In Bravely Connect, clients must first be manually added. Once added, you can manage their sessions, forms, notes, and invoices, and invite them to Bravely Home to stay connected between sessions.
Add Client
Go to the My Clients page
Click + Add New Client on the top right
To start, enter the client’s:
Full name (required)
Email address (required)
Optional: Contact number, location, timezone, emergency contacts and reference ID. You can add further details later if needed.
Ensure the toggle “Send an invite to Bravely Connect” is on if you’d like to invite the client to Bravely Home now.
Click Create New Client
🚨 Important: The email you use must match the one your client will use to sign up for Bravely Home.
Client Experience
1. Let Your Client Know
We recommend letting your client know about Bravely Home in advance so they know to expect the invitation. Here’s a message you can send:
📨 Template message
📨 Template message
Hi {client name},
I’ve just invited you to join me on Bravely Home — a platform we’ll use to support our therapy work together. Through Bravely Home, you’ll be able to:
Complete forms and reflections
View and manage your appointments
Join our video sessions
Receive and pay invoices
Keep an eye on your inbox for your invitation link!
Warmly,
{your name}
2. What Your Client Receives
Once the invitation is sent:
Your client will receive an email to join Bravely Home
After they accept, their status updates to Connected
They’ll gain access to the Bravely Home portal, where they can:
Complete forms
Book and manage appointments
Join video sessions
Receive and pay invoices
and more
⚠️ Double-check the client's email
Your client’s email address is essential — it’s used for:
Accessing Bravely Home
Receiving session reminders
Getting invoices and payment links
Make sure it’s the address your client actively uses.
Tip: If the client doesn't see the invite, please ask them to check their spam folder.