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How do I set up my therapist account to allow different client types to book?
How do I set up my therapist account to allow different client types to book?

Setting different session fees for individual, couples and group therapy and understanding how to manage sessions with more than 1 attendee

Iain avatar
Written by Iain
Updated over a week ago

Setting up your Client Types and Fees

When creating your therapist account you need to select which types of Clients you are able to meet with, and the fees you wish to charge per session for each client type.

You must set at least one client type and fee for your profile to be shown to potential clients in the search results on the Platform.

You can set your client types and fees in the Session Fees section of your Profile :

You can select the client types you are able to see using the checkboxes, and then enter the fee beside the checkbox :

If you select more than one client type, all session fees will automatically use the fee from the first client type fee you enter, unless you choose to enter a different fee :

Once you've set up your client types and fees, click on the Save Changes button at the bottom of the screen.

Client view of different Session Types

Once you've set up your Client Types and Fees, your profile can then appear in the search results when potential clients search for specific session types, and they will be able to select the session type when choosing a slot :

The different fees will be shown to clients on your profile page with the default that they have searched for being shown (if they have not selected a client type, Myself/Individual Adult (18+) will be shown as the default session price).

Clients will specify the client type and location when they choose a slot to book in your Profile :

Clients can also choose to book on behalf of someone else for some client types which enables them to pay for the attendee's sessions. The attendee and the paying client will both have their own accounts in this case (we have instructions here explaining the process if an attendee decides to pay for their own sessions instead).

Some client types are only ever made on behalf of someone else - in particular children under 16. Teenagers who are 16 or over can book their own sessions without a parent having to book on their behalf reflecting the law regarding consent in the UK.

You can find out more information about this from the NHS.

Managing sessions with more than one client

When sessions are booked where more than one person will be attending (e.g. Couples, Family or Groups) all individuals who have entered emails will receive updates about the session.

In this case, sessions will be shown as the appropriate type, e.g. for a Couples or Family session it will appear in your Dashboard as awaiting confirmation with the name of the paying client (the organiser) and the session type :

The client type will also be listed in the session details page, and under the Relationships tab which can be found in any of the attending clients' pages in your account.

When you click on the session you will see who will be attending in addition to the paying client :

You can click on any client's name to view the information they have provided and their contact details. If you click on the Relationship (eg. "Couple (18+)" in the example above), you will be able to view the attendees' self-assessment questionnaires. 

Please note that if you suggest a re-arrangement for a received booking for a couple, family or group, only the paying client will receive the request. 

Re-arranging a requested couple, family or group session is not to be taken lightly as it will require the booking client to liaise with the other attendees and will create a very poor client experience, in addition to negatively affecting your position in the search results.

Booking Follow-up Sessions

You can book a follow-up session as part of the attendance update for each session, which will appear in your Dashboard after each session takes place.

If you book a follow-up session via the attendance update, the new session will default to the same relationship (ie. if you complete an attendance update for a Family session, the follow-up session will be booked under the same Family relationship).

Alternatively, you can book sessions by selecting a Client from your Clients list, and clicking the option to Create Session :

If a Client has multiple relationships with you (ie. Individual and Couples relationships), then you will be able to select the relevant relationship on the next page shown when entering the date/time/location :

If you wish to create a session with a client individually whom you have seen as part of a group or as a couple, you will need to send the client an invite to create a separate Individual Relationship (instructions here) and avoid being charged the commission on initial sessions again. 

After you have sent an invite, the Client will need to click the link in the email sent to them to accept the invite, and then add their payment details. You will then be able to book an Individual session for them.


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