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For therapists

Client invite / connection flow

Client invites and connections help create an app connection or workspace, but they do not grant access to private client content by themselves.

Quick overview

Understand how client invites and connections work, what access they do and do not grant, and when follow-up should happen through professional communication channels outside StephX.

What you’ll see

Invites create a connection, but they do not grant access to private content by themselves.

What invites and connections do

  • Create or support an app connection between a therapist workspace and a client workspace.
  • Help therapists and clients find the right shared client workspace once the connection is active.
  • Show invite or connection states according to the current app screen.

What they do not grant

  • An invite does not provide access to private content by itself.
  • A connected client still controls which story cards, healing cards, or session-prep material they share.
  • Pending, expired, cancelled, or revoked invites should not be read as therapy progress or client engagement by themselves.

Follow-up and emergencies

  • Revoked, expired, cancelled, or pending invites may need resending or follow-up outside StephX.
  • StephX is not an emergency contact mechanism and does not automatically alert therapists.
  • Therapists should use their normal professional communication channels for urgent or clinical follow-up.