Once you have successfully logged in you will be redirected to Home Page. Please follow the steps given below to perform a tech check

• On Home page you will be able to see your "Today's Schedules"
• You will be able to see the "TEST YOUR VIDEO CAMERA" button (as shown in the image.)
• Click on the "TEST YOUR VIDEO CAMERA" button.
• It will redirect you to the respective video chat platform website.
• Follow the instructions mentioned on that webpage to perform the tech-check of your system.

Please follow the steps given below to update your Account information

• Go to the menu on left side of the screen.
• Click on the "My Profile" option in the menu (orange section shown in the image attached).
• It will show you the Profile.
• Update your information from here.
• To save and finish the update process click on the "UPDATE" button at the bottom of right side of the screen.

Please follow the steps given below to update your Account information

• Go to the menu on left side of the screen.
• Click on the "Calendar" option in the menu (orange section shown in the image attached).
• It will show you the Calendar and your schedules listed in that Calendar.

In order to start your session follow the steps given below

• Go to Home page from menu on left hand side of the screen
• In Today's Sessions section you will see "Meeting Link" Start link
• Click on the Start link and You will be redirected to Session Information Page
• Click on "START YOUR MEETING BUTTON"
• Home --> Meeting Link (Start) --> Click "START YOUR MEETING"

• To add a document click on "Personal Documents"
• Now click on "ADD NEW +" button
• Click on "+ ADD FILES..." and select the number of files that needs to be added.
• Once files are selected, select the type of document and input the date.
• Click on "Start" button

• To view the Upcoming Sessions click on "Upcoming Sessions" in menu
• It will list all the upcoming sessions with following details-
• Therapist name , Time of event, Status, Name

A User can switch between accounts if he/she has multiple accounts.

To switch between the accounts follow the steps given below.

• Click on the username (Your name) at top right corner.
• You will see the additional accounts that are related to your current account.
• Click on the Account you want to switch to and it will directly login to that account.

In order to reset the password go to "My Profile"

• In my profile section next to User Name there is Password section.
• Provide the new password that you wish to set for your account.
• Click on the "UPDATE" button at the bottom of the page.
• My Profile --> Password(update the desired password in the password field) --> Click "UPDATE"

To get additional Help follow the steps mentioned below

• Click on "Contact Support" in the menu
• The Team Communication form will appear.
• You can describe about your request here.
• Click on "SUBMIT REQUEST"

Once you have successfully logged in you will be redirected to Home Page. Please follow the steps given below to perform a tech check

• On Home page you will be able to see your "Today's Schedules"
• You will be able to see the "TEST YOUR VIDEO CAMERA" button (as shown in the image.)
• Click on the "TEST YOUR VIDEO CAMERA" button.
• It will redirect you to the respective video chat platform website.
• Follow the instructions mentioned on that webpage to perform the tech-check of your system.

• Click on "My Clients" section in the menu
• In "Add new Client" section fill all the required details.
• You can add a sibling/ additional or associated account for the user by clicking on "+Add sibling"
• Click on "+ADD CLIENT TO ROSTER" to save the student information.

• In "My Clients" section you will be able to see the list of users.
• In this list of users click on "View Documents" which is under Manage column.
• Once you click on the View Documents you will be redirected to Documents section of that User.
• In this section you can add new document to a user by clicking on "ADD NEW +" button.

• In order to set reminder for student go to My Clients.
• In the clients list click on "Manage Reminders".
• Select the check boxes to get the reminder notification.

• Go to My Clients.
• Click on "Manage Reminders"
• One can add additional contact which needs to be notified or reminded along with the student by clicking on "Add Contact"
• Add the information for this additional contact and click "SAVE" button.

• Go to My Clients.
• Click on "Create Therapy Schedule" under Manage section.
• Therapy Schedule form will appear.
• Select "Create Therapy Schedule" from the dropdown.
• Fill up the information and click on "SAVE" button.

• Go to My Clients.
• Click on "Create Therapy Schedule" under Manage section.
• Therapy Schedule form will appear.
• Select "Create Assessment Schedule" from the dropdown.
• Fill up the information and click on "SAVE" button.

• In the menu go to "Calendar".
• You will be able to see your Schedules in the calendar.
• To check the details of Therapy Schedules in calendar hover over the particular date.
• You can also start the session by clicking the schedule on calendar.

A User can switch between accounts if he/she has multiple accounts.

To switch between the accounts follow the steps given below.

• Click on the username (Your name) at top right corner.
• You will see the additional accounts that are related to your current account.
• Click on the Account you want to switch to and it will directly login to that account.

• Click on "Resource Library" in menu.
• User will be able to see your existing uploaded files here.
• User can upload the files, create a link, create a new folder using the available options
• User can upload his personal files to Private folder in Resource Library section
• Files uploaded in Private folders are accessible to that User only and not public to the group.

In order to reset the password go to "My Profile"

• In my profile section next to User Name there is Password section.
• Provide the new password that you wish to set for your account.
• Click on the "UPDATE" button at the bottom of the page.
• My Profile --> Password(update the desired password in the password field) --> Click "UPDATE"

To get additional Help follow the steps mentioned below

• Click on "Contact Support" in the menu
• The Team Communication form will appear.
• You can describe about your request here.
• Click on "SUBMIT REQUEST"

To add a student follow the steps given below.

• Go to "Client List" in menu
• Click on "ADD NEW USER +" button
• Select the Role as User in the form.
• Fill up all the information and click on "SAVE" button.

To add a Therapist follow the steps given below.

• Go to "Client List" in menu
• Click on "ADD NEW USER +" button
• Select the Role as Therapist in the form.
• Fill up all the information and click on "SAVE" button.

To login as student follow the steps given below.

• Go to "Client List"
• A list of clients will appear in the table.
• In the column "Name" look for user whom you want to login as.
• Click on "login as ..."
• You will be logged into that user's account

• In "My Clients" section you will be able to see the list of users.
• In this list of users click on "View Documents" which is under Manage column.
• Once you click on the View Documents you will be redirected to Documents section of that User.
• In this section you can add new document to a user by clicking on "ADD NEW +" button.

• In order to set reminder for student go to My Clients.
• In the clients list click on "Manage Reminders".
• Select the check boxes to get the reminder notification.

• Go to My Clients.
• Click on "Manage Reminders"
• One can add additional contact which needs to be notified or reminded along with the student by clicking on "Add Contact"
• Add the information for this additional contact and click "SAVE" button.

• Go to My Clients.
• Click on "Create Therapy Schedule" under Manage section.
• Therapy Schedule form will appear.
• Select "Create Therapy Schedule" from the dropdown.
• Fill up the information and click on "SAVE" button.

• Go to My Clients.
• Click on "Create Therapy Schedule" under Manage section.
• Therapy Schedule form will appear.
• Select "Create Assessment Schedule" from the dropdown.
• Fill up the information and click on "SAVE" button.

• Click on "Resource Library" in menu.
• User will be able to see your existing uploaded files here.
• User can upload the files, create a link, create a new folder using the available options
• User can upload his personal files to Private folder in Resource Library section
• Files uploaded in Private folders are accessible to that User only and not public to the group.

• In the menu go to "Calendar".
• You will be able to see your Schedules in the calendar.
• To check the details of Therapy Schedules in calendar hover over the particular date.
• You can also start the session by clicking the schedule on calendar.

In order to reset the password go to "My Profile"

• In my profile section next to User Name there is Password section.
• Provide the new password that you wish to set for your account.
• Click on the "UPDATE" button at the bottom of the page.
• My Profile --> Password(update the desired password in the password field) --> Click "UPDATE"

To get additional Help follow the steps mentioned below

• Click on "Contact Support" in the menu
• The Team Communication form will appear.
• You can describe about your request here.
• Click on "SUBMIT REQUEST"

Once you have successfully logged in you will be redirected to Home Page. Please follow the steps given below to perform a tech check

• Go to Schedule --> Today"
• You will be able to see the "COMPLETE YOUR TECH CHECK" button (as shown in the image.)
• Click on the "COMPLETE YOUR TECH CHECK.
• It will redirect you to the respective video chat platform website.
• Follow the instructions mentioned on that webpage to perform the tech-check of your system.

In order to add a referral go to "Roster"

• In Roster section click "ADD NEW REFERRAL +".
• Provide all the information asked in the form.
• Click on the "SAVE" button at the bottom of the page.

In order to add a referral go to "Roster"

• In Roster you will be able to see the list of students.
• Go to Manage section and click on the "Additional Docs"
• You will be redirected to Documents page.
• Here you can upload new documents for that student by clicking "ADD NEW +"

• In the menu go to "Schedule --> Upcoming".
• You will be able to see your Schedules in the calendar.
• To check the details of Therapy Schedules in calendar hover over the particular date.
• You can also start the session by clicking the schedule on calendar.

In order to reset the password go to "My Profile"

• In my profile section next to User Name there is Password section.
• Provide the new password that you wish to set for your account.
• Click on the "UPDATE" button at the bottom of the page.
• My Profile --> Password(update the desired password in the password field) --> Click "UPDATE"