For supervisors
Licensed clinicians providing supervision through Motivo.
01Getting started
Applying, completing onboarding, and managing your supervisor account.
Apply to supervise through MotivoComplete the supervisor application and submit your qualifications for review.What happens after you apply?Understand the waitlist, onboarding invitation, profile review, and directory publication process.Complete your onboarding and profileWork through each required onboarding step before your supervisor profile is reviewed.Sign required agreements and find signed copiesComplete the embedded signing flow and understand where your signed agreements are delivered.Log in and manage your accountSign in, reset your password, and keep your Motivo and Stripe account details current.
02Availability and calendars
Working hours, capacity, connected calendars, and booking preferences.
Set your weekly availabilityChoose the recurring hours when supervisees can schedule intro calls and sessions.Update your current capacityShow whether you are ready, limited, or unavailable for new supervision relationships.Connect a Google or Microsoft calendarLink a calendar account so Motivo can avoid conflicts and add new bookings.Choose your primary and conflict calendarsDecide where Motivo adds events and which calendars block unavailable times.Set your booking preferencesControl notice, buffer time, and whether supervisees can book without approval.Reconnect or troubleshoot a calendarRestore a disconnected calendar and resolve missing events or conflict checks.
03Sessions
Booking, running, cancelling, attendance, and session records.
Book a one-time or repeating sessionSchedule one session or create a repeating series with one or more supervisees.Approve or decline a session requestReview a time requested by a supervisee and decide whether to add it to your schedule.Start an online sessionOpen the supervisor Zoom link and share the attendee link when needed.Reschedule a session or seriesChange an upcoming session and choose whether the update applies to the rest of a series.Cancel a session or seriesCancel one upcoming session or all remaining occurrences and record why it was cancelled.Record attendance and complete a sessionSubmit each supervisee's attendance, actual minutes, notes, and your signature after a session.Write, sign, and share session recordsAdd session notes and exchange supervision documents with a supervisee.
04Getting paid
Stripe setup, payout timing, summaries, troubleshooting, and tax forms.
Set up payoutsConnect and verify Stripe Express so Motivo can pay you for eligible completed work.When will I get paid?Understand when completed sessions and administrative hours move from Motivo to Stripe.View payout activity and summariesUse Stripe Express and emailed summaries to review payments from Motivo.Troubleshoot a missing or failed payoutCheck session completion, Stripe verification, payout status, and bank details when funds do not arrive.Find tax forms for your supervision incomeLearn where eligible supervisor tax forms are issued and how to look for them in Stripe Express.
05Licenses and credentials
Adding credentials, responding to expiration notices, and keeping documents current.
Add or update licenses and credentialsKeep your professional licenses, certifications, and supervision credentials accurate in Motivo.Understand verification and expiration noticesLearn how Motivo reviews credentials and what to do when a license, credential, or insurance record is expiring.Keep licensing and board documents currentUpload renewed licenses, training certificates, supervision credentials, and insurance records in the correct sections.
06Working with employers
Employer-sponsored relationships, in-house account setup, visibility, and administrative hours.
Respond to an employer-sponsored supervision requestReview an employer-sponsored invitation, ask questions, and accept or decline the relationship.Set up as an in-house supervisorCreate the Motivo account your employer invited you to use and complete your supervisor details.Understand what employers can seeLearn which supervisor, supervisee, session, and administrative-hour details appear in the employer portal.Log or correct administrative hoursRecord approved non-session work for an employer and replace an incorrect entry when allowed.End a supervision relationshipRemove a supervisee, cancel future sessions, and request a new supervisor when available.
07Messaging and notifications
Conversations, notification preferences, and profile recommendations.