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Separate couple's file sue to break-up/divorce

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  • Ayelette

    Hi Andrew,

    When you have been seeing a client as part of a couple and now would like to see them individually, here's how you can create an individual profile for them:

    1. On the Couple Profile, click Edit > Clients.
    2. To the right of the relevant client, click Manage > Create an Individual Client.

    Using these steps will allow the client to receive appointment reminders and access the Client Portal for both profiles using the same contact information.

    Note that the forms sent to and notes related to this client in the context of their Couple Profile will not transfer over to the new individual profile.

    To learn more, feel free to check out this Help Center guide: Creating an individual client profile from a Couple Profile.

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