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Requests
Self-booked sessions wait for your approval · counselor bookings confirm automatically
Booking requests
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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
Text reminder
How soon before the session
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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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 · Grace Community Counseling
Awaiting your review
2 notesML
Marcus Lee · Ben T. · Jun 30
Anger, marriage conflict · sent Jun 30
awaiting review›
DC
Dana Cole · Chloe S. · Jun 29
Fear, panic at night · first session · sent Jun 29
awaiting review›
Recently reviewed
Marcus Lee · Ben T. · Jun 23
Your comment: "Good move slowing down to the heart behind the anger. Consider James 4:1-3 next time."
Dana Cole · The Nguyen family · Jun 20
Your comment: "Well handled. Watch the son's role in sessions going forward."
🔒 You see only the notes counselors send you for review, not their full caseload · your comments are visible only to that counselor
Marcus Lee · Ben T. · Jun 30
Sent to you for review · read-only
Ben described another blow-up with his wife over finances. We traced the pattern: feeling disrespected, then withdrawing, then erupting. He was open to seeing the anger as revealing what he treasures, not just a reaction to her.
James 1:19-20 · anger of man does not produce the righteousness of God. Began connecting desires and demands (James 4).
Anger journal: log each spark, what he wanted in that moment, and one truth to preach to himself.
Review the journal together; move toward a joint session with his wife if he's willing.
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
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
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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