Yes. This can also help maintain your search position as active therapists are more likely to appear higher in searches (see our article on search position for more information).

Inviting existing clients to the platform will allow you to take advantage of the auto-payments facility, enable you to manage your schedule and clients in one place and let you re-book your existing clients each week with one click.

Inviting a client will not trigger the initial commission from Harley Therapy - it will be treated as an ongoing session. You can read more about out commission structure in our article about commission.

To bring an existing client onto the platform, first let them know you are going to do this and agree the time of the first session you will have managed through Harley Therapy.

Then click on the + Invite Client button at the top right of your Clients screen:

Then enter their email address to invite them.
Note that Invitations are valid for 3 days after which they expire and you will need to invite the client again to allow them to accept the invite.

They will receive an email inviting them to connect:

When they click on the link in the email their account will be confirmed and you will receive email confirmation that they have signed up:

The client then has to complete their profile, including entering a valid credit card number as without this we cannot take charges for any session created. You can let them know how to do this by sending them a link to our help article about how to respond to an invitation from your therapist.

You can then create a session for the client by going to their card in your dashboard and clicking on Create Session at the bottom left of the card:

If the session is to take place within 48 hours and the client has not yet entered a valid credit card the session creation may fail with a message that looks like this:

In this case contact your client and let them know they will need to update their credit card details to allow you to book a session with them. 

Inviting existing clients to the platform will allow you to take advantage of the auto-payments facility, and the practice management app with 1-click rebooking.

Inviting a client will not trigger the initial commission from Harley Therapy - it will be treated as an ongoing session. You can read more about out commission structure in our article about commission.

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