How to Add a Scheduler Account

The admin can add as many scheduler accounts as needed. The scheduler can create clients and client accounts and schedule sessions for therapists. The scheduler account is not able to conduct or attend teletherapy sessions or review notes, etc. For a full list of roles, please visit Roles in TheraPlatform.

Step 1: Click on Staff.

Step 2: Click on Add Staff Member.

Step 3: Make sure "Scheduler" is toggle on and enter account information

Step 4: Click on Save Changes

Note: The scheduler role is completely optional. You do not have to have a designated scheduler to schedule. The administrator and therapists can also schedule their own sessions.