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When someone other than the adult client is the only payor




  • Ruth

    Hi Jody, you can add the parent as a Contact in the client's file > Edit > Contacts. Then you can hit Manage > Manage Client Portal & Billing to enable Client Portal access, make them "Responsible for Billing," grant them "Access to Billing Documents" and "Pay a balance with credit card using Stripe." Here's more about adding a Contact for third-party billing:

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  • Jody Saltzman

    Thanks so much, Ruth! 🙏🏼

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  • Jona Behrer

    This was helpful! Thank you!

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  • Gillian Nathan

    super helpful. Thanks! 

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