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