# 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.