You only need to have your client’s e-mail address in order to add a client to thera-LINK. Your client is responsible for putting in their information after clicking the link and accepting your invite.
- Go to the PEOPLE menu item.
2. Click the green ADD PROFILE button in the upper-right corner and complete the information by entering the client's email address, full name, role, and the provider you are assigning them to, even if it is yourself. :)
When the client receives their invite, it looks like this and is simple for them create a password by clicking the link. They are also informed when it expires. :)
Here's a quick video of adding a client as well: