There are currently 2 ways to add clients to the platform. There is an Add Client feature and there is also a Public Profilewhere a potential client can Message or Request Session
In order to add clients, you must first know their name and email address. With this information, login to your account, and navigate to the Client List. Click on Add Client and enter the requisite information along with your personalized message and press Add. You can watch a tutorial on this here.
Your client will then receive an email notification instructing them to register. They will have to click on a green button in that email that says Complete Registration and then will be taken to a page where they will create a password. They will then be logged into their own Portal and will complete their own setup guide. Please watch video above for further details.
You can also attract clients by utilizing the Public Profile page. To set up the page, go to Settings and click on the Public Profile tab. Fill out as much information as you would like to present here. Once complete, you can click the View Public Profile button to view how your profile web page will look to prospective clients. Prospective clients can click that button and they will be redirected to WeCounsel to create a client account and will join your network as your client.
You can link this Public Profile web page on your existing website, social media or in email blasts to draw attention to your telemedicine practice.
As soon as a client is added you will have access to their file and be able to begin scheduling sessions with them.