A direction for therapists, counsellors, coaches, and clinicians running a private practice — solo or small. Intake, notes, billing, and follow-up handled cleanly, so the hour itself is the only thing that asks for your attention.
Same method, different room. Pick the practice closest to yours — each has a deep page with the modality-specific stack, proof, and how we measure.
The work is the session. Booking, consent, notes, payment, the gap before the next person — they should disappear. We build the practice that way.
Intake form, GDPR confirmations, presenting concerns — collected before the first session. The practitioner walks in already with context, not a clipboard.
Recurring weekly slot held, gentle reschedule flow, late-cancel policy enforced kindly. Clients book themselves. Practitioner stops being the receptionist.
Per-session notes, themes across sessions, treatment-plan tracking — encrypted, exportable, BACP/UKCP/HCPC compliant. Searchable when supervision needs it; quiet otherwise.
Card-on-file at intake, charged on session-end or weekly, receipts auto-issued. EAP and insurance billing handled separately with the right paperwork.
Sessions delivered, revenue, supervision hours owed, CPD hours logged, monthly P&L. The numbers a sole practitioner needs at year-end without three weeks of bank-statement archaeology.
Client handouts, suggested reading, referral network, modality-specific resources — searchable, sharable, current. The folder of PDFs that nobody opened, replaced.
A counselling practice ran intake on a Word doc, notes in a paper notebook, invoices typed by hand on Sunday evenings, and a 17% late-cancel rate. Two-week build: encrypted notes, recurring booking with cancel policy, card-on-file billing, supervision-export bundle. Six months in: late-cancels down 41%, five hours of admin returned weekly, fourteen thousand pounds recovered through enforced policy and recovered slots.
How we measure: late-cancel rate tracked in the new booking system vs the prior 90-day Word-doc intake log (n = 312 sessions); supervision-export bundle audited against BACP record-keeping requirements.
If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.
One conversation. We come prepared.