Couples and families
Checked against the app on 24 October 2026
Connect clients as a couple or family by dragging one onto another. Joint sessions then appear in every member’s file with one shared note, and they share a relationship formulation and plan, while each keeps an individual formulation.
Where: Clients > Couples and families
Step 1: Open Clients > Couples and families.
Step 2: Drag one client onto another, or onto a group’s card, and choose Connect as a couple or Connect as a family. Or right-click a client and choose Connect with….
Step 3: To see them together, press Start joint session on the group’s card, or tick who is present beside In the room on Record.
- Editing or signing a joint note in one file changes it for everyone. A partner’s individual sessions stay in their own file only.
- If only one partner comes, untick the other in In the room: it becomes an individual session for that person.
- After a joint session, Name the speakers puts names on Client 1 and Client 2.
- Couples measures: the CSI-4 and the HITS, each given to each partner separately.
- Separate… keeps joint sessions in both files and copies the shared formulation and goals to each. It can be undone for 10 seconds.
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