Working with Clients
By Sophie-Claire and 3 others4 authors56 articles
- How do I issue a refund to a client?
- How do I rearrange a client's session?
- How do I cancel a Client's session?
- I'm not the best fit for a Client
- What are the cancellation policies and payment terms for clients?
- What do I do when a client cancels at the last minute, or does not show up for his or her appointment?
- What if I need to cancel a session due to illness or personal emergency?
- Rearrange a session after the session start time
- Change an Individual Relationship to a Couples Relationship
- How do I set up my therapist account to allow different client types to book?
- How to book an Individual Session for a Couples Client
- How to create a relationship where a third party will be paying for the attendee's sessions
- If a client's sessions are paid for by someone else how can they start paying for sessions themselves?
- Are there any requirements I must meet during a first session with a client?
- Can I bring an existing client on to the platform?
- Can I work with clients more than once a week?
- Do I have direct access to my client?
- How do Reserved Slots work?
- How far in advance can clients book a session?
- How to book a session for a Client
- What do I do when I finish work with a client?
- What is the protocol to follow after a session with a client?
- What should I do when I receive a new client?
- How do I know I've been paid for a session?
- When do I receive payment?
- How do I get paid for a session I agreed to do when the client payment failed?
- How do I book a longer or shorter session for a client?
- What are your commission fees?
- How does the HT commission system work?
- What if I can't connect my Stripe account?
- What methods can I receive payment by?
- Why is Stripe deducting funds from me?
- How do I change my bank details?
- Stripe has disabled payouts or payments on my account
- I have a negative Stripe account balance - how can I fix this?
- What is Stripe and why do I need an account?
- Wrong commission rate charged on a booking
- Where can I find a list of all payments received in the last tax year?
- Why can't I find my client's name in my Clients list?
- Are the self-assessment questionnaires mandatory?
- A client hasn't completed their initial self-assessment questionnaire
- What questions are included in the initial client self-assessment questionnaire?
- What multiple-choice questions are included in the ongoing client self-assessment questionnaire?
- Where can I find my client's home address?
- Do Couples and Family Clients have their own Questionnaires?
- Practical tips for therapists offering online and phone sessions
- What are my obligations regarding client records and managing risk?
- What do I do if a client threatens me?
- What are the rules and boundaries clients are advised of in order to protect your therapists?
- What should I do if a client oversteps professional or legal boundaries?
- What do I do if a client offers me a gift or a cash tip?
- What do I do if a client finds and contacts me outside of the platform?
- What do I do if a client tries to pay me privately?