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Your Clients

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  • Onboarding Form Completion Confirmation and Progress Tracking
  • How to Disable Client Meeting Scheduling For Specific Clients
  • How Clients Can Confirm Attendance for Meetings
  • How to Add and Schedule Using Client Preferred Names
  • Does everyone in a family group get email notifications and reminders?
  • I am sorry I missed our session today.
  • Thank you
  • How to find out about available appointments with your provider
  • Schedule Telehealth
  • Leave message for the provider (therapist)
  • How to book an appointment (for patients)
  • I was not referred by the physician
  • Why do I need to enter credit card information?
  • How patients can update credit card
  • Is it possible to view my completed intake form?
  • How to create an account (for client portal/provider portal: patients/clients)
  • I need to make a payment
  • How do I log into the portal to see my receipts?
  • Can I change my appointment? (Modify/edit appointment/meeting) How to reschedule my appointment
  • I'm in the waiting room
  • Do I need to reset password every time I have session (e.g. every week)?
  • Provider (therapist) has not joined session - did not show up
  • How do I sign up?
  • I don't know my email or password (I forgot my email and password)
  • My email does not work (the system does not accept my email)
  • How to add a client without an email address
  • Client Does Not Receive Email
  • How Can I Cancel a Session (for patients)
  • How to Reset Your Password
  • How to Schedule a Meeting with Your Therapist/Provider
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