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Help Topics
Getting Started & Account
Registration, login, security settings, profile and appearance preferences.
Client Management
Client profiles, status labels, financial tracking and archiving.
Notes & Editor
Note creation, templates, editor features, version history and folders.
Clinical Tools
Connections, breakthrough moments, goals, case formulation and personal space.
Sessions
Session creation, editing, cancellation, no-show marking and MSE.
Calendar & Appointments
Calendar, Google sync and online booking.
Payments
Payment tracking, payment links, refunds and financial reports.
Accounting & Receipts
Receipts (e-SMM), Parasut integration and the accounting tracking screen.
Communication & Templates
Message templates, reminder messages, WhatsApp and Gmail setup.
Smart Reminders
Clinical and administrative reminders, crisis/risk alerts and gap analysis.
My Website
Profile, appearance, hours, online booking and publishing.
Blog Management
Blog post creation, editor, SEO, publishing and sharing.
Notifications
Notification types, the bell and Do Not Disturb mode.
Tasks
Task creation, categories, priorities and the task calendar.
Subscription & Billing
Free and Business plans, billing, invoices and cards.
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