How To: Add Clients

Modified on Tue, 29 Aug 2023 at 01:14 PM

TABLE OF CONTENTS

Adding clients is a simple and integral part of using Therachat. 


Please note the following when dealing with minors:
1) The minimum age a client can join Therachat is 13 years

*As a friendly reminder, be sure to obtain consent for the treatment of minors under 18.


Adding clients can be done in two ways:


Add a client from your dashboard

From your dashboard under "Recently added clients" simply scroll all the way to the right and click "Add a new client".

    


Add a client from your "clients" tab

By clicking on your left-hand drop-down menu - you can access your "Clients" tab

Simply click on "add more clients to start setting up your client roster.


After clicking on "Add more clients" or "Add a client" simply click "Add a single client"


You will then be taken to the "Add a client" page where you can enter your client's information. 

Please note that all information here is required other than "Preferred first name" which is optional.


You will be taken to a new screen to input the client's information.

**Please note the following is required to sign up a client:

- First Name

- Last Name

- Email

- Country
- Phone Number

- Date of Birth (Therachat will auto-populate their age for you)

- Client Since

- Address



Tags

After adding all of your client's information you can add a "Tag" to organize your clients in a way that is meaningful to you. Some examples include "high risk", "depression", "long-term client", etc.


Sending an Invitation

Once completed, you will need to set up sending them an invitation. 

You can send an invite to clients now or at a later time. Invites can only be sent via email.

If you choose later, you can send multiple invitations from your clients' tab in your dashboard (see below).



**Please note, if you do not send an invitation - even if you have entered your clients' information - they will not be invited to Therachat** 



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