PsychDesk product guide

Start here. This page explains what PsychDesk is, who it is for, and how the rest of these guides are organised, so you can find the right one quickly.

2 min read

Six steps take you from a new account to a public booking page your clients can use. Most practitioners finish in one sitting once the documents below are ready.

4 min read

The Dashboard is the first screen you see after you log in. It gives you a summary of your practice today: sessions, income, tasks, unpaid invoices and recent clients, with shortcuts to the things you do most.

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A service is one type of session you offer, with its price, length and format. Clients can only book what you have set up here, so this page decides what appears on your booking page. This guide covers creating, editing, sharing and deleting services, and selling several sessions together as a package with a repeating schedule.

5 min read

Bookings is where you see every session: what is coming up, what was cancelled, what is part of a package, and what has already happened. It is also where you book, reschedule and cancel sessions on a client's behalf.

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The Calendar shows every session laid out by time, so you can see your day or week at a glance, join an online session, and share session details with a client.

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Clients is your client register. Every person you work with has a record here, and each record brings together their details, sessions, notes, worksheets, tasks, documents and invoices in one place.

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Follow Up is your to-do list for client work: the call you promised to make, the worksheet you said you would send, the summary you need to write. Each task is linked to a client and has a due date, a priority and a status.

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Therapy Writing is where you write and keep your session notes. Notes are organised in folders, usually one per client, and you can start any note from a ready-made clinical format such as SOAP or DAP.

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Therapy Worksheet is a library of ready-made worksheets and assessments. Preview any of them, adjust the wording to suit your client, and save a copy to that client.

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Billings is where you see every invoice, who has paid and who has not, and how much you have earned. You can also raise an invoice by hand and withdraw online payments to your bank account.

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Reports & Analytics shows how your practice is doing: income, sessions, new clients, which services are booked most, when clients like to book, and how much money is still to come in.

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The Upgrade page shows the PsychDesk plans, what each one includes, which plan you are on, and when it renews.

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Invite & Earn lets you refer other therapists to PsychDesk. When someone you invite signs up and completes their first session, you both get ₹500 credit towards your PsychDesk billing.

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