The client experience after you send them an invite to Tava is simple and straightforward.

Clients you manually invite through Tava will receive an email invitation to set up their account. Below are the steps they'll go through to get started.

Sign In and Account Creation

Add Payment Method(s)

A client can choose between adding an EAP program, cash, or the insurance you're enrolled with.

Take Assessment 

They will then take an intake assessment.

Schedule

Finally, a client will be able to schedule with you and accept your policies. 

You may also schedule with your client manually through the Add Client flow or the Appointments tab once your client has been created.