Guides for therapists.
Enquiries, intake, privacy, booking and the rest of the admin around sessions, for practices in Canada and the USA.

Client management software for therapists: what to look for
What client management software for therapists should do, from enquiries and booking to intake forms, notes, invoices and privacy, for practices in Canada and the USA.
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How to set up a therapy intake process before the first session
A step-by-step therapy intake process for private practices: consultation call, booking, intake and consent forms, reminders and the first session.

Therapy practice software and privacy: questions to ask before you sign up
The privacy questions therapists in Canada and the USA should ask before choosing practice software: data location, agreements, sign-in, access, exports and more.

How to turn Psychology Today enquiries into booked clients
A practical system for therapists to reply faster to Psychology Today enquiries, track where clients come from and follow up with people who don't book.

How to reduce no-shows and late cancellations in a therapy practice
Practical ways for therapists to reduce no-shows and late cancellations: clear policies, reminders, easy rescheduling, payment at booking and packages.