Group and couples sessions

Set up a group service

1. 1Go to Services and choose Add service (or Edit).
2. 2Set Session type to Group (or Couple for couples).
3. 3For a group, type the Most people (groups) it takes.
4. 4Choose Add service or Save service.

Book it

1. 1Choose New, then Appointment, and pick the group service.
2. 2Under Participants, add each client with Add participant. Remove one with the cross beside their name.
3. 3Pick the time and place, then choose Book session.

Mark who attended

Once the session has started, open it from the calendar. Under Attendance, tick "did not attend" for anyone who missed it, then mark the session Complete. Mark them before completing.

When one client leaves

Open the session and choose Cancel. Under Who asked to cancel? choose Client asked, pick the client, and choose Remove with their name. Only they leave; the session goes on for the others.

Billing a group

• Each member pays their own fee for the service: the fee set on their page, else the standard price.
• Choose who the automatic invoice goes to under Group sessions in Billing and GST settings: Bill the first participant once, or Bill every participant who attended, one invoice each at their own fee. Removed members are not billed. No-shows are not billed for the session; a no-show fee, if your policy has one, comes separately.
• To change it for one session, open the session and choose Change billing under Billing, before it is invoiced.
• With Bill the first participant once, bill the others with New invoice: choose the client and pick the session under Sessions not billed yet.
• Group services cannot be sold as packages.