Adding a Client

When you start working with a new client, you first need to create a profile for them.

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 the Practice Manager (this is the first screen you will see after you log in)
  • Select ‘Add New Client’

Location of 'Add New Client' button on Practice Manager Screen


  • Enter your client’s name or a confidential identifier such as their initials or an I.D. number

Entering Client Name or I.D.

  • Select ‘Save’ to add your client to the platform
  • Your will then be taken to the ‘Client Manager‘ screen which shows a list of all your clients