All Features
Relationships & Care
Client Management
Build deeper relationships with comprehensive client profiles, session notes, and communication history. Know your clients better and provide more personalized care.
Key Benefits
Complete client profiles in one place
Session notes that persist across bookings
Track client progress over time
Send personalized follow-ups
Tag and segment your client base
See full communication history
Securely store intake forms
HIPAA-compliant data handling
What You Can Do
Client Profiles
Store everything about each client - contact info, session history, preferences, notes, and more. Access it all instantly before each session.
Session Notes
Take private notes during or after sessions. Reference past sessions to provide continuity of care and track client progress over time.
Intake Forms
Create custom intake forms for new clients. Automatically attach responses to client profiles for easy reference.
Client Tags & Segments
Organize clients with tags like 'VIP', 'Monthly', or by modality. Send targeted communications to specific groups.