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Adding a client

How to add a client, what happens when you do, and when guardian details are needed.

Open the Add New Client form on your therapist dashboard and fill in:

  • Full Legal Name
  • Date of Birth
  • Email Address
  • Client's State

When you submit (Create Client & Generate Link), Psy180:

  • creates the right consent documents for that client,
  • mints a secure consent link, and
  • auto-emails the link to the client (you also get the link on screen to share yourself).

Guardian details are only requested when the client is a minor below their state's self-consent age. For adults and self-consenting minors, no guardian is collected. The form decides this for you from the date of birth and state, and shows a live note as you type — see Why some minor clients sign for themselves and others need a guardian.

See it in the app: the Add New Client form (/dashboard/therapist)

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