How to Add Clients
In order to add clients, you must first know their name and email address. With this information, login to your account, and navigate to Manage Clients. Click on Add Client and enter the requisite information, along with your personalized message, and press Add.
Your client will then receive an email notification instructing them to register. They will have to click on a green button in that email that says Complete Registration and then will be taken to a page where they will create a password. They will then be logged into their own Portal and will complete their setup guide.
As soon as a client is added you will have access to their file and be able to begin scheduling sessions with them.
How to Confirm a client Accepted Your Invite
If a client accepts your invitation, you will receive an email notification letting you know that that client has accepted. All clients you have invited that haven't yet accepted the invitation will appear in your Manage clients section and will have a button towards the top right of their client file that says “Resend.”
How to Resend an Invitation or Fix the Email Address
Navigate to your Manage clients tab and search for the client in question. Once you locate their name, open their file. If the client has not yet activated his or her portal, then a Re-send Activation button will be at the top middle of the page. Click on that button and you will have the options to re-enter their email if you made any mistakes and then re-send.
You might also direct your client to check their spam folder as sometimes the invite notifications can wind up there.
Add an Email for an Existing Client
If ever a client that was previously added as in-person only needs to now have access to the video portion, simply follow these steps to add their email and send them a registration email.
- Click on Manage Clients
- Click on their name
- Once in the client profile at the top of the page you will see a button to activate the client portal.
- A new window will open up and allow you type in their email address and give you the option to input a short message
- This will send an email to your client asking them to register their account and confirm the email address.
Archive or Remove a Client
Log In to your account with your account email and password.
Click Manage clients on the left side of the page, then Edit Clients towards the top.
To archive a client, click the Archive button in the middle. When archiving a client you are making him or her inactive. You can reactivate them anytime by switching from "Active Clients" to "Inactive Clients" and you will not lose their info.