How to add a client

In Blink Session a client is the person receiving services. On certain plans, a client can be linked to "Contacts" (a parent, guardian, or an adult client themselves), and a contact can have an optional "Portal Login".

Clients can be added two ways

1. In a session: When someone joins a session, the system will try to determine if they might already be a client. It will ask you to pick from possible matches of your existing clients, or "Add Client". Even if the Blink Session plan you are on does not include scheduling or notes, adding them as a Client helps you and the system track what you have or can do within sessions (recommended resources, what we did last time, etc.).
2. Outside a Session: Click All next to the clients search box on the left sidebar. Then, click "Add Client" from the top left. On plans with practice management features, you will have options like "Contacts" and "Linked Staff".