Welcome to Oasys! This guide walks you through everything you need to set up your account and start seeing clients. Most therapists complete the full setup in under 30 minutes.
Here's what you'll do:
1. Complete your application
When you first sign up, you'll fill out a short application with a few key details:
Your name (required) and license information (optional - type, state, and number)
How you heard about Oasys
An optional professional profile URL (e.g., your Psychology Today listing)
Agreement to the Terms of Service and Privacy Policy
After submitting, your application goes to our team for review. You'll see a confirmation page with an estimated turnaround of 24 hours.
💡 While you wait: You can schedule a demo call from the confirmation page if you'd like a walkthrough of the platform before you get started.
2. Set up your profile
Once you're approved, head to the My Profile tab to fill in your professional details. This is what clients and colleagues see, so it's worth taking a few minutes to make it complete.
What to fill in:
Profile picture — upload a professional photo
Personal details — name, date of birth, email, and phone number
Licenses — add one or more (each with type, number, and state)
Professional details — years of experience, education, therapy types, specializations, and languages
Public profile toggle — a button at the top of the My Profile page that controls whether clients can find you in search results. Turn this off if you only see clients by referral.
💡 Tip: You can always come back and update your profile later. But completing it now means your information is ready when you start adding clients.
3. Choose your terminology
Oasys lets you choose whether to refer to the people you work with as "Patients" or "Clients" throughout the entire platform. This changes every label: "My Patients" becomes "My Clients," and so on.
Where to find it: Go to Settings → Clinical → Feature Settings. The Terminology card is at the top of the page.
⚠️ Part of a practice? This setting may be locked by your practice admin. If you see "This setting is configured by your practice," contact your admin to change it.
4. Configure your availability
Your availability determines when clients can book with you and when sessions appear on your calendar.
Where to find it: Go to Settings → Scheduling → Availability.
What to set up:
Weekly schedule — for each day of the week, add the time blocks when you're available (e.g., Monday 9am–12pm, 1pm–5pm)
Separate schedules (optional) — toggle this on if you want different hours for in-person vs. telehealth appointments
Date overrides (optional) — block specific dates for vacation, sick days, or other time off
Blocking specific dates: To block time for vacation, sick days, or other time off, go to the Calendar tab, click any empty time slot, and choose Calendar Block
💡 Tip: You don't need to get this perfect right away. You can adjust your availability at any time, and changes take effect immediately for future bookings.
5. Connect your calendar
Connecting your Google Calendar lets Oasys check for conflicts and prevent double-booking. This is highly recommended.
Where to find it: Go to Settings → Scheduling → Calendar Integrations.
How to connect:
Click Connect to Google Calendar and complete the authorization in the window that opens.
For privacy, synced calendar events always show initials instead of full names - no setup needed.
Select which calendars Oasys should read (e.g., your work calendar, personal calendar).
Optionally enable Show client initials in synced calendar events, which is recommended for privacy.
💡 Good to know: Oasys reads your Google Calendar to check for busy times, but it won't modify or delete any of your existing events. Apple Calendar and Outlook integrations are coming soon.
6. Set up payment processing
To collect payments from clients, you'll connect a Stripe account. This is where client payments go, directly to your bank account.
Where to find it: Go to the Billing tab → Setup → Billing Setup → Payment Processing.
How to set it up:
Click Connect Stripe Account.
Complete Stripe's onboarding: you'll enter your business info, banking details, and tax ID. Takes about 5 minutes.
Once complete, you'll see a green Active status with checkmarks for Accept Payments, Receive Payouts, and Account Details.
⚠️ Important: This is not the same as your Oasys subscription. Payment processing (in the Billing tab) is how you collect money from clients. Your Oasys subscription (in Settings → Subscription & Fees) manages your platform plan.
💡 Part of a practice? Payment processing may be managed at the practice level. If so, you'll see a read-only status showing your practice's Stripe connection.
7. Define your services
Services are the types of sessions you offer. They determine the options clients see when booking and the defaults used for billing.
Where to find it: Go to Settings → Scheduling → Default Services.
For each service, you'll set:
Service name — e.g., "Individual Therapy," "Initial Consultation"
Duration — how long the session is (e.g., 50 minutes)
Delivery mode — In-Person Only, Telehealth Only (Video), Phone Only (Audio), or All
Default pricing — the standard rate for this service
CPT code — for billing and insurance purposes (e.g., 90834)
These services appear as options when you or your clients book appointments.
8. Configure notifications
Choose how you want to be notified about appointments, client activity, and billing events.
Where to find it: Go to Settings → Notifications.
Options:
Email notifications — appointment reminders, new client signups, billing activity, and more
SMS notifications — requires verifying your phone number first
9. Onboarding checklist
If you are new to Oasys, a checklist guides you through setup: completing your profile, adding a client, reviewing service types, scheduling your first session, and configuring billing. The checklist disappears once all items are completed or dismissed.
💡 Tip: If you dismissed the checklist but want to come back to it, click Finish Setup in the top navigation bar (visible until onboarding is complete). Clicking it returns you to the Home tab and highlights the checklist.
Frequently asked questions
How long does account approval take?
Most applications are reviewed within 24 hours. You'll receive an email when you're approved, or you can check back on the confirmation page. It auto-redirects when your account is ready.
Can I start setting things up before I'm approved?
Not yet. The full dashboard is only available after approval. But you can schedule a demo call while you wait to get familiar with the platform.
I'm part of a practice, do I still need to do all of this?
Some settings (like terminology, payment processing, and services) may be managed by your practice admin. You'll still want to complete your personal profile, set your availability, and connect your calendar.
Can I change my availability or services later?
Absolutely. All settings can be updated at any time. Changes to availability take effect immediately for future bookings.
Do I need to connect Google Calendar?
It's not required, but recommended. Without it, Oasys can't check for conflicts with your other commitments, which increases the risk of double-booking.