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Providers
Questions specific to the calendar, Stripe payments, reports, or sessions? Get your answers here!
55 articles in this collection
Written by
Alex Vaughan
Change role of profile
Did you accidentally put someone in the wrong role? Just edit their role!
Written by
Alex Vaughan
Updated over a week ago
Canceling Your Subscription
Is thera-LINK not the best fit for you or your practice? This article will walk you through pausing or cancelling your subscription.
Written by
Alex Vaughan
Updated over a week ago
Provider Demo
Want to watch a demo of a provider? We've got one recorded just for you!
Written by
Alex Vaughan
Updated over a week ago
Starting a Session
Learn how to start an online session here!
Written by
Alex Vaughan
Updated over a week ago
Client Scheduler Sample Website
This is a sample website to show you what yours could look like!
Written by
Alex Vaughan
Updated over a week ago
Getting Started Guide for Providers
Ready to get going? Follow our step-by-step guide and you'll be up in no time!
Written by
Alex Vaughan
Updated over a week ago
Calendar & Scheduling
Scheduling a client
Quick tutorial to show you exactly how to schedule your client.
Written by
Alex Vaughan
Updated over a week ago
Setting up recurring appointments
Clients often meet routinely with you? Easy to set up!
Written by
Alex Vaughan
Updated over a week ago
Does my client receive the appointment information in their timezone?
How do timezones work in thera-LINK?
Written by
Alex Vaughan
Updated over a week ago
Edit or update an existing appointment
Things happen and you may need to adjust the time or price on an appointment. Here's how!
Written by
Alex Vaughan
Updated over a week ago
Working with In-Office Clients
Plan to schedule and use thera-LINK for in-office clients?
Written by
Alex Vaughan
Updated over a week ago
Schedule a couple, group, or family session
Need to invite more than one person to a session? Here's how.
Written by
Alex Vaughan
Updated over a week ago
I need to delete or reschedule an appointment.
How can I update or remove an appointment that I previously scheduled?
Written by
Alex Vaughan
Updated over a week ago
What does "Payer" mean on the appointment scheduling page?
Want your client to pay before entering the session with you?
Written by
Alex Vaughan
Updated over a week ago
Will I be notified if a client requests an appointment with me?
Client Appointment Requests
Written by
Alex Vaughan
Updated over a week ago
I would like to block off time so clients cannot request an appointment during certain times.
Written by
Alex Vaughan
Updated over a week ago
Do I have to use the thera-LINK calendar for my appointments?
Written by
Alex Vaughan
Updated over a week ago
If my client is able to see my availability, can they schedule an appointment on my calendar?
Written by
Alex Vaughan
Updated over a week ago
Set up my calendar to show my availability for clients
You only work certain hours and want your clients to only be able to schedule then?
Written by
Alex Vaughan
Updated over a week ago
Client & Session Notes
Adding a Session/Client Note
How to add a session or client note
Written by
Alex Vaughan
Updated over a week ago
Session or Client Notes
Written by
Alex Vaughan
Updated over a week ago
Client Scheduler
Creating Appointment Types
Explanation of Appointment Types and how to use them
Written by
Alex Vaughan
Updated over a week ago
Client Scheduler Settings
How do I set my availability and scheduler up so my clients can book on my calendar from my website?
Written by
Alex Vaughan
Updated over a week ago
How to add the Client Scheduler button to your website or signature.
Enabled Client Scheduler and now looking to put a button on your website or signature?
Written by
Alex Vaughan
Updated over a week ago
Document Sharing
What is document sharing and how do I use it?
Document sharing is a useful feature to securely share a document with your clients.
Written by
Alex Vaughan
Updated over a week ago
My Profile
Updating your Settings and Practice Info
Profile picture, waiting room, password, and payment info.
Written by
Alex Vaughan
Updated over a week ago
Change or update my password
Written by
Alex Vaughan
Updated over a week ago
Session limit reached error
plan limit reached
Written by
Alex Vaughan
Updated over a week ago
People - Clients, Colleagues, & Staff
Adding/Inviting a client
Need to add a client and want to know what information is required?
Written by
Alex Vaughan
Updated over a week ago
Unarchiving a Client
Written by
Alex Vaughan
Updated over a week ago
I just added my first client. Now what happens?
Written by
Alex Vaughan
Updated over a week ago
Adding a Colleague
How to add a colleague to the system
Written by
Alex Vaughan
Updated over a week ago
Adding Staff Members
Add another provider or office manager to your account
Written by
Alex Vaughan
Updated over a week ago
What info can I see about my clients?
Client Profiles
Written by
Alex Vaughan
Updated over a week ago
Removing a Client from your Practice
Need to delete or remove a client?
Written by
Alex Vaughan
Updated over a week ago
Client didn't receive invitation.
If your client didn't receive their invitation or lost it, read here.
Written by
Alex Vaughan
Updated over a week ago
Removing a Staff member or a Colleague
Need to delete someone from your account?
Written by
Alex Vaughan
Updated over a week ago
Updating a client's profile information.
Need to change a client's name or email address?
Written by
Alex Vaughan
Updated over a week ago
Understanding staff members
Written by
Alex Vaughan
Updated over a week ago
What are staff and how many can I add?
Written by
Alex Vaughan
Updated over a week ago
Why can't I add a staff member to my account?
Written by
Alex Vaughan
Updated over a week ago
What are colleagues and is there a limit on how many I can add?
Written by
Alex Vaughan
Updated over a week ago
Add a client that already uses thera-LINK
Existing thera-LINK client
Written by
Alex Vaughan
Updated over a week ago
Reports
Report on sessions and clients
Want to look at your usage for the year? Check reports!
Written by
Alex Vaughan
Updated over a week ago
Secure Messaging
Send a Secure Message to my Client, Colleague, or Staff
Written by
Alex Vaughan
Updated over a week ago
Sessions
Whiteboard
Written by
Alex Vaughan
Updated over a week ago
Is there a maximum session duration?
Time limit for a session?
Written by
Alex Vaughan
Updated over a week ago
My client says they are in the waiting room but I don't see them.
Written by
Alex Vaughan
Updated over a week ago
Ending a Session
How to end your session
Written by
Alex Vaughan
Updated over a week ago
Clicking on the client from the waiting room and it says "Joining...Please wait."
Why does it not let my client in from the waiting room?
Written by
Alex Vaughan
Updated over a week ago
I have clicked to start a session. How do I know if my client is in the waiting room?
Written by
Alex Vaughan
Updated over a week ago
Can I share my screen during my session?
How to start a screenshare in thera-LINK
Written by
Alex Vaughan
Updated over a week ago
Settings
Changing my waiting room music and image.
You want your waiting room to suit your practice and style. Update it to what you want.
Written by
Alex Vaughan
Updated over a week ago
What is portal branding and how do I do it?
Interested in using the branding option that is included with the ultimate plan? Look here!
Written by
Alex Vaughan
Updated over a week ago
Adding multiple office locations
Seeing clients in-office and online? Add your office location(s)!
Written by
Alex Vaughan
Updated over a week ago