Therasee makes it easy to manage your clients' support network by allowing you to add and manage contacts and relationships. This guide will help you understand how to create contacts, establish relationships, and utilise these connections when scheduling appointments or sharing documents.
Adding Relationships to a Client Profile
Method 1: Adding a New Contact
Navigate to your client's profile
Select the "Relationships" tab
Click "Add relationship"
Choose "New contact"
Fill in the contact details:
First name and last name
Phone number and email
Assign to practitioner (for access control)
Select relationship type relative to the client
Optionally mark as emergency contact
Click "Add relationship" to save
Method 2: Adding an Existing Contact
In the client's "Relationships" tab
Click "Add relationship"
Select "Existing contact"
Search for and select the contact from the list
Choose the relationship type
Click "Add relationship" to save
💡 Tip: You can also add other clients as relationships, making it easier to manage family or couple therapy connections.
Managing Contacts Centrally
Creating a Contact for Multiple Clients
Click "Contacts" in the sidebar
Select "Add contact"
Enter the contact's details
Click "Add contact"
These contacts can then be linked to any client through the relationships tab.
Using Contacts and Relationships
In Appointments
When scheduling an appointment, you can include relevant contacts:
Create a new appointment
Look for "Contacts" below the client field
Select contacts to invite
Selected contacts will:
Receive appointment confirmations
Get access to join video sessions
Receive appointment reminders
Sharing Documents
When sharing documents like invoices or forms:
Click the share button on the document
Type or select contact names from the auto-populated list
Choose sharing method (Email/SMS)
Click "Send"
Selected contacts will receive notifications and access to the shared documents.
Best Practices
Mark emergency contacts using the checkbox provided
Assign contacts to specific practitioners for better access control
Keep contact information up-to-date
Use the central Contacts page for managing frequently referenced contacts
Utilize the search function to quickly find existing contacts
Privacy and Access
Practitioners with limited permissions will only see contacts assigned to them
Contacts receive only the specific information shared with them
Need more help? Contact our support team through the Support tab in your sidebar.