Clients

• One record per client with everything about their care, instead of looking in five places.
• Couples, families and groups are kept together, while each member still has their own record.
• Find any client in seconds by name or email.

• Services exist for the therapy types you offer. Adding a new client takes you straight into booking their first session. See the Services guide.
• Have the client's name and phone number. These are the only required details.

Click Clients in the left-hand menu.

At the top right:

• Export downloads your client list.
• Book Session books a session for an existing client.
• Add Client registers a new client.

The four cards show Total Clients, Active Clients, Total Sessions across all clients, and New Clients this month.

The tabs All, Individual, Couple, Family and Group narrow the list by therapy type. Filter on the right narrows it further, and Search clients by name, email at the very top finds one client.

Each row shows:

1. 1
   Click Add Client.
2. 2
   Choose the therapy type: Individual, Couple Therapy, Family Therapy or Group Therapy.

1. 3
   Fill in the client's details.
2. 4
   Click Schedule Session and book their first session.

The client's details form, the extra members for couples, families and groups, and the booking steps are the same as when you register a client from Bookings. The Bookings guide covers every field.

The client is saved when you finish the booking with Create Client & Booking.

1. 1
   Click ⋯ at the end of the client's row.
2. 2
   Click View Profile.

The top of the record shows the client's name, status, therapy type, ID, age, gender, contact details and therapist, with Edit and Book Session buttons.

Below that are seven tabs.

Overview

Personal details, the current treatment plan, quick stats (total sessions, last and next session, client since), the last session, and upcoming appointments with a Join button.

Click Edit beside Personal Information to update their details.

Session History

Every session for this client with date, time, service, platform and payment status. Narrow it with Date, Service and Status.

Therapy Notes

All notes saved to this client from Therapy Writing. Click a note to open it, edit it here, and click Save. Use the note icon at the top of Files to start a new one.

Therapy Worksheet

Worksheets and assessments saved to this client from Therapy Worksheet. Click View to open one.

Assigned Tasks

Follow Up tasks for this client, with the same tabs, filter and sort as the Follow Up page.

Documents

A file store for the client, with five folders ready: Session Notes, Treatment Plans, Assessments, Medical Records and General.

To upload a file, choose the folder, then drag the file onto the upload area or click Browse. PDF, Word, image and text files are accepted, up to 10 MB each.

Billings

Every invoice for this client, with filters for status, service and payment, and Download All Invoices.

When you stop working with a client, open ⋯ on their row and choose Disable Client. Their record is kept, so it is still there if they return or if you need it for your records.

• Client records hold sensitive health information. Only open a record when you need it, and never on a shared screen.
• Upload only what you need for care. Scan clearly and name files so you can find them later, such as "2026-10-06 intake form".
• Keep contact details up to date so reminders and confirmations reach the right person.

1. 1
   Add a test client and book their first session.
2. 2
   Find them with the search box and open View Profile.
3. 3
   Confirm the session appears under Upcoming Appointments and in Session History.

• See how your practice is doing over time: see the Reports & Analytics guide.