Get started as an LSP

Before you can create your first appointment, you’ll need at least one interpreter in your roster and one customer added to your workspace. This guide walks you through that setup.

1. Your workspace

Your workspace is created when you sign up, based on the agency name you enter and the plan you select. Your first team is automatically named after your agency — you can rename it anytime in Settings → Teams.

Depending on your plan, you’ll have different team member limits:

• Free — 1 team member (just you), 1 team
• Agency — Up to 4 team members, 1 team
• Agency Multi-Office — Unlimited team members, unlimited teams

All plans include unlimited interpreters.

2. Invite your team

If you’re on an Agency or Agency Multi-Office plan, add the people who will be scheduling and managing appointments. Go to Team → Team Members and click + to invite someone. You’ll assign them a role (Owner, Admin, or Scheduler) and choose which teams they can access.

For more on what each role can do, see Roles and permissions (LSP) →

3. Add your interpreters

Go to Team → Interpreters and click + to invite interpreters by name, email, and language pair. They’ll receive an email to create their account and can start using the mobile app to view assignments, check in, and submit vouchers.

Interpreters can be assigned to appointments as soon as they’re invited — they don’t need to accept the invite first. You can invite as many interpreters as you’d like regardless of your plan.

For details on building out interpreter profiles or bulk importing, see Managing interpreters →

4. Add your customers

Go to Customers and click + to add a customer. The required fields are customer name, location, and contact info — you can fill in additional details at any time.

5. Create your first appointment

Go to Appointments and click +. Select the customer, date and time, language, and service type. You can assign an interpreter right away or leave it unassigned and offer it later.

When you assign an interpreter, they’ll receive a notification by email and mobile app to accept or decline.

For a full breakdown of how appointments move through statuses, see Appointment lifecycle →

That’s it — you’re up and running. As you get going, explore the rest of the help center for details on notifications, reports, and more.

Have questions about getting set up? Contact support →