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

Manage referrals to your practice

Respond to self-referrals and invite clients to your practice.

Written by Aidan Scott
Updated over a week ago

Inside your Client Directory

Your one place for all your client information

Written by Aidan Scott
Updated over a week ago

Schedule your next session

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

Written by Aidan Scott
Updated over a week ago

Collaboration

Create a Workspace

Workspaces help you and your clients collaborate during care.

Written by Aidan Scott
Updated over a week ago