See how it works

Short walkthroughs of the features that matter most, the way you would actually use them.

Serve your client portal from your own domain

Serve your client portal, booking and invoice payment pages from a branded address like portal.yourpractice.co.uk, so clients see your practice, not the software.

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Clients & records

Turn website visitors into enquiries you can act on

Embed booking, contact and enquiry forms on your own website. Each submission arrives in your Enquiries as a new lead.

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Clients & records

Match every enquiry to the right therapist

Turn each enquiry into a client with their details carried over. In a group practice, rank your therapists on language, specialism and availability, then assign from a shortlist.

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Scheduling & tasks

A task manager that blocks focus time in your calendar

Create a task and the platform reserves availability-aware focus time in your calendar to get it done before the target date.

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Sessions & notes

The client cockpit, your session prep rebuilt

Session brief, action items and activity for any client, in one place before the session begins.

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Sessions & notes

AI session note template builder

Describe your modality in plain English and get a complete, personalised session note template in under a minute.

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Billing & finance

Billing the organisation, not the client

The admin side of third-party billing, folded down to a few minutes a month.

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Billing & finance

Set your cancellation policy once, let the platform handle the rest

Late cancellations, handled. Set your policy once and the platform takes care of the fee, the credit, and the paperwork.

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Billing & finance

Making Tax Digital, submitted straight from your practice

Quarterly Income Tax updates, prepared from the invoices, payments and expenses you already record, and submitted directly to HMRC.

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Brand & communication

Send client emails from your own domain

Send every client email from your own domain instead of a generic software address, so messages look like they came straight from your practice.

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Clients & records

Organise and filter clients with custom tags

Group clients with custom tags like referral source or clinical focus, see them in the client table, and filter your list in seconds.

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Clients & records

Secure messaging and client journals, between sessions

Encrypted client messaging with boundaries you control, live text sessions filed on the booked session, and a client journal that shares entries the day before the session.

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Sessions & notes

Build the outcome measure you need, then send it

Name a questionnaire, paste your own questions, or describe what to measure, and get a scored questionnaire with its answer options and severity bands, ready to send to a client.

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Billing & finance

Invoices that pay themselves, with a card on file

Let a client store a card while they pay an invoice, then have every invoice after that charged automatically, on Stripe's own rates with no commission from us.

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Billing & finance

Sell a block of sessions upfront, on one invoice

Sell a block of sessions upfront on a single invoice, to a client or an EAP, and have the sessions booked afterwards bill themselves against it.

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Clients & records

Onboard a client through their parent or guardian

Onboard a client who has no email address of their own, route their invoices, appointment reminders and portal access to their parents, and let each parent sign in with their own address.

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Brand & communication

Reminders that go by email, by text, or by both

Send appointment and payment reminders by text as well as email, word every automated message yourself in the template library, and set the channel per client.

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Sessions & notes

Bring your old session notes in as real notes

Upload old notes as PDF, Word or a scan of a handwritten page, pick the session each one belongs to, and each becomes a real session note with the original file kept alongside.

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Clients & records

Outcome measures sent, completed in session, or uploaded from paper

Send a questionnaire your client completes in their portal, once or on a repeating cadence, with the score charted in the client file. Or keep it back to complete in the session, and upload the copies completed before they came to you.

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Billing & finance

Set more than one price on a single service

Charge differently for sessions held in person, keep private rates for students, insurers or long-standing clients, and put each person on the price you agreed with them.

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Billing & finance

Expenses read from your invoices and receipts

Upload spreadsheets, PDF invoices or photos of receipts, or forward them to your practice's own receipts address, and check the draft expenses they are read into before anything is recorded.

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Clients & records

Plan ahead for your clients' care with a clinical will

Name a clinical executor, choose which records they can see and leave them instructions. Nothing is shared until they ask for access and you confirm, or 24 hours pass without a reply.

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Clients & records

Share client documents with people outside your practice

Share documents from a client's file with a GP or another professional for as long as you set, and ask them to read, complete, or review and sign each one.

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My-Therapy-Suite

The platform built for how therapists actually work

Client management, online sessions, billing, and more. Start free, no credit card required.

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