At a Glance
If a client pays before their appointment, you can record the money straight away. You do not need to wait for the session to happen, and you do not need to mark it as attended first. TherapyLock keeps the record for you. It does not take the payment or issue an invoice.
How to do it
- From your dashboard, choose Appointments Calendar to open your calendar. On a phone that button reads Calendar.
- Find the appointment on the calendar and click it once. A small panel opens showing that session's details.
- Choose Record payment, then choose Paid. Choose the status before you touch the amount, because the figure is only stored once a status is set.
- Check the figure in the Session fee box, which is already filled in with the client's usual rate. If you change it, click outside the box, then choose Done.
If your calendar is set to Day or Week view, clicking an appointment opens a window called Update Appointment instead, with the Session fee box already on screen. Choose Paid there in the same way.
Worth knowing: There is no Save button and no confirmation message. Your choice is stored the moment you make it, and the appointment looks no different on the calendar, so to check it later, click the appointment again and look for Paid at the top of the panel.
Related articles
- Changing a fee or a status later — Updating a session fee or payment status
- One client's record — Viewing a client's payment history
Still Need Help?
If you have any other questions about TherapyLock, our support team is here to help.
Email us at support@counsellingtutor.com and we will be happy to assist.
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