1. Go to “My Practice” and click on “Clients” from the drop-down menu options.
   
   
   
2. Click on “Add Client”.
   
   
   
3. Fill out client’s information such as - Name, Email, Birthday, Gender, Address, Time Zone, Phone Number, and Fax Number.
4. Click on “Submit”.
   
   
   
5. You have successfully created a client to your caseload. You can now give the access code to your client and ask them to create a Therapy Live account. Open the client that you have created and click on "Here".
   
    

You can also add a new client by accessing your Dashboard:

1. You will find a section called “Summaries” located at the bottom of your Dashboard page. 
2. Here you can select the “Add Client” option and add them to your caseload by inputting their information.