Adding a New Client

When you start working with a new client, you will need to add them to the platform.

This will create a secure reusable link that your client can use to join all their sessions.

Steps to Add a New Client:

• Go to your Dashboard (this is the first screen you will see after you log in)
• Select ‘Add New Client’

• Enter your client’s name or a confidential identifier such as their initials or an I.D. number
• Press save to add your client to the platform
• You will then be taken to the ‘Client Manager‘ screen. This shows you a list of all your clients and this is where you can generate a session invitation to send to your client.