{"id":4462,"date":"2026-10-28T00:01:32","date_gmt":"2026-10-27T16:01:32","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?post_type=help-centre&#038;p=4462"},"modified":"2026-10-30T16:13:08","modified_gmt":"2026-10-30T08:13:08","slug":"how-to-set-up-family-and-couple-accounts-in-safetalk","status":"publish","type":"help-centre","link":"https:\/\/safetalk.space\/blog\/help-centre\/how-to-set-up-family-and-couple-accounts-in-safetalk\/","title":{"rendered":"How to Manage Family and Couple Clients On SafeTalk"},"content":{"rendered":"<div data-post-content>\n<p class=\"wp-block-paragraph\">Previously SafeTalk only supported one-to-one therapy(i.e one therapist seeing one client), which was ideal for individual therapy, but it had many limitations for family\/couple therapy management. With our recent update, you can now group clients together, while allowing each person to retain their own SafeTalk access, which makes it ideal for family\/couple therapy setting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide explains how to set up family and couple therapy in SafeTalk and how shared appointments, services, files, payments, and communication work.<\/p>\n\n\n\n<h2 id=\"add-coparticipant\" class=\"wp-block-heading\">1. Group clients as Co-Participants<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To set up a family or couple clients, you can add another client as a co-participant to an existing client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to My Clients<\/li>\n\n\n\n<li>Open the client File for the person you want to group<\/li>\n\n\n\n<li>Scroll down &amp; click on add a co-participant<\/li>\n\n\n\n<li>Choose whether to create a new client account or select an existing client (existing client means they already have a safetalk account)<\/li>\n\n\n\n<li>Select the Relationship &amp; Save<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay controls loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/add-coparticipant.mp4\" playsinline><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Each person will retain their own separate SafeTalk account and login credentials, but they will share the relevant engagement with the therapist. This makes it easier to manage couples and families in one place<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. How Client Groups Work in My Clients<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once you add a co-participant, the clients will appear as a group in My Clients(ex Alex Chow &amp; Jamie Chow) &amp; everywhere else across the platform<\/p>\n\n\n\n<figure class=\"wp-block-image size-full rounded-2xl-custom\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/client-history.jpg\" alt=\"\" class=\"wp-image-4486\" srcset=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/client-history.jpg 1920w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/client-history-300x169.jpg 300w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/client-history-768x432.jpg 768w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/client-history-1024x576.jpg 1024w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/client-history-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This gives you a shared view of their appointments and engagement-related activities while keeping certain information, such as personal journals, case notes &amp; files private to each client.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Shared Appointments and Service Packages<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Appointments and service packages are shared between clients within the same group. This means either participant can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Book a group session for everyone in the group<\/li>\n\n\n\n<li>Reschedule\/Cancel an appointment on behalf of a group<\/li>\n\n\n\n<li>Manage the shared package associated with the group<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Example: Alex purchases a four-session couples therapy package. Both Alex and Jamie can access the package under their shared accounts and book sessions using it<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This makes managing appointments easier because the therapist doesn&#8217;t need to coordinate every booking manually between the two clients<\/p>\n\n\n\n<figure class=\"wp-block-image size-full rounded-2xl-custom\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/session-details.jpg\" alt=\"\" class=\"wp-image-4488\" srcset=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/session-details.jpg 1920w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/session-details-300x169.jpg 300w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/session-details-768x432.jpg 768w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/session-details-1024x576.jpg 1024w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/session-details-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">4. Share Files and Tasks with All Clients or Separately<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Under Files &amp; Tasks, you can decide whether a file or task should be shared with everyone in the group or assigned to specific client only<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You have two options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assign to all clients: Every participant receives a single form or file and can complete it together<\/li>\n\n\n\n<li>Assign to selected clients: Choose specific participants who should receive the file or task<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Note: If you want to share the same file with two participants individually, you&#8217;ll need to repeat the process twice. Select the file, assign it to the first participant, and confirm and share. Then repeat the process for the second participant.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full rounded-2xl-custom\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/share-files.jpg\" alt=\"\" class=\"wp-image-4489\" srcset=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/share-files.jpg 1920w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/share-files-1024x576.jpg 1024w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/share-files-300x169.jpg 300w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/share-files-768x432.jpg 768w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/share-files-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Example: For couples counselling, you might want both partners to complete the same intake form before their first session. You can assign it to everyone in the engagement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, if you want each partner to complete an individual assessment or questionnaire, you can assign the relevant file separately to each person, by repeating the process<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. Client Journals Remain Private<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Although clients share an engagement, they cannot see each other&#8217;s journals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each participant retains their own journal, allowing them to record personal reflections without exposing those entries to other participants in the engagement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, in a couples therapy engagement, Alex can write private journal entries without Jamie being able to view them through their shared group.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This helps maintain the distinction between shared group activities and individual client information.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full rounded-2xl-custom\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/journals.jpg\" alt=\"\" class=\"wp-image-4491\" srcset=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/journals.jpg 1920w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/journals-300x169.jpg 300w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/journals-768x432.jpg 768w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/journals-1024x576.jpg 1024w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/journals-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">6. Shared Payments and Package Purchases<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Either participant can purchase a new service package or make a payment for the shared engagement. This is particularly useful when one person handles the payment arrangements for couples or family therapy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Example: Jamie books a couples counselling session, but Alex handles the payment. Alex can purchase the package or make the payment without requiring the therapist to manage two separate engagements.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This makes billing more flexible for clients who share the cost of therapy or have one person responsible for payments.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Notifications for Both Participants<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Both participants will receive relevant notifications about the shared engagement, including appointments, files, and payments. This helps ensure that everyone stays informed about upcoming sessions, required forms, and payment-related activities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, when a new appointment is booked, both partners receive the relevant appointment notification. When a form is assigned to both participants, each person is notified so they can complete it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This reduces the need for one participant to relay information manually to the other.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">8. When Should You Use Family and Couple Accounts?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Family and couple accounts are useful whenever multiple clients participate in therapy together and need to share an engagement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Common examples include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Couples counselling: Manage both partners under one engagement, with shared appointments, packages, and group communication.<\/li>\n\n\n\n<li>Family therapy: Group family members under the same engagement while allowing each person to retain their own account.<\/li>\n\n\n\n<li>Parent and child therapy: Coordinate appointments and shared administrative tasks while allowing each participant to access SafeTalk through their own account.<\/li>\n\n\n\n<li>Group-based family interventions: Keep engagement-related activities organised when multiple family members are involved.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">By grouping clients under one engagement, you can simplify appointment coordination, package management, billing, and administrative tasks without requiring everyone to use the same account.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Set up family and couple accounts with shared appointments, packages, files, and payments<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":[],"tags":[66,208,207,34],"help_centre_category":[132,204,128],"class_list":["post-4462","help-centre","type-help-centre","status-publish","hentry","tag-client-management","tag-couple-therapy","tag-family-therapy","tag-for-therapists","help_centre_category-client-management","help_centre_category-family-couples-therapy","help_centre_category-resources-for-therapists"],"_links":{"self":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre\/4462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre"}],"about":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/types\/help-centre"}],"author":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media?parent=4462"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/tags?post=4462"},{"taxonomy":"help_centre_category","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help_centre_category?post=4462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}