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Onboarding and supporting clients

Onboarding and supporting clients

From referral management to Workspaces, everything you need to know to start working with clients.

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4 articles in this collection
Written by Aidan Scott
Administration

Schedule your next session

Keep track of your calendar and schedule upcoming sessions with clients.
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Written by Aidan Scott
Updated over a week ago

Managing your Client Directory

Your one place to manage client connections and access their information.
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Written by Aidan Scott
Updated over a week ago
Collaboration

Host a Program

Broaden your reach - create events for education or peer support.
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Written by Aidan Scott
Updated over a week ago

Everything you need to know about Workspaces

Workspaces help you and your clients collaborate during care.
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Written by Aidan Scott
Updated over a week ago
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