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 our commission structure in our article about commission.
Existing clients invited to the platform after 1st October, 2021 will be charged your session fee plus a service fee for using the platform to manage their therapy. The service fee is £5.95 if your session fee is under £100 and 6% of your session fee if your session fee is over £100.
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:
You'll then be asked for some details about the client to allow them to be invited:
if you want to charge this client a different fee than your advertised fee you can add a custom fee here.
You must select the session type that the client relationship will be set to. If you want to invite a client as a couple you should choose Adult 18+ and then once they have accepted the invite and before you create any new sessions you should migrate the relationship to a Couple (18+) using the conversion facility in the relationship card on your dashboard and add their parter's details.
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 and complete all their details as defined in our help article on how to respond to an invitation from your therapist you will receive email confirmation that they have completed all the required steps (including entering their credit card).
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:
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.