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Creating a new couple client

Navami
Updated

Couple client profiles allow you to have both a shared profile while still keeping each individual client’s records separate. In this guide, we'll cover:

Adding a new couple client

To add a new couple client:

  1. Navigate to the Calendar
  2. Click the plus icon > Create client
  3. For Client type, select Couple

Note: To learn about the different ways you can add a new client, see Adding a new client and navigating your Clients and contacts list.

After you select Couple, you can add the following information for Client 1 and Client 2:

  • Legal first name
  • Legal last name 
  • Email address
  • Phone number
  • Responsible for billing
    • Checking this box will make this client the responsible party on billing documents
  • Billing type
    • Self-pay or Insurance
  • Primary Clinician, for group practices only
  • Location

Note: You can click Add Existing Client or Contact to select an existing client or contact from Clients and contacts list as Client 1 or Client 2 for a couple profile.

After you've finished entering each client's information, click Continue.

Couple client creation screen showing fields for Client 1 and Client 2 information

Creating a couples profile with existing clients

To create a couple profile from individual clients and/or contacts on your Clients and contacts page:

  1. Click the three dots under Manage next to the individual in question
  2. Select Add this Client to a Couple

Clients and contacts list showing the Manage menu with Add this Client to a Couple selected

  1. Navigate to the Client 2 tab
  2. Select Add Existing Client or Contact

Couple profile screen with Client 2 tab and Add Existing Client or Contact option

  1. Use the search bar to search for the name of the client or contact you want to add to the couple
  2. Select the client or contact

Search results list showing a client selected for addition to a couple profile

  1. Click Select
  2. Verify each client’s information and choose which client is Responsible for billing
  3. Click Continue

Important: Adding a client to a couple profile won’t affect their existing individual client profile. All of the records that live in an individual client's profile will remain separate from their couple profile. After a couple profile is created, any new couple appointments and documentation created for the couple will automatically be attributed to their new couple profile.

Creating an appointment for couples

To create a new appointment for a couple profile:

  1. Navigate to the Calendar
  2. Click the plus icon > Schedule appointment
  3. Select the couple profile as the client

Calendar scheduling window showing a couple profile selected as the client

  1. Review and edit the other details of the appointment
  2. Click Done

FAQs

If I create a couple profile from two existing clients, what information is moved to the couple profile?

When you create a couple profile from existing individual client profiles, the clients’ demographic information, insurance information, contact information, consent for email, text and voice messages, and any stored credit card information will be transferred into the couple profile.

Each client is granted Client Portal access during the creation flow if you send intake documents, and text reminders will initially be disabled for the couple profile. However, these settings can be updated independently for the individual client’s solo and couple profile after it's created.

For more information about sending intakes, see Sharing intakes and documents to couples. 

When you create a new couple profile, none of the documentation from past appointments or consent forms will be moved over to the new profile and past records won’t be affected. You can use the new couple profile for all documentation and billing moving forward.

Can I have a telehealth appointment with members of a couple who are in different locations?

Yes, you’re able to hold a 3-way telehealth appointment. The individuals can each receive their own link for the call, so they can access the telehealth appointment from different locations. To learn more about holding telehealth appointments, see Getting started with telehealth.

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