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Knowledge base
General
Getting Started
7
Therabyte - Getting Started
TB Meet - Getting Started
Update Practitioner User Account Settings
Forgot and/or Reset Password
Filtering system - Search bar
View all 7
FAQ
54
Is there a mobile app?
What is the data upload limit?
Text editor - Copy and Paste
Does Therabyte have an Offline option?
What is a Hard Reload and how do I perform one?
View all 54
Webinar Archive
3
Customer Webinar - Year - January 8, 2021
Customer webinar - Invoicing - February 10, 2021
Customer Webinar - Q and A - March 16, 2021
Onboarding
2
Therabyte's Onboarding Packages
Upgrading from Trial to Solo or Solo+ Plan
My Office
Dashboard
2
Dashboard and Widgets
My Performance (Practitioner)
Clients tab (for the practitioner)
14
Adding a Client
Adding Multiple Practitioners to a Client
Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
Managing 3rd Party contacts
Creating a Test Client
View all 14
Client Portal
14
Client portal: A look Inside
What does my client have access to?
Therabyte Client Portal Setup - Practitioner
Therabyte Client Portal Setup - Client's view
Troubleshooting the Client Portal set up
View all 14
Scheduler
12
Using the 3-Step Scheduler
Direct or Indirect Client Events/Sessions
How to Add Multiple Clients to a Session/Event
Sharing an Assignment to the Client Portal
To save or sign notes - Scheduler
View all 12
Notes
14
Creating a note in - Notes Tab
Note Editor features
Sharing a note - client portal
Creating a note in the client chart modal
Creating a note in the Scheduler
View all 14
Therabyte Meet
17
Getting Started with TB Meet
TB Meet - Practitioner's View
Creating a Video Session event
Join Video Session - Practitioner
Join a Video Session - Client
View all 17
Smart Trees
17
What is a Smart Tree?
Setting up your Smart Trees
Editing and sorting your Smart Trees
Adding leaf goals to a session - Scheduler
Recording the goal Outcome(s) - Scheduler
View all 17
Invoicing
Invoice
14
Invoicing
Marking Invoice as Paid
Marking Invoice as Submitted
Share an invoice
Personalizing an invoice
View all 14
Contract
2
Creating contracts and/or claims for a funder
Deleting Existing Contracts
Billing/Invoicing
1
How can I invoice a school with multiple clients?
TB Pay (Therabyte Pay)
2
How to Confirm Successful TB Pay Payments
Setting up Therabyte Pay (TB Pay)
Wallets
6
Transferring Wallet Funds
General Wallets
Creating a Wallet Fund Request
Understanding Wallets in Therabyte
Contract Wallets
View all 6
Online Booking
Appointments
5
Approving or Declining an Appointment
Schedule Video Session - Practitioner
Online Booking Settings
How to Setup Online Booking
How to Approve Online Booking Appointments made by Clients
Booking an Appointment
1
Online Booking (For the client)
Management
Clinic Users
7
Adding a new clinic user (Practitioner)
Clinic User's Status
Adding a Practitioner Student
Upgrading Student Practitioner to Practitioner
Clinic User Roles
View all 7
Teams
6
Manager role
Manage the list of Disciplines
Team Clinic Settings
Teams - Performance Analysis
How to create a Crew within my clinic
View all 6
Raw Data reports
3
Creating a raw data report
Raw data report generation for Clients with Billable services
Raw Data Reports: Mileage
Clinic Setup
Settings
14
Forgot and/or Reset Password
General Settings
Setting up your Time Zone
Manage Hours of operation for online booking
Scheduler Settings
View all 14
Landing Page
4
Set up your Landing Page
Manage Landing Page Settings
Connecting to an existing website
How to Disable Your Clinic Address on the Landing Page
Services
7
Anatomy of Services
Create a Non-billable service
Archiving services
Adding services to your website
Selecting a service for a scheduled event
View all 7
Funders
1
Adding a Funder
Subscription
2
Upgrading your Therabyte subscription and billing information
Introduction to Stripe and Subscription Tab
Form Builder
13
Introduction to the Form Builder
Guide to Accessing and Creating Therabyte Forms
How to share a Form to the Client
The significance of a Digital signature on a form
Form Builder 101: What are Basic Fields?
View all 13
Templates
2
Editing System Email Templates
Email Templates
For your Client - Support Articles
Client Portal Set Up
7
Therabyte Client Portal Setup - Practitioner
Therabyte Client Portal Setup - For your Client
What if my client doesn't get the account set up email?
What if my client can log in, but can't access the video session?
Setting a password for your client
View all 7
Self-Intake
2
Self-Intake (for clients)
Downloading Submitted Forms via the Client Portal
Online Booking - For Clients
2
Client Online Booking
How to Check Previous Appointments from the Client Portal
Form Builder
1
How to access Forms in the client portal - Client View
TB Pay - Client Portal
3
Paying An Invoice From The Client Portal
Entering your client's Credit Card details for the first time
Adding Credit Card Details (For Clients)
Business Resources
Templates
1
Freebie Templates
Help Desk Software
by Freshdesk