To start working with a client on Bravely Connect, all you need is their basic information, a name and their email address.
To start, go to https://connect.bravely.io.
From the top bar, click on ‘My Clients’.
<aside> 🔒 Security tip: To ensure privacy of your notes, make sure you use a secure device and internet connection to prevent any unwanted access to your records.
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On the ‘My Clients’ page, click the ‘+ Add New Client’ button in the top right.
The on-screen popup will ask for your client’s name and email address.
The name you enter here will be used across their records throughout the platform.
<aside> ⚠️ Important note: The email address you use must be the same as the one used by your client on the Bravely Home app.
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<aside> 📲
Bravely’s primary client portal is called Bravely Home, available on web with a mobile app coming soon.
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Once you’ve entered your client details, make sure to toggle on ‘Send an invite to Bravely Connect’.
This will begin the process of inviting your client to Bravely Home.
If need be, you can change your mind at the next confirmation screen (on the left).
The next time your client opens Bravely Home, they will be asked to approve the connection with you as their therapist.
We recommend talking to your client about Bravely Home, so they know to check for the invite.
Here’s a simple template you can use:
Hi {client name}, I’ve just invited you to join me on Bravely Home — a platform we’ll be using to enhance our therapy sessions.
On there, you can quickly complete forms, view your appointments, join our calls, and pay invoices.
Your link to join will be in your inbox.
From your therapist, {your name}
They will also receive an email inviting them to get started.
<aside> 📌 Questions, requests or found a bug? Let us know**:** [email protected]
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