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