Katina is a cutting edge automated referral management and client-practitioner match making software, helping you optimise your intake process, reduce admin burden and ensure best fitting clients for you and your practitioners.
To enable the Katina integration please follow the below steps:
💡 You will need to have an account with Katina set up for the integration to work, click here to sign up.
Enable Katina
From coreplus:
From the Dashboard go to Set Up > Add Ons
Select Katina Online
Accept the Terms & Conditions and click "I agree"
From Katina:
Copy and paste the coreplus Access Token from Set Up > Add Ons > Katina
Navigate to the Account section within Katina
Locate the coreplus button and click on Manage
Select YES to Enable coreplus Integration
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