Your admin,
handled.
Everything a private practice needs - client records, session notes, scheduling, billing - built around the way you actually work.
✓ Every feature listed here is live today · ✓ Cancel anytime
The tools that make the biggest difference
Three areas where Counselling Buddy saves therapists the most time - every week.
Every client,
in one secure place
Full client profiles with contact details, session history, payment status, and notes - searchable instantly. Import your existing list via CSV, or add clients one by one as you go.
- Complete profiles - contact info, session history, payment status
- Bulk CSV import from any existing spreadsheet
- Generate and send payment links directly from a client's profile
- Cascading delete - remove a client cleanly when the time comes
Encrypted notes,
retrieved in seconds
Write detailed session notes in a structured editor, then find them instantly. Everything is encrypted at rest, with no identifying link between a note and its client stored - ever.
- Fully encrypted from the minute you click save
- Rich text editor with templates to get started quickly
- Auto-save - so you never lose your notes by forgetting to save them
- Export any note as a PDF for your records
Stop chasing
payments
Generate a payment link in seconds, send it directly to your client, and let the platform track what's been paid. Automated payment reminder emails mean you never have to follow up manually.
- Quick, seamless and secure payments for your clients
- Automatic charges, or payment links sent, at a time that you choose
- Issue refunds directly from your dashboard
- Full payment history & reports at a glance
Ready to see it in action?
Book a free 20-minute demo and we'll walk you through everything, answer your questions, and help you get set up.
Everything else in the platform
This list highlights the key features of the platform, with dozens of additional tools built in to support different workflows.
Every client, every session, every note - in one secure, searchable place. No more spreadsheets.
Schedule sessions, automate reminders, and prevent double-bookings - with custom session types built around your practice.
Write, store, and retrieve encrypted session notes - structured, searchable, and linked to every client automatically.
Generate payment links, collect session fees via Stripe, and track who's paid - all without leaving your dashboard.
Keep your schedule in sync across Counselling Buddy and Google Calendar - with conflict detection and full client privacy built in.
Automated appointment reminders and client communications - configured once, sent automatically, customised to your practice.
Upload, organise, and retrieve practice documents - securely stored in the cloud and linked directly to client profiles.
GDPR-compliant, encrypted, UK-hosted - Counselling Buddy is built around the professional obligations you already have as a therapist.
Share documents, worksheets, and clinical files with clients or colleagues - securely, without leaving the platform, and without touching email attachments.
Automatically send clients a confirmation when a session is booked or cancelled - with full control over when and whether they go out.
Professional payment pages for your clients - with your session fee, practice policies, and checkout in one place.
Send clients a link to fill in commonly used clinical forms online - and receive a print-ready, filled PDF back automatically.
See our public roadmap. We ship new features regularly, and take community requests seriously.
Built for UK private practice.
Therapists hold highly sensitive information, which needs to be protected. When you use Counselling Buddy, all your information is encrypted, stored securely in the UK and backed up daily. Only you have access to your information.