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
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.
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.
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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