This week
9
Bookings
4
Same-day filled
$3,200–$4,800 in chair-time recovered from same-day cancellations.

The math

Fill same-day cancellations automatically.

Empty chair time is lost revenue. One filled same-day slot covers the platform for a month. Most specialists fill 3–5 in their first 30 days.

Desktop · tutorial as full-page overlay

On first login, the tutorial appears as a centered overlay over a dimmed dashboard. Same 3-step content, prev/next navigation, skip in the corner.

Referix
You Send
3+ Specialists
02:14 Dr. Tran replied

Real-time matching

Find a specialist in minutes, not days.

Send a referral once. Nearby specialists who do the work you need get notified instantly and reply with available times.

Settings · view intro again

Once the tutorial has been seen (or skipped), users can re-launch it from Settings. Useful for showing a new colleague at the front desk without making them sign up themselves.

Profile Name, photo, contact
Notifications Web push, email preferences
View intro again Replay the 2-minute tour. Good for showing a new team member.
Play
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