Good morning
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Requests
Self-booked sessions wait for your approval · counselor bookings confirm automatically
Booking requests
from your public booking linkLoading…
Reschedule requests
from the client portalReschedule requests will land here once the client portal goes live.
Schedule
Book, reschedule, and manage your sessions
Your public booking link
Open client pageShare this and clients can book themselves: …
Upcoming
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Availability
When clients can book you · your booking link only offers these times
Weekly hours
Session settings
30 min45 min50 min90 min
Clients pick from these when they book
None10 min15 min30 min
Booking rules
Minimum notice to book
How far ahead clients can book
Max sessions per day
Client reminders
Email reminder
24 hours before the session · sending arrives with the reminders phase
Text reminder
How soon before the session · sending arrives with the reminders phase
15 min1 hour3 hours24 hours
Fewer no-shows
Clients confirm right from the reminder. If someone can't make it, they can request a new time instead of just not showing up, and it lands in your Requests.
◆ These hours drive your public booking link and the times you see when booking for a client
Clients
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DM
David M.
Individual · intake done
Contact & intake
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Appointments
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Who pays · sessions are charged to this person's card
The clientAnother personA church / organization
Church · with a signed release, their church can see care status + your updates
Advocates · trusted people invited into the counseling process
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Documents & consent · signed agreements on file
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Session notes · private to you + supervisor
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Invoices
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Homework
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Messages · private · clients reply from their portal
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Messages
Secure messages with your clients · they reply from their portal
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🔒 Messages stay inside Soul Care Dashboard · clients get an email nudge, never the content
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Session notes
Private to you and your supervisor
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🔒 Notes are visible only to you and the supervisor you send them to
Session note
Private · visible only to you and your supervisor
Send to supervisor for review
Flip this on and it goes to your supervisor when you save
Supervision
Notes your counselors sent you for review
Awaiting your review
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Recently reviewed
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🔒 You see only the notes counselors send you for review, not their full caseload · your comments are visible only to that counselor
Review
Sent to you for review · read-only
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Your comment to the counselor
Marking reviewed notifies the counselor · returning asks them to revise and resend
Homework & resources
Assign from your library, track completion
Assigned
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Resource library
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Billing & rates
You set your rates and get paid directly
Your rates
Session rate
Pay what you can (sliding scale)
Minimum on sliding scale
Your plan
Soul Care Dashboard$20/mo · practice seat
Statusactive
Next billingAug 1
Invoices
$2,340 collected in July · $180 outstanding#1042 · David M.
$90 · due Jul 3
#1041 · James & Tara
$120 · Jun 30
#1040 · The Ruiz family
$0 · covered by church fund
#1039 · Anna K.
$40 · sliding scale · Jun 26
Intake form
The questions new clients answer before their first session · make it your own
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Practice admin
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❋
Counselors
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Active clients
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Seats used
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Plan
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Members
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All clients · assign a counselor
admin can reassign anytimeLoading…
Churches · partner churches with their own portal — they see only consenting members
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Appointment types · what clients and counselors can book
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Consent forms · clients read and sign these during intake
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Practice preferences
Counselors set their own rates
Off = only admins can change a counselor's rates
Session feedback
Clients can rate sessions 1–5 with an optional note
Your branding
Your practice's look, applied across the dashboard for your counselors and clients.
none
Seats & billing
Seats used–
Plan–
Plan changes and payment arrive with the billing phase.
Permissions
Counselors see only their own clients and session notes. As practice admin, you can see everyone. Roles and access can be adjusted per person.
Settings
Your profile, practice, and connections
Your profile
Practice & roles
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Connections
Google Calendar
Confirmed sessions appear on your calendar · canceled ones are removed
Stripe
Accept client payments directly
Email notifications
Sign-in codes, booking requests, confirmations