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Your first sign-in asks one thing: agree to the data processing agreement. After that you’re on your Waiting Room, and the link you chose during signup is already there waiting to be copied. The rest of setup lives in a small Setup guide you can open whenever you like. None of the seven steps takes more than two minutes. Do them in this order and you’ll be operational in a single sitting.

The one thing the first screen asks

The first thing you see after signing in is the data processing agreement, on its own. Read it, type your name, agree. It’s the document that sets out how Rivet handles your clients’ information — see The Data Processing Agreement. Then you’re on your Waiting Room. Your link is already there, under a Copy link button, because you chose it during signup. Copy it and you’re ready to have someone join you on video. There’s nothing to set up first. If you want to change the link, Edit sits beside it. See Your Rivet URL for how to choose and how many times you can change it.

The setup guide

A Setup guide sits in the bottom-right corner on your computer, and under Account → Setup guide on your phone. It lists seven steps and shows how many are done. The first one — picking your Rivet URL — is already ticked, because you did it when you signed up. While your practice line is still being set up, the guide says so at the top: it’s usually ready within a few hours of signing up. Everything that doesn’t need the line works in the meantime.
1

Pick your Rivet URL

Already done. You chose it during signup, so this row arrives ticked.
2

Get Rivet on your phone

Install Rivet from the App Store or Play Store and sign in with the same email you used at signup. See Install the Rivet app.You need the app on your phone to take calls and texts on your new line. Without it, calls land in voicemail and texts wait until you open the laptop.Tap this row to tick it once you’re signed in on your phone.
3

Open Rivet on your computer

If you signed up on your phone, do the reverse: open next.getrivet.ca on your laptop and sign in with the same email. Full video sessions, the EMDR workspace, the whiteboard and note-taking live on desktop; have them ready before your first session. See Desktop vs. mobile.
4

Test your line

Once your number appears in the app — the keypad shows Rivet Line with the number — open Rivet on your phone and, from a second phone (or a friend’s), call it. It should ring through with a Rivet incoming call screen. Answer, say hello, hang up. That’s a working line.If the call goes to voicemail instead of ringing, check that Rivet has notification and microphone permissions and that you’re signed in. See Test your line.Tap this row to tick it.
5

Test your waiting room with a colleague

Text your Rivet URL to a colleague — another therapist, a friend, your partner — and ask them to open it on their phone. They appear in your Waiting Room; you let them in; you spend two minutes saying hello on video; you end the session.This row ticks itself the first time you start a session from the Waiting Room. See Testing with a colleague for the full script.
6

Record your voicemail greeting

Go to Settings → Greeting on your phone. The default greeting is polite and works on day one. When you’re ready, record your own — “Hi, you’ve reached Sarah Chen. I can’t come to the phone right now. Leave a message and you’ll hear back from me today or tomorrow morning.” Twenty seconds is plenty.Tap this row when your greeting is saved.
7

Set your auto-reply

Go to Settings → Auto-reply. The auto-reply is the text that goes to a caller within seconds of leaving a voicemail. The default is a good start; tailor the wording to how you sound — “Hi, this is Sarah Chen. I got your message and I’ll text or call back today” reads better than the generic default.Tap this row when you’re happy with the wording.

Hiding the guide

Close it with the ✕, or choose Hide this for good once you’ve done what you need. It stays reachable under Account → Setup guide, and your progress saves across devices: rows you ticked on your laptop are ticked on your phone too.

Before you run your first session

The steps above get the phone and inbox side of practice working. Before you book a client video session, read:

Your first session

End-to-end walkthrough of your first real video session.

Testing with a colleague

The two-minute waiting-room test that doubles as a peer demo.