Adding an existing individual client to a couple
If an existing individual client is going to participate in couples therapy, you can add the client to a couple.
From the menu, click Clients to go to your client list, then click Add client.
Select Couple.
Click Select from existing.
Click on the client you'd like to add to the couple.
Existing clients' details can't be changed here. To remove the client you selected, click Reset.
Once you've filled out or selected both individuals, click Add new client.
Creating an individual profile for a client in an existing couple
If you also have individual sessions with a client from an existing couple, you can create an individual profile for them.
From the menu, click Clients to go to your client list, then click Add client.
Select Individual, then click Select from existing.
Click on the client who needs an individual profile.
Existing clients' details can't be changed here. To remove the client you selected, click Reset.
Click Add new client.