Raise one invoice for a block of sessions agreed with a client, or for the six an EAP has authorised. From that moment every session you book for that client is already billed on it, at the block rate, until the block runs out.
The block is sold on a single ordinary invoice. Every session booked afterwards lands on that same invoice already billed, so no second invoice is ever raised for work the client has paid for.
The block goes live when the invoice is created, not when it is paid. Collecting the money runs on its own track, exactly like any other invoice, so a client can start their sessions while the payment is still in transit.
Every covered session is priced at the block rate and counted off it. The invoice shows how many of the block's sessions have gone and which ones they were, so nobody has to keep a tally on paper.
In the invoice screen, choose "Add session block" from the add-service menu. Pick one of the blocks your practice has saved, or type a one-off: a description, how many sessions, the total price, and optionally the one service it covers.
It becomes a line on the invoice, next to any ordinary sessions and services you want on the same document. You send it, chase it and mark it paid exactly as you would any other invoice, because that is all it is.
A client invoice carrying a session block is paid by bank transfer or payment link. Insurance never funds one.
From the moment that invoice exists, each matching session you book for the client is created already billed on it, priced at the block rate, and counted off the block. There is no per-session invoice, and nothing is charged for it: a session booked online raises no invoice of its own, so a card the booker gave at booking is simply left alone while the block covers them.
When the last session is used the block closes, and sessions after that go back to the normal rate and the normal billing. Your figures never double-count: the invoice recognises the block at full value on its invoice date, and the covered sessions carry no revenue of their own.
The block rate is the total divided by the number of sessions, with the last session taking the penny remainder so it drains to exactly zero.
Selling a block does not sweep up work that already exists. Nothing in the client's diary is touched, on purpose, so a block can never quietly swallow a session you meant to invoice separately.
To cover one of them, open the row's actions on the client's Sessions tab and choose "Use session block". The confirmation names the block that would cover it and how many sessions that leaves, or tells you why none of them can, so you know before you confirm rather than after. There is no date limit: a session dated before the invoice is claimable like any other.
Billed the wrong one? Delete the session. It comes off the invoice and its place in the block opens up again.
An EAP that authorises six sessions for a named client works the same way, one level up. Raise the payer's invoice, choose "Add session block" and pick which of their clients it covers, and that client's sessions bill against it as they are booked.
A covered session never turns up on the payer's monthly cycle invoice or in their queued-session list, because it is already billed on the invoice that sold the block. The payer's card in Settings > Third-party billing shows each block, how many of its sessions have gone, and how much money is left on it.
The client has to be linked to that payer already. Insurance-funded prepayment is not supported.
If you sell the same block regularly, save it once and pick it from the invoice screen instead of retyping the terms. The list belongs to the practice, so everyone who raises invoices works from the same offers. A solo practice manages them under Settings > Services, beside its services; a group practice under Settings > Client Billing.
A saved block is an offer, not a sale. Editing or removing one never reaches a block you have already sold, because the invoice snapshots the terms at the moment of sale. Switch one off and it simply stops being offered on new invoices.
The terms stay editable after you pick one, so a one-off deal for a particular client is still a couple of keystrokes.
The block only ever gives a session back when the money has not moved for it yet.
| You do this | What happens to the block |
|---|---|
| Book a new matching session | Covered automatically at the block rate, and counted off |
| Cancel a covered session | The session stays used. Your cancellation policy settles the money, exactly as on any invoice |
| Delete a covered session | It comes off the invoice and its place in the block opens up again |
| Edit the appointment or its service | Time, service and duration update. What the session is worth does not, because that money is settled |
| Delete or reject the invoice | The block goes with it, and every session it covered returns to unbilled |
Client-funded and payer-funded blocks are the same mechanism; only who pays differs.
| Sold on | Covers | Paid by |
|---|---|---|
| A client's invoice | That client's sessions | Bank transfer or payment link |
| An EAP or agency invoice | The one client the block names | The payer, through their usual invoice flow |
No. The block is live from the moment the invoice is created, and coverage never asks whether it has been paid.
Collecting the money runs on its own track with the same reminders, payment links and mark-as-paid you use on every other invoice.
A covered session is billed, on the invoice that sold the block. The runs that raise invoices pick up unbilled work, so your monthly billing run, the invoice an online booking would raise and an EAP's cycle invoice all pass over it.
That is also why no covered session shows up in a payer's queued-session list: it has already been billed.
No. The invoice recognises the block at full value on its invoice date, exactly like any invoice, and the sessions it covers carry no revenue of their own.
A session block is not a payment, either. The payment against the invoice is the payment, and that is the only place it appears.
No. A cancelled session stays used, because your cancellation policy has already settled the money for it: the fee you retain, and a credit note against the invoice for whatever is refundable on top.
Deleting a session is the different case. That is how a mistake is undone: the session comes off the invoice, its place in the block opens up again, and nothing about it reaches the client.
Yes, and for existing sessions that is the only way. Selling a block deliberately leaves the client's existing work alone, so nothing is swept up by accident.
On the client's Sessions tab, open the row's actions and choose "Use session block". The same action sits on the session's appointment. You are shown which block would cover it and how many sessions that leaves before you confirm.
On a solo practice, yes: name the one service it covers and only sessions booked for that service are picked up. Leave it blank and any session for that client is covered.
In a group practice a block cannot be tied to a service, because services belong to individual members and a client moved to another therapist would stop being covered.
Nothing expires and nothing is written off automatically. The block stays open until it is used up or its invoice is deleted, and how many sessions are left is shown against it.
An unused remainder is settled outside the platform, typically with a credit note against that invoice. It does not convert itself into credit for other invoices.
Yes. Raise the payer's invoice, choose "Add session block", and pick which of their clients it covers. That client has to be linked to the payer already.
Insurance-funded prepayment is not supported, and an invoice carrying a block cannot be funded by insurance on the client side either.
Delete the invoice. A block has no separate existence from the invoice that sold it, so it goes with it, and every session it covered returns to unbilled ready to be billed normally.
Deleting a payer's invoice does exactly the same on that side.
No. Save it once under "Session blocks" in your settings, then pick it on the invoice screen and the terms fill themselves in. They stay editable for a one-off deal.
The list belongs to the practice, so every user who raises invoices sees the same offers.
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