Dashboard

Welcome back! Here's your practice overview.

0

Total Leads

0

Clients

0

Sessions

0

Upcoming

$0

Monthly Income

$0

Total Paid (0 invoices)

$0

Outstanding (0 invoices)

Quick Actions

Upcoming Sessions

No upcoming sessions

Leads

Track and manage potential clients

No leads yet. Add your first lead to get started!

Clients

Your active client roster

No clients yet. Add your first client!

Sessions

Track all your appointments

No sessions yet. Schedule your first session!

Invoices

Track payments and income

Monthly Income

$0

Total Paid

$0

Outstanding

$0

Overdue

$0

No invoices yet. Create your first invoice!

Forms & Contracts

Manage intake forms and contracts for your clients

No intake forms yet.

Create a form to collect information from new clients

Settings

Configure reminders, AI features, and email templates

Session Reminders

Automatically remind clients about upcoming sessions

Send reminders before session

1 hour 2 hours 24 hours 48 hours 3 days 1 week

Select one or more timing options. Clients can have their own settings.

Reminder Email Template

Customize the email sent to clients

Subject Line

Email Body

Available Placeholders

{{client_name}} {{session_date}} {{session_time}} {{duration}} {{session_type}} {{practitioner_name}}

AI Features

Control how AI assists with your practice

AI Session Summaries

Allow AI to generate summaries from your session notes

Dashboard

Email Outreach

Hot Leads

Quick Actions

Upcoming Sessions

Leads

Clients

Sessions

January 2026

Sessions for January 9, 2026

Invoices

Forms & Contracts

Settings

Session Reminders

Reminder Email Template

AI Features

Welcome to Cliently!

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