Adding and managing clients is straightforward with Therasee. This guide will walk you through the process of adding a single client, as well as managing client information and interactions.

1. Navigate to the Clients Page:

- From the sidebar, click on "Clients."

2. Click "Add Client":

- Click the "Add client" button and select "Add client manually."

3. Enter Client Details:

- Fill in the required fields: first name, last name, phone number, and email.

4. Optional: Invite Client to Portal:

- If you want to send an email invitation to the client, select "Invite client to your portal." This allows the client to access the client portal via your unique registration link.

5. Register the Client:

- Click "Register" to save the client's information.

If you need to add multiple clients at once, click on "Add multiple clients" and follow the flow explained here.

Clients can also self-signup using your unique client portal registration link.

1. Access Client List:

- Go to the Clients page to see a list of all registered clients.

2. View Client Profile:

- Click on a client's name to view their personal profile.

1. Profile Info Tab:

- In the profile info tab, you can complete additional information about the client.

1. Files Tab:

- Click on the Files tab in the client's profile to upload any related documents. All files are stored securely.

Therasee allows you to manage all aspects of client interactions and information. For each client, you can manage:

- Appointments: Schedule, modify, or cancel appointments.

- Notes: Keep detailed notes on sessions.

- Forms: Manage and store forms completed by clients.

- Invoices and Billing: Handle all billing and invoice processes.

- Files: Upload and organize client-related files securely.

Therasee serves as a central hub for securely managing your client information and interactions, streamlining your workflow and enhancing your practice's efficiency.