How can we help?

Topics

• Getting started

  Create your account, set up your practice and book a first session.

  • Create your Bliss account
  • Set up your practice or clinic
  • The setup checklist
  • Book your first session

• Clients

  Add clients, find your way around a client page, archive and invite to the portal.

  • Add a client
  • Find your way around a client page
  • Archive or restore a client
  • Invite a client to the portal

• Fees and pricing

  Standard prices, Price varies, a client's own fee and a fee for one session.

  • Prices for your services, and "Price varies"
  • Set a client's own fee
  • A different fee for one session
  • What happens to invoices

• Booking

  Book, repeat, move and cancel sessions, groups, the waitlist and your booking page.

  • Book a session
  • Book recurring sessions
  • Reschedule or cancel a session
  • Cancellation policy and no-show fees
  • Group and couples sessions
  • The waitlist
  • Your public booking page

• Invoices and payments

  Invoices, payments, credit notes, packages, wallets, TDS and the GST summary.

  • Invoices: automatic, manual and drafts
  • Record a payment
  • Credit notes and partial voids
  • Recurring invoices
  • Session packages
  • The client wallet
  • TDS from business clients
  • The GST summary
  • Invoice layout, logo and details

• Team

  Invite therapists and front desk, seats, roles and paused members.

  • Invite therapists and front desk
  • Roles: who can see and do what
  • Seats and paused members

• Clinical records

  Session notes, treatment plans, questionnaires, diagnoses and the record PDF.

  • Session notes, finalizing and addenda
  • Treatment plans, goals, templates and homework
  • PHQ-9 and GAD-7 questionnaires
  • Diagnoses (ICD-10-CM)
  • Download a client's clinical record

• Client portal

  What your clients see and do on their own page.

  • What clients see in the portal

• Reports and analytics

  Comparisons, custom reports, the monthly email and commission statements.

  • Analytics and comparisons
  • Custom reports
  • The monthly report email
  • Therapist commission statements

• Equipment and stock

  Equipment that sessions hold, and supplies you count.

  • Equipment that sessions need
  • Stock of supplies

• Account and security

  Signing in, other devices, and downloading or deleting your data.

  • Sign-in, password and other devices
  • Download or delete your data

• Plans and billing for Bliss

  Your Bliss plan, seats and early access.

  • Your Bliss plan and early access