Harley Therapy Platform

Converting an Individual Relationship to a couple, and booking Couples sessions for Individual clients

Change an Individual Relationship to a Couples Relationship

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

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

Booking separate sessions for a couple or family

How to book an Individual Session for a Couples Client

How to invite a client where someone else will be covering the cost of sessions

How to create a relationship where a third party will be paying for the attendee's sessions

Migrating a Third Party Relationship to a First Party Relationship

If a client's sessions are paid for by someone else how can they start paying for sessions themselves?

Iain

Sophie-Claire

Aurélie

Client Relationships & Session Types

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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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