Go to the "Manage clients" tab
Click the button that says "Add Client" In the top right corner.
Fill out the client information accordingly (first name, last name, email).
Please be sure to keep the "Activate Client Portal" option selected. This will ensure that the client receives an email inviting them to access their client portal and complete registration. To witness the client experience, watch this video.
Only if you, plan to see a client in-person and don’t want to have any online interactions with them or have them receive session reminders, Uncheck the Activate Client Portal option.