All Collections
Client Management
Add clients to your account
Add clients to your account

Learn how to add new or existing clients to your Grow Therapy account.

Updated over a week ago

You can add clients by using your new client booking link. To add a client to your provider portal using your new client booking link:

  • Select the Dashboard option from the sidebar navigation.

  • Locate the Your practice section and ensure the New clients option is selected.

  • Click the Copy Link button next to your unique new client booking link.

  • Share this link with any client you want to see in your Grow Therapy portal, including clients from a previous platform or your existing practice.

Once a client accesses the link, they will choose their desired appointment time, add their contact details, select their coverage, and provide a payment method.

Note: If you have disabled referrals or have no availability, your booking page will show a fully booked message. Please ensure you are accepting new referrals and have availability before sharing this link with clients.

Example booking form

After a client submits the form, their information and appointment details will be added to your Appointments dashboard as an upcoming appointment, your Clients dashboard as a patient profile (record), and your synced calendar as a busy event.

Did this answer your question?