Creating/Managing/Scheduling Client Groups (Treatment Groups, Couples, or Families)

"Groups" in MBP refers to any appointments that include multiple clients -- IOPs, treatment groups, couples, or families. 

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• Creating Client or Staff Groups

  STEP 1: Navigate to the GROUPS tab within the Account Settings section. STEP 2: Click on the +Add New Group button. STEP 3: Complete the fields within theName & Description tab. Select Client or Staff Group Client groups = groups consisting of ...

• Scheduling Couples Therapy Sessions

  When you are booking an appointment for a couple, you'll want to create two separate client profiles for each member of the couple. This will allow them to receive private communication without the other having access, if applicable.  When scheduling ...

• Creating New Clients

  STEP 1: Click the icon in the top right-hand corner - OR - click on the + New Client button within the Clients tab. STEP 2: Enter applicable information into the pop-up window Select the appropriate professional from the dropdown First and Last Names ...

• Granting Client Portal Access

  Navigate to the Client Portal tab on the left-hand side.  Click the +Add New User button Enter the new user's information If you have already entered the new user's email in the Contact Info tab, their email address will populate for selection in the ...

• Creating Online Booking Widget (NEW CLIENTS)

  Step 1: Navigate to Account Settings within the Settings Dropdown Step 2: Click on the Online Booking tab on the left-hand side & choose your subdomain (the name that will be included in your unique booking page) and click "Create Practice Domain" ...