Good morning

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Requests

Self-booked sessions wait for your approval · counselor bookings confirm automatically

Booking requests

from your public booking link
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Reschedule requests

from the client portal
Reschedule requests will land here once the client portal goes live.

Schedule

Book, reschedule, and manage your sessions

Your public booking link

Open client page
Share 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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David M.

Individual · intake done
View portal

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 notes
ML
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."
reviewed
Dana Cole · The Nguyen family · Jun 20
Your comment: "Well handled. Watch the son's role in sessions going forward."
reviewed
🔒 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
awaiting review

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
unpaid
#1041 · James & Tara
$120 · Jun 30
paid
#1040 · The Ruiz family
$0 · covered by church fund
church fund
#1039 · Anna K.
$40 · sliding scale · Jun 26
paid

Intake form

The questions new clients answer before their first session · make it your own
Preview client intake

Practice admin

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Counselors
Active clients
Seats used
Plan

Members

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All clients · assign a counselor

admin can reassign anytime
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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
arrives with the billing phase
Email notifications
Sign-in codes, booking requests, confirmations
active