Everything you need to get this template running in under 10 minutes.
1. Duplicate this template
Use the "Duplicate" button (top right) to copy the whole system into your own workspace. Everything — databases, views, and this guide — comes with it.
2. Add your first client
Open and create a new entry (or use the New Client form once it's added). Fill in status, contact info, session format, frequency, and treatment goals. These fields power the dashboard's stats and filters automatically — nothing else to configure.
3. Create a session and link it
Open and create a new entry. Set the Client relation first — this is what ties the session to that client's history, goals, and payment record. Everything else (date, format, note type) can be filled in during or after the session.
4. How to write notes fast
- Pick a Note Type (SOAP, DAP, or BIRP) and check Templates / Note Formats for a copy-paste starting structure.
- Use Progress / Goal Review for anything tied back to the client's stated Treatment Goals.
- Use Next Steps / Homework for anything the client should do before the next session — it's the fastest way to prep for the following visit.
5. How to check pending items
- Unwritten notes: Sessions → Pending Notes view
- Clients who haven't been seen in a while: Clients → Needs Follow-up view
- Outstanding invoices: Payments → filtered to Pending / Overdue
- All three are also summarized on the Dashboard's Quick Actions and Key Stats sections.
Screenshots or a short Loom walkthrough can go here — add them whenever you're ready.
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