Providers

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

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

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

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

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

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

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

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

Send a Secure Message to my Client, Colleague, or Staff

Written by Alex Vaughan
Updated over a week ago

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

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