Client Profiles
Each client has one profile with everything about them: contact details, sessions, notes, forms, homework and payments.
What's on a profile
- Contact details and an emergency contact
- Past and upcoming sessions
- Session notes, visible only to the treating therapist and anyone your admin allows
- Forms they've filled in: intake, questionnaires, consent
- Homework you've assigned
- Invoices and payments
Adding a client
When someone books through your link, their profile is created for you. To add someone yourself, go to Clients → New client and enter their name, phone number and email.
Your client list
Clients shows everyone in your practice, with search and filters. You can download the whole list as a spreadsheet whenever you like.
About downloads
The file has personal and health details in it. Keep it somewhere safe, and delete it once you're done with it.
Archiving
When someone finishes therapy, archive their profile. It drops off your main list, but nothing is deleted, and you can bring it back if they return.