For counsellors

Set up your account, add your times, manage cases and rooms.

• First steps as a counsellor From your account to approval. What to set up before people seeking support can find and book you.
• Times and video link How to set when people can book a first session with you, how long it lasts and how the video works. You also connect your calendar here.
• First sessions and waiting list What happens when someone books with you or writes to you, and how to work with the waiting list.
• Rooms and messages Every counselling case has its own room. How to find your way around it, write messages, bring in a second person and close a case.
• In-person cases How to create counselling in person or by phone as a case, add the people involved and continue a case online if needed.
• Adding and cancelling appointments Add follow-up sessions in person, by video or by phone, record past sessions and cancel appointments. Plus the fee, if your centre charges one.
• Video session and whiteboard How an appointment by video works, how to invite another person and how to work with the whiteboard, systemic board and cards.
• Case notes How to write entries about your counselling, from key points, yourself or with a draft, and how the case notes are protected.
• On your website How to show your free times for a first session on your own website. The booking itself still takes place on the platform.

Can't find your question? Write to us and we will add it to the help.