Manage new referrals, invite clients to start collaborating, create "offline" records, and find personal information for clients. It's all centralized within your Client Directory.

Why is it helpful?

  • Easily manage all inbound clients to your practice in one convenient location

  • Invite new clients to your practice

  • Control and monitor your waitlist

  • Create a client record for a client not on Speakbox Life

  • Find the contact details for all your clients

  • Quickly see all the workspaces for each of your clients.

Invite a client to your practice

  1. From the Client Directory, select "Add a new client"

  2. Input the Clients full name, and click, "Create"

    1. Email address is optional and not necessary if creating an "Offline Record."

      Note: When not synced to a Speakbox Life account, manually created Offline Records will not be able to join virtual appointments, receive electronic consent forms, provide insights, or collaborate during their care.

  3. Inside your new client record, select "Send Invitation"

  4. Enter the clients email address, confirm their name, and add a personal message which will be included in the email.

    Example: "Hi [Client], I'm looking forward to working with you. Speakbox is a tool that will help us to better share information like your care plan, session notes, and resources along the way."

  5. Click "Send"

FYI: Clients will receive an email from "Speakbox <no-reply@speakbox.ca>" with the subject line, "[client name], join [clinic name] on Speakbox!"

And... you are done!

Due to limited functionality, we strongly recommend only using de-synced records in the situations above. Keep in mind, If in the future this client does connect with your clinic, you can merge them with this existing record to share historical information.

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