Questions answered in this article:
- How do I onboard a client from the waitlist?
- How do I set up email notifications for a client?
- How do I invite my client to access the online portal?
View the instructional video(s) on this topic below:
- Getting Started: Adding a client + waitlist (4 min video)
Related articles:
1. Navigate to the Forms section on your Therabyte webpage and select the Self-Intake category. This allows clients to fill out the forms themselves. follow these instructions to set up the self-intake form.
2. After completing the self-intake form, the client will appear in your waitlist tab within the clients section. Select the client from the waitlist to proceed with onboarding, which will open the client chart modal for further action.
3. To set up email, SMS notifications and to verify that online access has been granted for an adult, click on the “Edit Profile” button.
4. To locate the settings for email, SMS and online access, scroll down to the bottom of the client info page. A valid email address is mandatory to Enable Online Access and Receive Email Notifications.
Note: If the client is a minor, then you will need to check the boxes granting primary legal guardian access.
For adult clients, grant online access directly to them by checking the corresponding checkboxes on the left side of the labels.
5. To proceed with the onboarding process, click the Save button.
6. At this stage, a modal will pop up, asking if you would like to “Send the account set up email?” also known as the Welcome email. Choose the client and any other guardians, if applicable, and then click the “Send email” button.
7. To complete the client onboarding process, click on “Onboard client” located in the bottom right corner. Alternatively, if this is a client that you will not be moving from the waitlist, you can delete the client record and it will be permanently deleted.
8. The onboarding process will guide you through each tab of the client’s chart to add relevant information. Click “Next” to progress through each section: People, Finances, Trees (Goals) and Files (Documentation).
9. To submit and finalize the setup, click the “Finish” button. You’ll find this button in the last section, Files.
10. When you click “Finish”, a confirmation modal will appear to complete the client onboarding process. If you haven’t yet sent the welcome/client setup email, you can do so now. If the step has already been completed, a green “Sent” icon with a timestamp will indicate when it was sent. Click the “Complete” button to proceed. This action will create the initial chart note, capturing all the data entered to date.
11. A notification will appear in the top right corner to confirm that the account has been successfully saved.
