This article is for providers using the Oasys iOS application.
The Oasys iOS app is a companion to the Oasys web app: you sign in with an account you already created, and you keep your profile up to date. Applying, being approved, and configuring your practice all happen on the web — the iOS app doesn't have a setup wizard. This guide covers what setup looks like on your iPhone.
💡 One-tap “open on web.” A few settings have no in-app editor. For these, the More tab shows a row with an external-link glyph (instead of a chevron) that opens the setting in your already-signed-in web session, a one-tap magic-code handoff with no separate login. These rows sit under their normal headers in More, not in a separate group: Availability and Services under Scheduling, and Feature Settings and Note Templates under Clinical. So “web-only” for those usually means one tap away.
In this article:
1. Complete your application
⛔ Not in the iOS app.
There is no application or onboarding wizard on iOS. New-provider application, license verification, and approval all happen on the web app. If you open the iOS app before you're approved, it shows a status screen and hands you off to the web to finish. Once you're approved, the full app appears automatically.
Account status screens you may see on iOS (all read-only): Finish Your Application, Check Your Email, Application Under Review, Application Not Approved (with Contact Support), and Account Inactive.
2. Set up your profile
Open the More tab and tap your profile card. Each section opens a read-only detail with a pencil to edit:
Basic Information — Full name, Work Phone (private), Years of experience, Date of birth (private), Practice name.
Address — Street (with autocomplete), Apt/suite, City, State, ZIP, Country. Marked private.
Professional — Bio, Therapy approach, Therapy types, Specializations, Languages, Age groups served, Education, Professional profile URL.
Licenses — Credentials (LCSW, LPC, etc.) plus one or more license rows (type, number, state).
Profile photo — tap your avatar to upload or remove.
Public profile toggle — when on, your profile appears in the Oasys therapist directory. Hidden entirely if you belong to a practice (managed on the web), and disabled for demo accounts.
⚠️ Partial on iOS.
If you belong to a practice, your Practice name and Address are managed by your practice. A locked Address shows a “managed by your practice” note in the read view and simply isn't editable; Practice name shows its “managed by your current practice” note (with a lock icon) in the Basic Information editor. Change them on the web. (Private fields like date of birth and work phone do show a small lock icon when your profile is public — that just means they're hidden from clients.)
3. Choose your terminology
⛔ Not in the iOS app.
Whether the app says “Clients” or “Patients” is controlled by your practice's setting on the web. iOS reads this and relabels everything automatically — there is no in-app toggle and no dedicated open-on-web row for terminology. Change it on the web.
4. Configure your availability & time zone
⛔ No in-app availability editor. Your weekly schedule, separate telehealth/in-person hours, and date overrides are set on the web. More → Scheduling has an Availability row (external-link glyph) that jumps straight there in your signed-in session. The iOS app’s More tab does include Scheduling Policies (booking/cancellation rules), just not the hours grid.
Time Zone:
More → Scheduling has a Time Zone row, but your zone updates via an auto-detect prompt (not a manual list).
It's worth knowing, because your time zone silently affects every time you see in the app.
5. Connect your calendar
⛔ Not in the iOS app.
Connecting Google Calendar is web-only. Once it’s connected, its events show on your iOS Schedule, and More → Scheduling Policies has Block time slots with Google Calendar events. More → Scheduling → Calendar Subscription makes a private link that shows your Oasys sessions in Apple Calendar, Outlook or Google Calendar.
6. Set up payment processing
⛔ Not in the iOS app.
Stripe Connect / payout setup and everything billing lives on the web (Billing tab). iOS has no payments, invoicing, or subscription screen.
7. Define your services
⛔ No in-app editor.
Service types, durations, delivery modes, default pricing, and CPT codes are configured on the web. iOS uses your services when creating/logging sessions, and More → Scheduling has a Services row (external-link glyph) that jumps you to the web editor.
8. Configure notifications (incl. phone & SMS)
More → Notifications. You get a per-type sheet with Push, Email, and SMS channels (each shown only when your account supports it):
General: Show Client/Patient Initials in Notifications.
Bookings: New Appointment Confirmations, Cancellations, Session Reschedules, Reschedule Requests, Appointment Reminders (lead time: 1h / 24h / 48h / 72h / 1 week).
Documents: Document Submissions, Treatment Plan Expiry Reminders (3 days / 1 week / 2 weeks / 1 month).
Payments: Payment Updates.
Clients: Connection Requests, Secure Messages.
Verify your phone in the app. SMS alerts need a verified phone number, and you can add and verify it right on iOS:
More → Notifications has a Phone card with Add / Edit / Verify that opens a native two-step send-code / confirm sheet, plus an inline “Verify your number to turn on SMS alerts.”
⚠️ Partial on iOS. Push requires granting the iOS notification permission. SMS is gated on the SMS feature being enabled for your account plus a verified phone (verifiable in-app, above). Changing your password is native on iOS (More → Security, with a strength meter). Two-factor authentication is native too: Set Up Two-Factor Authentication walks you through an authenticator app, and Turn Off asks you to confirm, then asks for the current code from your authenticator app. Any screen that asks for a 6-digit code takes a paste: press and hold the six boxes and choose Paste. On the sign-in code screen, Trust this device for 30 days lets that phone skip the code for 30 days.
Before opening the website, changing your password or turning two-factor off, Oasys asks for the code in a small sheet, and the sixth digit submits it. If the trust on a phone ends while you are using Oasys, a full-screen Verification Code screen asks for the code before you carry on, and what you had open stays as it was. Sign Out is the only other way past it.
9. Support & getting help
More → Support gives you help without leaving the app:
Help Center — browse these native Intercom help articles inside the app.
Contact Us — open an in-app support conversation; it shows an unread-reply badge when support responds.
Refer a Colleague — your referral code, share/invite by email, and rewards ($500 per referred provider). (Shown when your account has referrals enabled.)
💡 Good to know:
iOS also supports signing in with Face ID / Touch ID and Google, alongside email + password. More → Security holds Sign in with Face ID and Lock after inactivity. The first stores your password on this device behind Face ID, and the login screen offers it for the account that signed in last on this phone. The second locks Oasys after 15 minutes of inactivity, and unlocking with Face ID or your passcode returns you to the screen you left; that idle time counts while the app is closed, so reopening it after 15 idle minutes shows the lock screen first. With the lock on, Oasys signs you out after 4 hours of inactivity, or 24 hours after you last signed in; switch it off and Oasys signs you out at 15 minutes instead. After an automatic sign-out, the sign-in screen says why above the fields. A video call or an in-person recording keeps Oasys from locking while it runs. Google sign-in accounts have the lock row but not the Face ID one.
If you opened an Oasys link and it led to an automatic sign-out, signing back in with the same login within 10 minutes opens the page the link was for, such as a client or your schedule. A link to join a session isn't kept.
Frequently asked questions
Can I apply or finish onboarding from the iOS app?
No. Application and approval are web-only; once approved, the app unlocks automatically.Can I set my availability or services in the app?
There's no in-app editor, but the More tab gives you a one-tap open-on-web row (external-link icon) that drops you into your already-signed-in web session to change them. iOS also has booking policies (Scheduling Policies).How do I turn on SMS alerts?
Add and verify your phone in More → Notifications (Phone card → Add/Verify), then enable SMS on the notification types you want.Why don't I see a Billing or Payments screen?
The iOS app has no billing surface. Payments, invoicing, and subscription are on the web.How do I sign in faster?
After your first password sign-in on a device, Oasys asks Sign in with Face ID? Tap Enable Face ID, or turn it on later under More → Security. Google sign-in accounts don’t get this option.Can I change my password or set up 2FA on iOS?
Both are in More → Security. Change your password there (with a strength meter), and use Set Up Two-Factor Authentication to add an authenticator app or Turn Off to remove it. The link underneath still opens your account settings on the website if you would rather do it there.The app calls people “Patients” (or “Clients”) — can I switch that?
That's your practice's setting on the web; the app relabels automatically. There's no in-app toggle for it.What does the little external-link icon in More mean?
That row opens the setting in your already-signed-in web session (a one-tap handoff). You'll see it on Availability and Services (Scheduling) and Feature Settings and Note Templates (Clinical).