Introduction to PsychDesk

PsychDesk is practice management software for therapists, psychologists, counsellors and mental health clinics in India.

It keeps the running of your practice in one place: your services and fees, your calendar and bookings, client records, session notes, worksheets, invoices and payments. Instead of moving between WhatsApp, a paper diary, a spreadsheet and a separate invoicing tool, you work from a single dashboard.

PsychDesk takes the administrative work of a practice off your plate so more of your time goes to clients.

In practical terms, it helps you:

• Let clients book sessions against your real availability, without back-and-forth messages.
• Keep each client's details, session history and notes together.
• Write and store therapy notes in a consistent format.
• Raise invoices and see at a glance who has paid and who has not.
• Keep track of follow-ups so nothing a client is waiting on gets missed.
• See how your practice is doing: sessions completed, income, payments collected.

PsychDesk is a tool for running your practice. It does not make clinical decisions, and it is not an emergency or crisis service for clients.

These guides are written for the practitioner using PsychDesk day to day. You do not need any technical background. If you can use online banking or a calendar app, you can follow every guide here.

There is one guide for each section in the left-hand menu of your PsychDesk dashboard. The guide names match the menu names, so whatever you see on screen, you can find the guide with the same title.

If you are new, work through the guides in this order. Each step depends on the one before it.

1. 1
   Quick Setup. Start with the Quick Setup guide. It covers your profile, documents, availability, bank details and first service, and ends with a live booking page.
2. 2
   Services. The Services guide covers adding, editing and sharing services, and selling sessions as packages.
3. 3
   Clients. Add your first client.
4. 4
   Bookings. The Bookings guide covers reading your session list and booking a session for a client.
5. 5
   Therapy Writing. Write a note after the session.
6. 6
   Billings. Raise the invoice and record the payment.

Follow Up, Therapy Worksheet, and Reports & Analytics can wait until the basics are running.

Every guide follows the same six parts, so you always know where to look:

1. 1
   What this does for you. A short explanation in practice terms.
2. 2
   Before you start. What to have ready.
3. 3
   Set it up. Numbered steps, with a picture wherever the screen changes.
4. 4
   Check it worked. A quick test you can do yourself.
5. 5
   Common problems. What usually goes wrong, and the fix.
6. 6
   What to set up next. A link to the next guide.

Names of buttons and menu items are shown in bold, exactly as they appear on screen.

• Try it with a test client first. Add yourself or a colleague as a client and run one full cycle, from booking to invoice, before you use PsychDesk with real clients.
• Client information is sensitive. Use a strong password that you do not use anywhere else, do not share your login, and sign out on shared computers.
• Your plan affects what you see. Some features are available only on higher plans. Where a guide covers one of these, it says so at the top.
• The pictures may differ slightly. PsychDesk is updated regularly, so a button may move or be renamed. The steps still apply; if something is missing entirely, contact support.
• You do not have to set up everything. Use the sections your practice needs and leave the rest.

If you are stuck on a step, contact PsychDesk support and mention which guide and step number you were on. It gets you an answer much faster.