Calendar and Scheduling
- Managing your Availability FAQs
- Managing your Availability
- Navigating your calendar
- Adding and managing appointments
- Enabling online appointment requests
- Adding the Appointment-request Widget to your website
Clients
- Adding a new client and navigating your Clients and contacts list
- Navigating the client Overview page
- Editing a client's information
- Managing client and insurance billing
- Enhanced Client Management for minors
- Enhanced Client Management for couples
Telehealth
Client Portal
Appointment Reminders
Documentation and Paperless Intakes
Self-Pay Billing
Insurance Billing
Guides for Clients
- Getting started guides for your clients
- Getting started guides for clients: How to log in to the Client Portal
- Telehealth FAQs for clients
- Getting started guides for clients: How to request appointments
- Getting started guides for clients: How to confirm and cancel appointments
- Getting started guides for clients: How to use Secure Messaging