The final step in the checklist is to add and invite employees to the platform. Invited employees will receive an invitation email with steps to sign up for their own MindFi account.
If you have previously selected employee pays out of pocket for therapy & coaching sessions, you will be brought directly to this step.
You can add as many employees as you want in this step. We recommend adding 5 employees to start. Later on, you can add and invite more employees on the Employees page.
💡 Tip:
When you first create the organization, you will be automatically on the free Basic plan, which allows unlimited members.
To add an employee:
Click on the Add employee button
Enter the employee's first name, last name, email address, and select the role
Click on Add and it will appear on the list
Once you have added employees, click on Send invites, and this will trigger the invitation email to them
🎉 Congratulations! You've completed the checklist. Time to explore the rest of the Hub!