Providers

Questions specific to the calendar, Stripe payments, reports, or sessions? Get your answers here!

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55 articles in this collection
Written by Alex Vaughan
Calendar & Scheduling

Scheduling a client

Quick tutorial to show you exactly how to schedule your client.
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Written by Alex Vaughan
Updated over a week ago

Setting up recurring appointments

Clients often meet routinely with you? Easy to set up!
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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?
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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!
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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?
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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.
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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?
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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?
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Written by Alex Vaughan
Updated over a week ago

Will I be notified if a client requests an appointment with me?

Client Appointment Requests
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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.

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Written by Alex Vaughan
Updated over a week ago

Do I have to use the thera-LINK calendar for my appointments?

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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?

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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?
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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?
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Written by Alex Vaughan
Updated over a week ago

Unarchiving a Client

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Written by Alex Vaughan
Updated over a week ago

I just added my first client. Now what happens?

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Written by Alex Vaughan
Updated over a week ago

Adding a Colleague

How to add a colleague to the system
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Written by Alex Vaughan
Updated over a week ago

Adding Staff Members

Add another provider or office manager to your account
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Written by Alex Vaughan
Updated over a week ago

What info can I see about my clients?

Client Profiles
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Written by Alex Vaughan
Updated over a week ago

Removing a Client from your Practice

Need to delete or remove a client?
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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.
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Written by Alex Vaughan
Updated over a week ago

Removing a Staff member or a Colleague

Need to delete someone from your account?
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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?
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Written by Alex Vaughan
Updated over a week ago

Understanding staff members

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Written by Alex Vaughan
Updated over a week ago

What are staff and how many can I add?

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Written by Alex Vaughan
Updated over a week ago

Why can't I add a staff member to my account?

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Written by Alex Vaughan
Updated over a week ago

What are colleagues and is there a limit on how many I can add?

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Written by Alex Vaughan
Updated over a week ago

Add a client that already uses thera-LINK

Existing thera-LINK client
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Written by Alex Vaughan
Updated over a week ago