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Client profiles: couples in JaneApp

Goal: Handle couples work in a way that protects privacy and keeps records clear, even if the booking shows only one name.

Key rule: two profiles

Even if the couples appointment in Jane appears under one booking name, the clinic requires both clients to have their own profiles:

  • Partner A client profile
  • Partner B client profile

Why:

  • each partner’s consent/permissions are separate
  • either partner may later return for individual counselling
  • reduces risk of accidental information sharing

Minimum info to collect (before session 1 if possible)

If one partner books the first session, ask for the other partner’s:

  • full name
  • email
  • phone number (if used)

Admin can then create the second profile and send the partner any required intake/consent.

If you need to request the partner details from the booking partner, please use:

  • Both partners should sign clinic policies/consents separately for couples work.

Documentation convention

  • Clearly label couples sessions as couples sessions (both present).
  • Please store couples session notes in both partner charts (each partner’s profile). It is okay to copy/paste the same couples-session note into each partner’s file as a duplicate note.
  • If one partner later becomes an individual client, keep individual notes in that partner’s individual context and do not share without consent.