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

Schedule your next session

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

Written by Aidan Scott
Updated over a week ago

Inside your Client Directory

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

Written by Aidan Scott
Updated over a week ago

Collaboration

Host a Program

Broaden your reach - create events for education or peer support.

Written by Aidan Scott
Updated over a week ago

Create a Workspace

Workspaces help you and your clients collaborate during care.

Written by Aidan Scott
Updated over a week ago