On our platform we have three different session types. One of those is in-person. In-person sessions allow you to schedule clients who will be seeing you in your office, rather than on WeCounsel. When adding a client who will only be seeing you in-person, you will want to do the following:
- Click on Client List
- Click Add Client - You will be given the window seen here
- Uncheck the Activate Client Portal option.
- Enter the client’s first and last name and this will add them as a client but will not send them an email to complete registration.
You will not be able to contact this client through WeCounsel, send them session reminders, or documents without adding their email, but this will allow you to create their client file, bill and schedule sessions for your own purposes!