To add new clients to your Grow Therapy account, you can either reserve a specific appointment time or send them your full availability using your new client booking link available in your provider portal.
Key Takeaways
This feature is unavailable for clients with select payors, such as Kaiser NorCal. Grow Therapy's contract with Kaiser NorCal requires authorization for each Kaiser NorCal client before they can schedule with you. Learn more here.
Reserving an appointment time creates a block in your schedule on the Grow Therapy calendar side only. The client must confirm the appointment for an event to be created on your synced calendar.
Reserve an appointment time
Note: Reserving appointment times for Kaiser NorCal clients is not currently available. Please see this article on accepting Kaiser NorCal clients for more information on the KP NorCal authorization process.
Reserving a specific appointment block for a new client intake ensures only they can book during this designated time. This feature allows you greater control over managing your referrals by preventing potential new or existing clients from taking that time.
Video Walkthrough
Written Walkthrough
To reserve an appointment time for a new client:
Navigate to Appointments via the sidebar menu
From either the calendar view or the list view, select + Add > New appointment.
Select New Client from the drop-down menu in the pop-up, as seen below.
Provide the client's name and email in the appropriate fields.
Next, select the desired appointment date, time, and location for the reservation. After confirming the information is correct, select Schedule.
The reserved timeslot will show as a pending appointment on your Grow Therapy calendar, and the client will receive an email prompting them to confirm the appointment and complete the booking process.
Note: Reserved (pending) appointment blocks for new clients will only appear on your Grow Therapy calendar, not on any synced calendars. Once the client confirms the appointment, it will populate as an event on your synced calendar.
Preview the client experience
After you initiate the appointment reservation process, the client will receive an email to confirm their appointment, similar to the one below:
When the client accesses this link, they will be directed to your booking page, where they can complete the registration process and be added to your active client list.
Expand to preview the client booking page
Expand to preview the client booking page
Send your booking link
If you prefer to provide the client a direct link to your booking page with a list of all open availability, you can provide them with your new client booking link.
Video Walkthrough
Written Walkthrough
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.
Paste this link into a message to share with any client you want to see in your Grow Therapy practice, including clients from a previous platform or your existing practice.
Once clients access the link, they will choose their desired appointment time, add their contact details, select their coverage, and provide a payment method.
Note: Sharing this link will allow clients to book an appointment, even if your referrals are turned off. If you have no available appointment times, your booking page will show a fully booked message. Please ensure you have available sessions before sharing this link with clients.
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.