Invite Clients to Your Practice
You can add both longtime clients and new clients to your practice through your Clients page. Once invited, they’ll receive an email to set up their account and access care.
Why Use This Method?
Adding a client this way, similar to them signing up via your practice website, attributes them as a client you brought to Tava—meaning you receive higher rates than for Tava-referred clients.
Steps to Add a Client
- Click the Add Client button in the top right of your Clients tab.
- Enter the client’s information in the side drawer.
- Once added, the client will receive an email to set a password and complete registration.
If they don’t see the email, they can reset their password using their provided email at care.tavahealth.com.
Next Steps After Adding a Client
While the client completes registration, you can:
- Add their payment information and documents.
- Schedule appointments in advance.
Clients must finish registration before they can attend any sessions.
Click here to learn more about what your client will see once they receive the invite.