Overview

Privacy is important and if your clients are concerned about their privacy and wish to anonymize their names when joining online sessions, follow these steps to learn how to cater to their needs

Guide 📖

Create a new Roster Contact with the client's full name and other information for your record-keeping purposes. Full instructions on creating a new Roster contact can be found here. 

Create a new appointment with the client. However, when entering the participant name in the appointment creation card, enter an anonymized or abbreviated (i.e. you may want to use the initials J.S for John Smith instead of using their full name). 

When the client joins their session, the name that was entered as 'First name' and 'Last name' when creating the appointment will show up. The name that is saved in their Roster Contact will not be used. ("test" is the name used in the example below, "Preview" is where you are supposed to see yourself)

Please note: The same rule applies to Messaging sessions as well. Participant name will be the name that is reflected when the participant joins a session. 

Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!