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Knowledge base
General
Getting Started
6
Therabyte - Getting Started
TB Meet - Getting Started
Update Practitioner User Account Settings
Forgot and/or Reset Password
Filtering system - Search bar
View all 6
FAQ
39
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 39
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
1
Dashboard and Widgets
Clients tab (for the practitioner)
13
Adding a Client
Adding Multiple Practitioners to a Client
Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
Manage 3rd Party contacts
Creating a test client
View all 13
Client Portal
15
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
View all 15
Scheduler
11
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
View all 11
Notes
12
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 12
Therabyte Meet
16
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 16
Smart Trees
16
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 16
Invoicing
Invoice
14
Invoicing
Marking Invoice as Paid
Marking Invoice as Submitted
Share an invoice
Personalizing an invoice
View all 14
Contract
2
Manage Contracts
Deleting existing contracts
Billing/Invoicing
1
How can I invoice a school with multiple clients?
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
4
Adding a new clinic user (practitioner)
Removing a clinic user
Adding a Practitioner Student
Upgrading a student account to a Practitioner
Teams
4
Manager role
Manage the list of Disciplines
Team Clinic Settings
How to create a Team within my clinic
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
Update Practitioner User Account Settings
Forgot and/or Reset Password
General Settings
Setting up your Time Zone
Manage Hours of operation for online booking
View all 14
Landing Page
3
Set up your Landing Page
Manage Website Settings
Connecting to an existing website
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
2
Adding a funder
Creating contracts and/or claims for a funder
Subscription
2
Upgrading your Therabyte subscription and billing information
Introduction to Stripe and Subscription Tab
Form Builder
11
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 11
Templates
1
Editing system 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
2
Paying An Invoice From The Client Portal
Entering your client's Credit Card details for the first time
Business Resources
Templates
1
Freebie Templates
Help Desk Software
by Freshdesk