Help Centre

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Guides, walkthroughs, and answers to common questions.
Getting Started 2 articles
Getting set up - from signup to your first session
A step-by-step guide to signing up, subscribing, and configuring your practice - communication templates, session types, clients, and your first booking. Come the end of it you should have a better grasp on how Counselling Buddy works, and be ready to use it on a day-to-day basis.
Getting started with Billing and Payments
This guide walks you through the steps to get started with Counselling Buddy's Billing and Payments feature.
Account & Settings 1 article
Data retention - what happens to your data if you stop paying
What happens to your practice data if your subscription lapses, the 12-month protection window, archive options, and how to export or delete your data.
Clients & Sessions 4 articles
How to schedule a session and send a confirmation email
A step-by-step guide to booking a session for a client and sending them a confirmation email directly from Counselling Buddy.
Collecting clinical forms - PHQ-9 and GAD-7
How to send a PHQ-9 or GAD-7 form to a client via a secure link, and where to find their completed response once it's returned.
How to set up session reminders, and when they're sent
A step-by-step guide to enabling (or disabling) session reminders, and choosing the times Counselling Buddy sends them at.
Setting up session confirmation and cancellation emails
How to configure whether Counselling Buddy sends your clients an email when a session is booked or cancelled.
Billing & Payments 2 articles
How to send a payment link to a client
A step-by-step guide to create a payment link, and send it to a client, in under 5 minutes.
How to issue a refund for a payment
This guide will show you how you can issue a refund for a payment using Counselling Buddy's Billing and Payments feature.

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