Harley Therapy Platform

What should I discuss with a client in an initial appointment?

Are there any requirements I must meet during a first session with a client?

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

Can I bring an existing client on to the platform?

Can I work with clients more than once a week?

Can I communicate directly with my client or reach out to them? How to find a client's contact details

Do I have direct access to my client?

What is a reserved slot and how to use this feature

How do Reserved Slots work?

Understanding what notice you'll get for a booking, Short-Notice Bookings, Notice Preferences and Settings

How far in advance can clients book a session?

How to create follow-up sessions, or book initial sessions for clients invited onto the Platform

How to book a session for a Client

Ending and Restarting Relationships, updating your Clients list, and finding past clients

What do I do when I finish work with a client?

Completing the attendance update, and ending relationships

What is the protocol to follow after a session with a client?

What happens when I recieve a new booking for an initial session?

What should I do when I receive a new client?

Iain

Sophie-Claire

Creating Bookings, Reserved Slots & Other Session Queries

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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