How to Connect Psychology Today to TheraSaaS?

Modified on Tue, 29 Oct, 2024 at 2:06 PM

Connecting Psychology Today to TheraSaaS allows emails from prospective clients on Psychology Today to be routed through your TheraSaaS account. Follow these steps to set up the connection:

1. Verify Your TheraSaaS Email Subdomain

Go to Settings:
- In TheraSaaS, navigate to Settings > Email Services.
- Locate the Email Subdomain (e.g., mg.yourpracticename.com) for routing emails through TheraSaaS.
Create Your Email Address:
- Format the address as yourusername@mg.yourpracticename.com.
- This is the email address that will receive Psychology Today messages in TheraSaaS.

2. Update Email on Psychology Today

Log into Psychology Today:
- Use your Psychology Today account credentials to access your account settings.
Set TheraSaaS Email as Primary:
- In your account settings, update the Primary Email to your TheraSaaS subdomain email (e.g., yourusername@mg.yourpracticename.com).
- Save the changes.
Confirm the Update:
- Psychology Today will send a verification email to your TheraSaaS inbox.
- Go to TheraSaaS to find and confirm the email verification link from Psychology Today.

3. Test the Connection

Send a Test Message:
- Go to your Psychology Today profile and send a test email as if you were a prospective client.
Check TheraSaaS Inbox:
- In TheraSaaS, navigate to your Inbox to verify that the test message from Psychology Today appears.
- Review the message and ensure all details (e.g., sender information) are displayed.

4. Follow Up with New Leads

Psychology Today messages received in TheraSaaS do not automatically create new contacts.
- Manually Add Contacts: Use the details from each email to create new contacts in TheraSaaS for each prospective client.
- Follow Up: Respond directly via email or by calling the phone number provided.

Summary

By connecting Psychology Today to TheraSaaS, you can efficiently receive and manage client inquiries from your Psychology Today profile directly within TheraSaaS.