Onboarding and supporting clients

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

4 articles in this collection
Written by Aidan Scott

Administration

How do I schedule an appointment?

Keep track of your calendar and schedule upcoming sessions with clients.

Written by Aidan Scott
Updated over a week ago

Managing your Client Directory

Your one place to manage client connections and access their information.

Written by Aidan Scott
Updated over a week ago

Collaboration

How do I share a document?

Easily and securely download and share documents with your care team.

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.

Written by Aidan Scott
Updated over a week ago