Clients and Client Portal Video Tutorials

Clients Videos Quick Links

Client Portal Video Quick Links


Adding New Clients and Inviting them to the Client Portal

This Sessions Health tutorial teaches you how to add a new client and set them up in the client portal.

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Couple, Family, and Conjoint Therapy Client Setup

This tutorial teaches you how to create and setup a couple, family, or conjoint therapy client.

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Convert Existing Clients into a Couples Client

This video shows you how to use existing clients within the context of the new couples client features.

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LGBTQ+

This Sessions Health tutorial teaches you about the support for LGBTQ+ clients.

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File Upload

This tutorial shows you how to upload files to a client record.

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Configuring the Client Portal

This Sessions Health tutorial teaches you how to configure the client portal.

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Client View of the Client Portal

This Sessions Health tutorial teaches you how clients setup and interact with the client portal.

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Send New Forms Through the Client Portal Tutorial

This tutorial explains how to send new forms or resend forms like the credit card authorization form through the client portal after clients have completed the intake process.

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Share a Document Through the Client Portal

This tutorial shows you how to share a document with a client through the client portal after they have completed intake.

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