Managing Your Provider Schedule

To schedule a session with a client, you can use the Calendar or from within the client's file in Manage Clients.

 Please note that you must have them added to your Client List for the below steps. More information on adding a client can be found Here.

1. Click on Manage Schedule
2. Hover over Schedule
3. Select Video Session*
4. To add more than one person to a session, select Invite from Client List or Invite Guest by Email
   • Invite Guest by Email allows the user to get a 1-hour reminder email with a link to join straight into the session without a creating an account.
     • If Activate Client Portal is checked, they will get an email after the session to create a password and set up their own account
     • If you don't plan to see this guest again, you can uncheck the Activate Client Portal box and they will not be prompted to create an account after the session
5. Set your video session parameters and then click save at the bottom of the screen
   

Note: When scheduling from the Client List you can only schedule a video session.