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Knowledge base
General
Getting Started
4
Therabyte - Getting Started
TB Meet - Getting Started
Update Personal Details
Forgot Password
FAQ
3
Is there a mobile app?
What is the data upload limit?
Text editor format
My Office
Dashboard
0
Clients tab (for the practitioner)
7
Adding a Client
Adding a Client to Waitlist (Practitioner side)
Adding Multiple Practitioners to a Client
Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
Manage 3rd Party contacts
See all 7 articles
Client Portal
9
Client portal: A look Inside
Signing a Form: Options for Clients
What does my client have access to?
Therabyte Client Portal Setup - Practitioner
Therabyte Client Portal Setup - Client view
See all 9 articles
Scheduler
8
Using the 3-Step Scheduler
Creating a scheduled client event
Setting up Direct or Indirect Client Events
Adding Multiple Clients to a Group Session
Share Homework to the Client Portal
See all 8 articles
Notes
9
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
See all 9 articles
Therabyte Meet
13
Getting Started with TB Meet
TB Meet - Practitioner's View
Creating a Video Session event
Join Video Session - Practitioner
Join a Video Session - Client
See all 13 articles
Smart Trees
4
What is a smart tree?
Setting up your Smart Trees
Editing and sorting your Smart Trees
Adding goals to a session - from the scheduler
Invoicing
Invoice
6
Invoicing
Marking Invoice as Paid
Marking Invoice as Submitted
Share an invoice
Personalizing an invoice
See all 6 articles
Contract
1
Manage Contracts
Billing/Invoicing
0
Online Booking
Booking an Appointment
1
Client online booking
Appointments
1
Approving or Rejecting an Appointment
Management
Clinic Users
3
Adding a new clinic user (practitioner)
Removing a clinic user
Adding a Practitioner Student
Teams
1
Manager role
Practice Setup
Settings
8
Update Personal Details
Forgot Password
General Settings
Setting up your Time Zone
Manage Hours of operation for online booking
See all 8 articles
Website
5
Set up your Practice Website
Manage Website Settings
Connecting to an existing website
Intake Template and workflow
Consent Template - DISABLED
Services
7
Create a Non-billable service
Setting up Services
Archiving services
Adding services to your website
Services - setting up packages
See all 7 articles
Funders
2
Adding a funder
Creating contracts and/or claims for a funder
Templates
1
Editing system email templates
Client Supports - Articles for your client
Client Portal Set Up
2
Therabyte Client Portal Setup - For your Client
Troubleshooting the Client Portal set up - client view
Self-Intake
1
Self-Intake (for clients)
Help Desk Software
by Freshdesk