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How do I get started with Therasee?
How do I get started with Therasee?
Nick avatar
Written by Nick
Updated over a week ago

Welcome to Therasee, your comprehensive digital workspace for therapists and counsellors. In just under 5 minutes, this guide will help you set up your digital practice, whether you're a solo practitioner or part of a group. Let's begin a seamless and empowering journey with Therasee.

Step 1: Register for a Free Account

1. Visit the Registration Page: Go to https://app.therasee.com/register.

2. Complete Onboarding: Follow the easy onboarding steps to set up your account.

Step 2: Confirm Your Email

After completing the signup process, you will receive a confirmation email. Confirm your email by clicking the "Confirm Email" button in the email.

Step 3: Explore the Demo Client Profile

To help you experience Therasee from your clients' perspective, we've set up a demo client named 'Test Client'. This demo profile is linked to your email and phone number, allowing you to interact with the platform just as your clients would. It's a great way to familiarise yourself with their experience and explore the features firsthand.

Step 4: Follow the In-App Get Started Steps

Our guided steps simplify the setup process and allow you to tailor Therasee to your practice's needs. Complete each step at your own pace, or skip where necessary, as you customise and prepare your practice for success.

Step 5: Check and Modify Practice Settings

1. Access Practice Settings: Go to Settings > Practice Profile.

2. Review and Adjust: Ensure the settings apply to your practice. You can also change your practice URL, which is the link clients will use to access your practice's client portal.

Step 6: Set Up Your Schedule

Steps to Set Practitioner Availability:

1. Navigate to the Calendar: Go to your calendar and click the Settings icon on the top right.

2. Edit Availability: Click on "Edit availability."

3. Set Weekly Schedule: This will open a modal containing the weekly schedule that repeats each week.

4. Select Practitioner: Choose the practitioner whose availability you are setting.

5. Adjust Availability: Select the days and adjust the time periods for each day. Use the plus button to add multiple time periods for a day.

6. Save Changes: Click "Save changes" after making adjustments.

Step 7: Create a Service

Services allow clients to choose predefined session types with associated durations and costs.

1. Navigate to Settings: Go to "Settings," then select "Practice profile" from the top menu bar.

2. Select Services: Click on the "Services" tab.

3. Add Service: Click the "Add service" button.

4. Enter Details: Provide the service name (visible to clients), price, and duration.

5. Payment Settings: If you want to process payments at the time of booking, select "Process payments at the time of booking." Ensure Stripe is connected to your Therasee practice portal.

6. Make Service Public: Select "Keep service details public" to show this service in the client self-booking flow.

You're Ready to Start Using Therasee

You've now completed the basic setup and are ready to start using Therasee within your practice. Enjoy a streamlined and efficient workflow with Therasee, designed to support your professional needs.

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