- Login to your Admin account and go to Users>Create New User.
- Enter user’s First and Last Name, Email Address, User Type (select client if you wish to create a client account), Organization, Location (select a location, even if it only provides the one option), Timezone, and Password (i.e. Password123).
- Before clicking Save, make sure that the Send Welcome Email circle is checked. This will send email to the user inviting them to join the platform with a link to take them to the portal and complete registration.
Once a client is created, you will need to associate him/her to a provider in their organization. To add association, select this client's name and the providers's name and click Add Association. This will allow the provider to schedule sessions with this client and will also allow the provider to view his/her client file.