Inviting Clients to Your Practice with Mynd
Mynd makes it easy to invite new clients and transfer data from previous platforms for a seamless setup.
1. Inviting a New Client
• Navigate to Clients Tab: Go to the Clients tab in your dashboard.
• Add Client: Select Add Client and fill in the following details:
• First Name and Last Name (required)
• Email Address (required)
• Phone Number (optional)
• Attach Forms: Select any required forms (e.g., intake or consent forms) to include with the invitation.
• Send Invitation: Once details are entered, click Send Invitation. Your client will receive an email with access details and any attached forms.
2. Importing Client Data from Another Platform
• Import Contacts:
• Locate the Import button (currently in the Clients tab, but may be moved to Settings in future updates).
• If you’re switching from another practice management platform, Mynd can assist in importing all client contacts.
• Data Migration Support: Mynd offers a white-glove onboarding service to import:
• Client Contacts
• Appointment History
• Billing Records
• In-Session Notes
• Guided Process: Mynd will schedule a call to walk you through exporting data from your previous platform and uploading it to Mynd, ensuring all information is mapped and organized correctly.
This process simplifies client onboarding and ensures a smooth transition, allowing you to keep all client information in one place.
