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Can I bring an existing client on to the platform?

How to invite clients from other sources, or create individual relationships for couples clients

Iain avatar
Written by Iain
Updated over 5 months ago

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).

You can also use the invite option to book Individual sessions for a Couple or Family client to avoid the initial 100% commission being charged again.

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 our commission structure in our article about commission.

Clients invited onto the Platform will be charged the Session fee only, and will not be charged the Harley Therapy Service fee.


How to Invite a Client

To bring an existing client onto the platform, first let the client know you will be sending an invite from Harley Therapy so they are aware to keep an eye out for the email from us.

We have an article here explaining the invite process from the client's perspective if you want to share this with any clients.

To send the invite, click on Clients at the top of your Dashboard, and then click the +Invite Client option at the top left of the page :

You'll then be asked for some details about the client, including which fee you would like to charge them if this will be different from your standard rate for that client type (you can leave this blank if you will be charging your standard fee) : 

You must select the Client type that the relationship will be set to (either Individual Adult 18+ or Supervisee). 

If you want to invite a client as a Couple you would choose Adult 18+ and send the invite to the partner who will be paying for the sessions. Once they have accepted the invite, and before you create any new sessions, you can migrate the relationship to a Couple (18+) using the conversion facility in the relationship card on your dashboard and add their partner's details.

If you want to invite a younger person whose parents or guardians will be arranging their sessions, please send the invite to the parent or guardian (with the parent/guardian's name and email address noted on the invite). Once accepted, if you contact the Harley Therapy team, we can add the younger attendee for you if you share their name, email, mobile, DOB etc. 

Please 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.


Once sent, the client will receive an email inviting them to connect :

When they click on the link and complete all their details, you will receive email confirmation that they have completed their Profile :


You can then book a session for the client by selecting their name in your Clients list, clicking on the 3 dots to the right-hand side of the page, and clicking on Create Session :

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 our commission structure in our article about commission.

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