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  • Rose Balyeat

    Hi! We have some of the same issues but this is what SP says about #2 on your list:


    Hi Susan, here's a little more information from our Help Center on how to use the same email address for multiple members of the family. 

    We know that clients can use the same email address in our system if the client has a Gmail email address. However, you will need to set up each client a little differently.

    Here's an example:

    • Let's say John Simple is the father of Bobby Simple and Jenny Simple. John's email address is When you enter in the email address for the first child, let's say Bobby in this case, you can enter the email address as it reads. When you enter in the email for the second child you can enter the email as You want to make sure that everything before the @ symbol remains the same, then insert: +text between the beginning of the email and the @ symbol (text = any letters or numbers).
    • Another example would be becoming for the second child, and for the third child and so on.

    You don't need to set up anything special to do this. You'll simply enter the clients alternative email address just as illustrated above in the clients account and the emails will be sent to the primary email addresses inbox.

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  • Elizabeth Calihan



    I want to second Laurie S's plea above under number 1....I have been loving SP because of its clarity, but am getting frustrated with some of the limitations and this is one.  I have a number of people whose parents I would like to send their statements to, but I cannot have the statement sent if it nowhere lists the patient's name.  This seems crazy....I do not send individual invoices for regular therapy patients and so there is no way to do anything other than hand address envelopes to the parents.  Is there a work around?

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  • Kimberly Dudley

    I second the need for all of this! I have more than one client in a family and/or statements that need to go two places for one client and it seems like I can't quite get it done. 

    I appreciate the answer from Rose, but it doesn't resolve my issue and feels confusing! 

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  • Ruth

    Hi Everyone, this post must've fallen through the cracks, I'm sorry for getting to this so late! I've done my best to answer each question below:

    As far as using the same email for a parent to access multiple children's Client Portals, we actually have released a solution for this! Instead of adding the parent's email address in the client's file > Edit > Client Info tab, you'll want to navigate to the client's file > Edit > Contact tab > Add Contact. If you've already added the parent's email in the Client Info tab, go to the Client Portal tab and Disable Access, before creating the parent as a new Contact and enabling Client Portal access for the parent as a Contact. If you wanted to use the same Contact for a sibling's client file, you'd go to the sibling's file > Edit > Contacts > Add Contact and use the search bar to find the parent's Contact Profile you'd already created. For more information, check out this guide on our Enhanced Client Management for Minors

    If you'd like us to consider adding the minor's name to Statements, please vote and comment on this feature request:

    Please add your comments to this feature request so we can consider your feedback for any upcoming adjustments to team member permissions: 

    We're currently working on an in-app sorting feature that will allow you to list clients by their insurance payer from your account! We'll be emailing you all when this feature becomes available.

    We're also making some changes to our billing system, but for now, you can enter a write-off from a client's file > Billing tab, by clicking on the appointment to edit it and enter a "Write-Off" amount if the appointment is "Self-Pay." You can add a write-off for insurance appointments when you add an insurance payment. If you'd like to refund a client's manual payment (Manual Credit Card, Check, Cash) by adding a negative client payment to the client's file > ADD PAYMENTS box. To refund a client for a Stripe Credit Card, go to your Billing page > Card Transactions and hit Refund next to the charge you'd like to fully, or partially refund.  

    If you have any specific recommendations that haven't already been posted about, feel free to add a new feature request to our Ideas and Suggestions Board, here:

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