01 · Plan
Make room for the next session.
Create one-off and repeating sessions, assign the clinician, and keep the client connected to the appointment.
02 · Connect
Bring the calendar you use.
Connect selected Google or Outlook calendars read-only. Confirm the client for an appointment and optionally remember its recurring series or exact title in that calendar. Apple connections remain personal-only.
03 · Prepare
Open more than an appointment.
Move into the client record to review confirmed strategies, changes since your last session, goals, and owned follow-ups. The source notes stay within reach.
Ready to see it?
Give the next session a prepared team.
Plan a session, review the draft, and confirm what matters. Invite your team to build the shared client record together.
- Shared client context
- Follow-ups on the record
- Your team reviews every note
Start your team’s free trial
14 days free from your first generated draft. No card required. Up to 5 trial members, including you.

