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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 supported types of clients and fees

When creating your therapist account you need to configure the different types of client you are able to see and what fees are associated with each type of client.

You must set at least one client type and fee for your profile to be visible in the therapist listing on our site.

The client types and fees are shown in the Client Types & Fees section of your profile:

You can select the client types you are able to see using the checkboxes and 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 re-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

Your profile will then be returned when clients search for specific session types:

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, Adult (18+) will be shown as the default session price).

Client's will specify the session type when they book:

Clients can also choose to book on behalf of someone else for some client types, as well as for themselves.

Some client types are only ever made on behalf of someone else - in particular children under 16. Teenagers who are 16 may book directly themselves 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 family session it will show in your calendar with the name of the booking client and an indication of the session type:

Once you open the session you will see who will be attending in addition to the Booking client:

Note that if you suggest a re-arrangement for a received booking for a couple, family or group, only the booking 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 attendees and will create a very poor client experience (in addition to affecting your position in our list of recommended therapists).

Creating new sessions manually

When you wish to create manual sessions for clients who are part of a group, family or couple these will default to the group, family or couple that the client is a member of.

You will see information about who the session is being booked for when you click on Create Session in the client card, e.g.

If the client has more than one relationship with you, (eg. they attend individual and couples therapy with you) you will be asked which relationship you wish to book for and should select the correct one before completing the booking.

If you wish to create a session with a client individually who you have seen as part of a group or as a couple there are two approaches you can take:

  1. [RECOMMENDED] Use the invite feature in the clients section to send them an email invite (see our article about inviting existing clients to the platform)

  2. [ALTERNATIVE] Ask them to book directly with you on our site using their existing login - this will create an additional direct relationship between you and the client and allow further bookings.

The difference between the two approaches will be the commission that is charged for this new relationship. In the case of a client booked session through the website (not via an email invite) normal commission rates will apply.

In the case you invite the client onto the platform, only commission rates for ongoing sessions will apply to all sessions including the initial session.


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