Template — request partner details for couples intake (email/text)

Use this when one partner books the first couples session. The goal is to collect partner info so admin can create the second Jane profile and send each partner their own intake/consent.

When to use this (who sends it)

• Associate sends this when you notice an individual client booked a couples session, and it appears admin was not aware it was a couples booking.
• Admin sends this when the original intake inquiry was for couples counselling (admin will request partner details and set up the partner profile).

Email version

Subject: Couples intake — partner details needed

Hi [First name],

Thanks for booking your couples session with Head & Heart.

To set up couples counselling properly, we create one Jane profile for each partner and send each person their own intake/consent to complete.

Could you please reply with your partner’s:

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

Thank you,
[Admin name / Your name]
Head & Heart Counselling

Text version (short)

Hi [First name] — thanks for booking your couples session with Head & Heart. To set up couples counselling properly, we create one Jane profile per partner. Can you reply with your partner’s full name + email (and phone if used)? Thank you!