Before you start
Be authorized to manage the organization's account. Have its name, contact details, and referral-page information ready. A website is optional.
Follow these steps
1. Start organization signup
Open organization signup and create the organization account, or sign in if one already exists. Verify your email when prompted.
Start organization signup2. Review the offered plan
Follow the plan and billing options shown for your organization. Review the price and terms before confirming payment. Contact support if your organization needs a custom arrangement.
3. Complete the referral-page details
In the organization dashboard, add the organization name and required page information. Check the name, description, logo, and contact details you intend to show publicly.
Open organization dashboard4. Check the page status
Use the preview or page link offered in the dashboard. Follow any remaining setup steps. Share the page when the dashboard says it is Public.
5. Share the public link
Use the page link and any QR or sharing tools available in your dashboard. Open the link and test the QR code before adding it to your website, bulletin, or printed materials.
What happens next
Your referral page helps people browse independent counselors. Counselor affiliation and private practice team access are separate; the referral page does not give the organization access to private client files.
If you get stuck
- Our organization already has an account or invitation.
- Use the existing account or invitation link. Do not create a duplicate account to work around a sign-in problem. Contact support if the invitation or account access needs correction.
- Our page is not public yet.
- Read the dashboard's status and complete its next step. Check billing and required page details before sharing the link.
Still need help? Contact support. Tell us which page you used and what happened. Leave out passwords, payment-card details, and private client information.