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FAQs

Frequently asked questions  to help our awesome therapist community.

Whether you're a longtime therapist with us or someone relatively new to reflect, we know that you might have questions about how things work. We've compiled some of our most commonly asked questions. For issues not addressed below, please email us at support@joinreflect.com, and we'll get back to you you within 24 hours.

Onboarding

HOW DO I ONBOARD WITH REFLECT? 
Once you sign up to be a part of reflect, you’ll receive 2 emails:  an onboarding email from welcome@joinreflect.com with detailed instructions & a login email from Setmore, our calendaring partner.  

To be ready to see new client,, you just need to fill out a matching survey, set up your profile with Setmore, and upload a picture to reflect. More details can be found in the onboarding packet included with your onboarding email.  

Lastly, we schedule a call with each therapist who joins to welcome them, orient them to reflect, and answer any questions. Please look for an email from Sadie soon!

I DIDN'T RECEIVE MY ONBOARDING EMAIL. WHAT SHOULD I DO? 
We send onboarding emails (from welcome@joinreflect.com) as soon as you sign on to be a part of reflect. If you haven’t received your email, please check your spam folder.  Some of our therapists have reported that their onboarding instructions were mistakenly filtered into spam (ugh, Google!).   

If you still haven’t received an onboarding email, please reach out to support@joinreflect.com, and we’ll resend it immediately.

HOW LONG DO I HAVE TO COMPLETE MY ONBOARDING?
After you receive your onboarding email, we ask that you complete your onboarding within one week. In reality, it takes less than an hour! If you have any questions, please email us at support@joinreflect.com.  

WHAT DO CLIENTS SEE FROM MY MATCHING SURVEY?
Most of that information is for internal matching purposes only to inform our algorithm. The only information we show to clients from the survey are: name, orientation, speciality, location, education, and fun fact.

Other questions such as who you'd like to work with are only for internal purposes to ensure we're matching properly. They never get seen by clients, so you should be honest and open with us.

CAN I SEE MY RESPONSES AFTER I FILL OUT THE SURVEY? WHAT IF I WANT TO MAKE CHANGES?
Please email support@joinreflect.com if you want to see your responses and/or make any changes to your initial responses.

WHAT HAPPENS NEXT?
Once you’re fully onboarded, just continue your practice as you would normally. We will focus on marketing to bringing on new clients and will notify you whenever you have a new match. We will only send you qualified leads who fit well within your practice.

Scheduling

HOW DOES SCHEDULING OF CLIENT SESSIONS WORK?
We use Setmore, our calendaring partner, to enable easy online scheduling for clients during this pilot. All scheduling happens on the Setmore platform, so that clients can seamlessly book & reschedule appointments and so that we can automatically bill clients' credit cards. 

WILL I STILL BE ABLE TO CONTROL MY CALENDAR? 
Therapists still maintain control of their calendars. When clients book, our therapists receive a notice by email. If the therapist syncs their calendars, appointments from reflect automatically show up on their calendars, too. They then have 24 hours to counter or change that booking if they have a conflict that's not in their calendars via email or text. And if therapists and clients agree to a time verbally in session, we just ask that the therapists enter them into Setmore, so we can keep track

We recommend downloading the Setmore app from the app stores, so you can keep track of new clients and appointments: 
Setmore Apple I Setmore Android 

WHY DOESN'T MY SETMORE LOGIN WORK?
You should receive a separate email from Setmore with login information, in addition to your onboarding packet from welcome@joinreflect.com. Check your email to make sure the Setmore did not get moved to spam.

Note: Please DO NOT sign up for Setmore directly, as we’ll need your account to be linked with reflect’s and will not work with reflect. If you accidentally signed up separately, email support@joinreflect.com, and we can work with Setmore to fix this.

HOW DO I SYNC MY CALENDAR? 
For therapists who keep track of their appointments electronically already (Google and Outlook only), Setmore has the functionality to sync to those calendars and only show clients real-time availability in therapist calendars. And it's ok if those appointments are mixed, since only specific "free" spots are shown. Please note: no clients ever see the actual appointments that are in our therapists' calendars, personal or professional. 

WHAT IF I USE A DIFFERENT EMAIL ADDRESS TO COMMUNICATE WITH CLIENTS VS. MANAGE MY CALENDAR
It's no problem if you want to use 2 different email addresses with reflect, for example if you use a different account to keep track of your schedule. In fact, you can communicate with clients, use VSee, and even get alerts from Setmore using one email address and sync your calendar using a different one. 

Just let us know which one you want to use to login, so we can send the login information to the correct address. We recommend you use the email that you check frequently as your login for Setmore because you’ll receive any notices from Setmore via email at the one you use to login. You’ll see new appointments automatically in whatever account you use to sync your calendar. 

Note, it’ll just be important for you to keep track of which one you log into Setmore with vs. the one you sync with. 

When setting your calendar through the Setmore account, you have the option to change the email address to a different one. Within your profile, just turn on and click select to 2-way Gmail sync --> click on top right corner to change the email address to something different. You may have to login using a different email address. See detailed instructions with screenshots in the onboarding packet you received in your welcome email. 

WHAT IF DON'T WORK CERTAIN DAYS OR ONLY WANT TO DEVOTE CERTAIN SLOTS FOR REFLECT? 
All therapists have the ability to set specific working days and hours to designate to reflect (e.g., Mondays and Wednesdays from 4-8pm). Clients will only see availability during those specified times.

WHAT IF I DON'T HAVE AN ELECTRONIC CALENDAR (E.G., USE PEN/PAPER) OR DON'T WANT TO SYNC MY CALENDAR WITH REFLECT?
The great thing about Setmore is that it provides a lot of flexibility. Our therapists choose to use it in a number of different ways depending on what they currently use in their practice & their own comfort level in showing available time to interact with reflect clients. We hear your concerns around sharing your calendar, so you should choose the option you feel is right for your practice. You definitely don't have to change your whole system! We just recommend syncing with Setmore, so that clients see realtime availability & you are able to manage your slots more actively.  

Therapists who don't have online calendars or who want to keep their calendars absolutely private can use the Setmore working days & hours and breaks functionality to manage their Setmore calendars more actively. Please note, availability isn't real time, so the main downside is those therapists need to actively monitor & adjust their schedules as needed and respond to client session requests quickly to potentially reschedule. 

WILL MY CALENDAR SYNC AUTOMATICALLY WHEN CHANGES ARE MADE IN MY INDIVIDUAL GOOGLE CALENDAR?
No. You will have to go into Setmore and change your appointment manually in the Setmore calendar which will then sync the appointments with your google calendar.

Is there a way to set specific time in Setmore for intro sessions vs. 1:1 appointments?
No. Unfortunately at this time, Setmore is unable to differentiate between intro sessions (consults) & 1:1 sessions at this time. Clients can book any slots in your working hours that’s available, provided the amount of time is sufficient.  

If you have some times that you only want to make available for intro sessions (e.g., when you’re at home some evenings), we suggest blocking 30 min slots in Setmore using the working hours/breaks function. That way, clients will see those available for intro sessions which are 20 min long but not for 1:1 sessions which require 50 min availability.  

WHAT'S REFLECT'S CANCELATION POLICY? HOW ARE SESSIONS CHARGED?
We employ a 48 hour cancellation policy for all appointments. If any clients cancel their appointment within that time period or cannot reschedule them to another open slot, they will automatically be charged the full amount for that session ($95) using the saved credit card on file. The therapist will be responsible for any reflect services fees associated with that cancelled session, like a typical session. 

HOW DOES A CLIENT CANCEL OR MODIFY AN APPOINTMENT?
Encourage clients to bookmark your booking page within Setmore (the link is available in the email they used to book their first appointment). 

On the staff booking page, there is a login button in the top right corner. The client should've set up a login when they scheduled their first 1:1 session. If they haven't already done so, please encourage them to create a login.

Once they set up an account & are logged in, they can use this same link to easily access appointments & reschedule or cancel them as needed within Setmore. Your calendar will automatically be updated, as will our billing system -- so this is the easiest way to keep everyone in the loop. 

If a client notifies you in session or via email/text about a change or cancellation, then you, the therapist, must go in and cancel the appointment in Setmore (the same way you would erase the appointment in a calendar notebook). Please do not just change it in your private practice calendar, as that will not reflect in Setmore. We need you to let us know if a client cancels in order to ensure that reflect does not charge the client erroneously. 

If a client has questions about billing and scheduling, please send them to support@joinreflect.com. 

CAN I SCHEDULE AN APPOINTMENT FOR THE SAME TIME EACH WEEK WITH A CLIENT?
We know therapists often see clients at the same time each week. In Setmore, you are able to schedule appointments to be recurring by clicking on the box when you select the initial date and time. Please note, only reflect & therapists can schedule recurring invites at this time (i.e., not the client). We suggest you to work out a time with your client in the first session and then schedule the appointment in Setmore after your first meeting.

HOW DO CLIENTS CANCEL APPOINTMENTS IN A RECURRING SERIES?
Currently due to a bug in Setmore, the client may not be able to modify or cancel individual appointments within a recurring series via Setmore directly. Until that is fixed, we ask you to advise your clients to email support@joinreflect.com at least 48 hours before their appointment to make a change or cancellation to any appointments that are part of a recurring series, and we can make the changes directly in the backend. If a client notifies you in session or via email/text about a change or cancellation, then we ask that you go in & cancel the appointment in Setmore. As we note above, we need you to let us know if a client cancels in order to ensure that reflect does not charge the client erroneously. Thanks for your patience as we work out this bug. 

MY CLIENTS & I KEEP GETTING 'APPOINTMENT RESCHEDULE' NOTICES FOR 1:1 SESSIONS THAT HAVE ALREADY OCCURRED. WHAT'S GOING ON? 
This is another bug with Setmore related to recurring invites, unfortunately. As you know, we charge clients' saved credit cards after each session. Unfortunately, when we go in & charge their cards for sessions that are part of a recurring series, both you & the client automatically get an 'appointment rescheduled' notification from Setmore. We're working with Setmore to troubleshoot this issue. Please ignore any 'meeting rescheduled' notices for past sessions in the meantime.

Also we try to reach out to affected clients with a heads up this may occur, but please also remind them in your next session or provide them context if they ask. We know this is annoying and thank you for your patience as we resolve this issue.  

Matching & intro sessions

HOW WILL I KNOW WHEN I HAVE A NEW MATCH? 
You will receive an email from reflect when you have a new match. In this email, we provide some basic information about the client from their matching survey to help you tailor your intro session to their needs (e.g., presenting issues, age, gender, etc.).  We encourage you to review that email before each session.  

When a client schedules an intro session, you’ll receive an email from Setmore with the client’s name, VSee username, and phone number in case there are technical difficulties with VSee.  

I RECEIVED A NEW MATCH EMAIL BUT HAVEN'T RECEIVED ANY NOTICES FROM SETMORE FOR AN INTRO SESSION. IS THERE ANYTHING ELSE I NEED TO DO?
No, you are all set. You will get an email notice via Setmore when the new match schedules his/her first intro call with you. And it will show up in your schedule automatically since your calendar is synced. 

Don’t worry -- this is quite normal. As you can imagine, some clients schedule their intro calls right away, but others do not. Some may take quite a while to get around to doing it, and some never do sadly. We're working to understand why (e.g., personal motivation, life is busy, not ready for therapy, stigma) and are testing some marketing levers to help them schedule their first intro session. We currently follow-up twice with additional reminders that have been quite effective. 

Keep an eye out, and hopefully they'll schedule them soon. 

I HAVEN'T GOTTEN A MATCH IN A FEW WEEKS. WHAT'S THE DEAL? 
Since we only provide you with qualified leads, you may not see a regular stream of clients, but that’s ok. There’s nothing else you need to do besides be patient!  

HOW DO INTRO CALLS WORK? 
reflect’s matching algorithm provides a curated list of therapists who are likely to be a good fit for that client; however, we know a good match is about both art & science.

The intro calls are a chance for the client to get to know their 3 matches better, in order to choose the strongest match for their specific needs. This happens via VSee, a video conference platform similar to Skype. You can access VSee via desktop, phone, or tablet.  

We recommend downloading the VSee app from the app stores, so you can reach out to clients using your iPhone, iPad, or Android device. Many therapists find these apps more convenient than desktop. 
VSee iPhone I VSee iPad I VSee Android  

WHAT SHOULD I COVER IN THE INTRO SESSION?
Sadie, our head of therapy, will schedule time with you to review onboarding & discuss all logistics to set you up for success for these intro sessions. We have pulled together a tips sheet that goes through protocol & commonly asked questions from clients. 

WHAT IF I CAN'T REACH MY CLIENT ON VSEE FOR MY INTRO SESSION?  
It is up to you (the therapist) to login, locate the client’s username on VSee, and contact the client. More details on how to do this is available in the onboarding packet.  

If you are unable to connect on VSee (e.g., you can’t find them, you have trouble logging in), call the client on the phone number provided in the Setmore confirmation email within 5 minutes of the start time. Please do not let technical difficulties cause you to leave your potential client hanging. As you can imagine, that’s a very poor client experience, particularly when they’re looking for help.  

If you can’t reach them by phone, please leave a message with the client & email reflect immediately at support@joinreflect.com, and we will reach out to find a time to reschedule.

AFTER MY INTRO SESSION, HOW WILL I KNOW IF I'M CHOSEN? WHAT IF I'M NOT CHOSEN?
Clients have the ultimate decision around who they choose as their match. We encourage all clients to talk to each match before making that choice. If a client decides to choose you, you’ll receive an email from reflect notifying you of that choice as well as a new 1:1 meeting invite via Setmore. If the client has chosen someone else, you’ll also receive notice that they’ve made their choice. If you haven’t received either notice, that means the client is still finishing their intro session or they haven’t made up their minds yet. 

Therapist community

WHO ELSE IS PART OF REFLECT?
We know private practice can get a bit lonely. One of our goals is to create a community around reflect. As such, we plan regular events such as monthly & quarterly socials for our therapists to meet one another & network. Be on the lookout for our next event soon! 

I LOVE MY EXPERIENCE WITH REFLECT! HOW CAN I GET MORE INVOLVED?
Our goal is to create the best experience for both clients & therapists. For therapists who are excited about reflect, there are lots of opportunities to be involved. 

First, please refer other therapists to reflect! We get a lot of our new therapists from existing therapists, and that’s what makes our community so strong. If there’s someone who you would be a good fit with reflect and who you think could benefit from our services, please reach out to us at therapists@joinreflect.com. 

Next, we’re always looking for great content for our blog. And it’s a great way for our therapists to build a name for themselves. We’ve had a number of awesome contributions. If you’re interested in writing something, please email us at therapists@joinreflect.com. 
If you are experiencing an emergency, please dial 911 or go to your local hospital immediately.
reflect connects clients with independent therapists who partner with us,  and we provide tools such as scheduling/billing to simplify the process. We do not provide therapy.

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