Our platform allows clients to pay for a friend or family member's sessions - this is called a "Third Party Relationship".
If a session has been booked on behalf of someone else, this will be noted on the session details page next to the Relationship type, with the name of the attendee listed below :
In most cases, the original person who organised the session will want to continue paying for ongoing sessions for the attending client, but sometimes the attendee will want to pay for their own sessions, or the organiser would like to only pay for an initial session with the attendee then paying for their own follow-up sessions.
The relationship should only ever be migrated if this has been requested by one of the clients.
If a parent has booked sessions for their child under the age of 16, the relationship will always be a Third Party Relationship, and this should not be changed unless the child turns 16 and wants to pay for their own sessions.
How does an attendee take over paying for their sessions?
If a client was originally booked in by someone else but now wants to pay for their own sessions, the therapist will need to update this for the client.
To do this, first select the client from your Clients list, click on the Relationships tab in the client's page, and then click on the relationship itself.
On the next page shown, click on the Migrate to first party relationship.. button on the right-hand side of the page :
After clicking the Migrate.. button, you may be prompted to provide additional information about the client. In this case, you would see the page shown below - if the client has not yet shared this information with you, then you would need to contact the attendee to ask for the information requested so you can complete the process.
Once you've added any missing information click on Confirm Migration. This will create a new relationship with only the attendee listed, and the previous relationship will be marked as "ended".
After confirming the migration, you will be taken to the new relationship page :
If the client has already added payment details to their account, you can book their next session by clicking on the Create Session button on the right-hand side of the page.
If the client has not already added payment details to their account, then after migration, the client will be sent an email asking them to add a payment card to their account. Without these details being added to their account, you will not be able to book their next session, so you may want to ask the client to let you know once they have added their payment details.
The email the client will be sent is shown below. If the client has not received this email, they can update their payment details by following the instructions here. You may also want to share this article which includes information about the payment process for follow-up sessions just in case they are not already aware.
Once you've completed this process any future sessions will be billed to the attending client's payment card.
Any sessions booked under the original relationship will need to be cancelled and then rebooked under the new relationship that has been created to ensure the correct person is charged.