Preparing for your therapy session by video call

This pictorial guide helps clients prepare for their session, and provides a Plan B if technical issues arise.

Who is it for?

• For online clients
• For online therapists

When is this given out?

Once the initial appointment is confirmed, this guide is sent out to clients for them to read prior to the session. Therapists might find it helpful to have the guide handy during the call as it contains a Plan B checklist they can follow in the event of connection problems.

What does it contain?

• Guide for clients on preparing for their video session. This describes how to prepare for a glitch-free call.

This document give practical tips about how clients should prepare for an online session maximising call quality, how to operate the Zoom platform and a Plan B if technical glitches arise. Tips around protecting confidentiality and privacy of the call are also provided with photos of how to operate basic functions such as audio and video adjustments.

Headings are:

• Day before your call
• 30 minutes before your call
• At the time of your call
• Plan B if technical glitches occur
• Audio – what to do if there is no sound or it is too quiet
• Video not working – what to do if there is no picture
• Screen shots of zoom showing what to do

What format does the document come in?

• Microsoft Word Template: Editable and unbranded so you can add your own branding

• PDF Template* in Five Colourways (Teal, Orange, Charcoal, Lime, Navy): Editable and unbranded so you can add your own branding

• Online Psychology and Counselling PDF: Non-editable fully branded example

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 Please note the PDF templates are partially editable. You can insert your logo and company name and fields are available for clients to insert their information. However, as they are PDFs certain formatting features are fixed. You can however fully edit the Word documents which contain identical content.*