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 a couples therapy appointment, you'll want to select the client who is responsible for billing (e.g., the one submitting to insurance) as the primary client. Then, you'll add the additional client to the appointment by clicking on "+Add Additional Client" and selecting the second client from the dropdown. 

This will create an appointment for both clients at the same time-- linked to the same service and fees. 

When creating an invoice, you'll generate it for the primary client, and click the button next to "Include Additional Clients" down below. The invoice will then populate with both clients' names. 

The additional client's name will then appear on the invoice. However, please note, it is best to use the client who will be submitting to insurance as the primary client for the appointment, as they will be the one whose date of birth appears listed on the invoice. 

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