Before you start
Use your counselor account. Have your practice details ready and read the setup requirements shown for your account.
Follow these steps
1. Open My practice
Choose My practice in your counselor workspace. On a phone, use Workspace section. If the option is missing, check FFT billing and contact support about availability.
Open My practice2. Complete Workspace setup
Read each setup requirement. Review the practice services agreement and accept it only if you are authorized and agree to its terms.
3. Complete account security
If asked, follow the two-step verification instructions. Use your own sign-in; do not share an account with another counselor.
Open account security4. Check the tools available to you
Use Clients for individual workspaces, Calendar for appointments, and My practice for its Inbox, Tasks, Templates, and Insights. Payments has a separate setup process.
What happens next
The workspace shows which tools you can use and any remaining setup actions. Completing setup does not automatically invite clients, connect a calendar, or start charging anyone.
If you get stuck
- A tool still says it is unavailable.
- Read the reason on that screen. A paid plan alone may not complete workspace setup. Contact support if you have finished the listed steps and access is still unavailable.
- Does linking an organization share my private records?
- Directory affiliation does not grant access to private client files. Practice team access uses separate permissions. Review any invitation and access scope before accepting.
Still need help? Contact support. Tell us which page you used and what happened. Leave out passwords, payment-card details, and private client information.