If you've selected Client Pays, your client will receive a secure referral link where they can:
review the referral
complete payment (where applicable)
create their Vively account
provide any required information and consent.
The referral will not progress until these required steps have been completed.
What happens if the client doesn't complete payment?
If your client does not complete payment, the referral simply remains pending.
No testing will be arranged until payment has been successfully completed.
You can monitor the referral status at any time through your Practitioner Platform.
Can my client complete payment later?
Yes.
Your client can return to their referral and complete the required steps at a later time.
Once payment has been completed (where applicable), the referral will continue through the normal testing pathway.
What if my client has questions?
Some clients may have questions before completing their referral.
Depending on your workflow, they may contact either:
your practice
the Vively Practitioner Support team.
If additional assistance is required, we're always happy to help.
What if I've selected Practice Pays?
If you've selected Practice Pays, your client is not asked to make payment through the Vively platform.
Instead, your practice's nominated payment method is charged and the referral continues through the normal testing pathway.
Frequently asked questions
Can I resend the referral?
Yes.
If your client has misplaced or cannot find their referral email, you can resend the referral from the Practitioner Dashboard.
Will I know whether my client has completed payment?
Yes.
The Practitioner Dashboard allows you to track the status of each referral, including whether your client has completed the required onboarding steps.
Does the referral expire?
A referral that has not been completed may remain pending until the required steps are completed or the referral is cancelled.
If you have questions about a pending referral, please contact Practitioner Support.
Can I change the referral after I've sent it?
Once a referral has been submitted, it cannot be edited.
If changes are required, please contact Practitioner Support for assistance.
Practitioner Support
If a client is experiencing difficulties completing payment or progressing their referral, we're here to help.
đ§ Email: contact@vively.com.au
Our Practitioner Support team aims to respond as quickly as possible during business hours.