Client Profile Menu

Once clicking on Client Profile, menu sections are quickly accessed by clicking an option from the right-hand quick pick. Menu sections relate to:

Personal Information

Contact Information

Settings

Group Memberships

Saved Credit Cards

Client Portal Login

Personal Information

This section allows you to create client profile basics . Within includes name, gender, marital status, and employment details. 

Contact Information

Contact information includes details such as client email addresses, phone numbers and emergency contacts.

Settings

The Settings section includes details such as the client time zone, reminders and activated therapists.

Group Memberships

Client groups are lists of clients that have group therapy sessions together.

Saved Credit Cards

Payment cards on file for the client.

Client Portal Login

Credentials such as the client username and password and activating two-factor authentication details.

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