Case Study

Referring to Impact: How Cassie Guides Meaningful Referrals with a Unique Link

Cassie is a community Occupational Therapist who splits her week between home visits, clinic sessions, and school consults.

A recurring pinch-point kept surfacing in her notes: clients and carers wanted clothing that made dressing simpler: soft fabrics, wide openings, no scratchy tags; but Cassie’s ad-hoc recommendations were time-consuming to keep current and hard for families to act on.

She tried handing out lists and bookmarking product pages; inevitably, the links aged, carers lost the printouts, and the follow-up phone calls returned:

“Where do we buy the things you mentioned?”

Cassie's Referral Program Journey

When Cassie discovered The Shapes United OT & Allied Health Referral Program, the appeal was its simplicity.

She applied online, was approved, and received a unique referral link (plus an 10% client discount code) and a ready-to-print QR for her clinic.

She added the link once into her discharge notes, email signature, and a small “Resources” section on her website and placed the QR card in her treatment room.

From then on, whenever a dressing barrier came up, she kept the conversation neutral and client-led:

“If you’d like to explore softer, easy-on options, this link will take you to a selection. Choose what suits your routine and budget.”

No hard sell, no cataloguing.

1. Discovering the Potential

The change was immediate. Clients could browse privately, in their own time, and order what felt right—side-fastening pants for seated dressing, tag-free tees for sensitive skin, cushion-sole socks for comfort.

Cassie no longer maintained scattered lists or fielded the same “where to buy” messages.

Instead, a simple dashboard showed which categories her community actually used.

She refined her handouts based on real behaviour (for example, adding a short line about flat seams for wheelchair users), and she disclosed her referral relationship in line with clinic policy.

Commissions from tracked orders were paid automatically at the default 10% rate, which Cassie earmarked for client resources and pro-bono hours; no stock handling, no paperwork.

2. Seamless Workflow and Integration

What made it work wasn’t just the link; it was how seamlessly it fit into Cassie’s existing workflow.

The resource lived where clients already looked (notes, email, a small QR), her language stayed choice-based and respectful, and the product features aligned with clinical goals (flat seams, tag-free interiors, wide openings, soft breathable fabrics).

The result was less friction for everyone: faster signposting in session, clearer next steps for families, and visible insight for Cassie into what genuinely helped.

3. Get started Today

Getting started is straightforward: apply online, receive your unique link and QR, place them in your usual touchpoints (discharge notes, email signature, clinic poster, website resources), and reference them conversationally when dressing needs arise.

Orders placed through your link are tracked automatically; commissions are paid without extra admin.

If garments contain magnets, Cassie simply reminds clients to consult their healthcare professional if they use devices that could be affected.

From Single Orders to Wholesale Wins

As Cassie’s referrals gained traction, her school and clinic contacts began asking for “whole-room” solutions: class sets of garments, multi-size bundles, and consistent invoicing.

She stepped into The Shapes United wholesale pathway, working with our team to share a single bulk-order link (or QR) and a simple pack list.

Buyers could kit out multiple clients in one transaction, with better unit pricing and fewer admin steps.

The shift benefited everyone: organisations standardised sizing and features across teams; Cassie reduced one-off sourcing questions; and her tracked wholesale referrals delivered larger, less frequent orders that funded more community education.