Session notes & process notes
Structured notes with SOAP, DAP or free-form templates, plus optional AI structuring.
Built for UK therapists • GDPR-first • UK/EU hosted • Outcome measures built in • Passkey 2FA
Practice management software for UK therapists, counsellors and counselling agencies
Designed by therapists. Built by software experts.
Run your entire private practice or multi-therapist agency from one secure place. Sessionly combines secure notes, calendars, billing, automated reminders, client messaging and CPD tracking into a single GDPR-first app built for solo practitioners and growing counselling agencies.
No credit card required. Set up in under 5 minutes.
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You didn't train as a therapist to spend your evenings on admin.
If your practice runs on a patchwork of notebooks, Word documents, Google Sheets, a separate calendar app, and a spreadsheet you haven't updated since March — you're not alone. Most therapists are stitching it all together, and it works — until a client asks for their records, or HMRC wants your numbers, or you realise at 10pm on a Sunday that you forgot to send three invoices.
Sessionly replaces the patchwork. One secure app for your client records, session notes, outcome measures, diary, invoices, finances, CPD hours and documents — designed around how UK therapists actually work, not how software companies think you should.
Everything you need to run your practice.
Six core areas, one app — built from the ground up for UK private practice.
Learn more →
Outcome measures
PHQ-9, GAD-7, CORE-10, CORE-OM, YP-CORE, DES-II, WSAS and Goal-Based Outcomes — with scoring, risk flags, and progress charts.
Calendar & client self-booking
Calendar with optional client self-booking. Plus shared calendars for managing rooms, holidays and team availability in one overlaid view.
Invoicing & finance
Auto-generate invoices from your calendar. Track income, expenses, and receipts for an accountant-ready export at tax time.
CPD & supervision tracking
Log CPD and supervision hours as you go. See your progress against BACP requirements at a glance.
For agencies and teams
Leadership Team dashboard, funding pot tracking for grant-funded therapy, associate invoice management, two-code clinical governance, note governance and outcome measure compliance.
Your morning view
One dashboard. Your whole practice.
Clinical record
BACP-Aligned Therapy Notes Software for UK Therapists
Session notes and process notes sit in clearly separate fields inside our secure system. Your factual clinical record stays distinct from your private reflections, exactly as your training and BACP guidance intend.
Whether you prefer SOAP notes, DAP notes, or free-form templates, our counselling software adapts to your workflow. You can dictate after a session and let our secure AI structure your clinical notes for you. Built-in auto-save means you never lose work, and the version history keeps a full audit trail of every edit for your peace of mind.
To give you the full clinical picture, outcome measure scores — including CORE-10, PHQ-9, and GAD-7 — sit directly alongside each client's notes. You can easily track clinical progress in context without ever switching between screens.
Money and time
Stop losing hours a month to admin
Auto-generate invoices from your calendar — no manual entry, no forgotten sessions. Automatic reminders chase up unpaid invoices so you don't have to.
Track income and expenses against HMRC self-assessment categories. Export an accountant-ready spreadsheet at year end. Upload receipts as you go and stop dreading January.
Direct integrations with Xero and FreeAgent keep your accountant happy.
In numbers
0 Saved every month on average — the writing-up, the chasing, the copying between systems.
0 Instead of the five you are paying for now — notes, diary, invoicing, forms and CPD in one place.
0 Fewer no-shows once automated email and SMS reminders are switched on.
0 Faster payment on invoices raised in-app compared with invoicing by hand.
Trust by design
Your clients' privacy is built into every layer.
Sessionly was designed GDPR-first, not bolted on afterwards.
GDPR-first design
A two-code system separates admin records from clinical notes. Client names are AES-256 encrypted. Every action is recorded in a full audit trail. Even if admin data were ever disclosed, your clinical notes stay protected.
UK/EU hosted
All client records and clinical data are stored on UK/EU servers in the London region.
BACP-aligned retention
Sessionly follows BACP guidance on 7-year record retention, with configurable policies so you stay compliant without thinking about it. Passkey 2FA and automatic session locking protect every login.
For teams
Running a CIC, small therapy agency, or supervision group?
Sessionly gives Leadership Teams full oversight with clinical governance built in — not bolted on. Manage your therapists, track outcome measure compliance across the team, and maintain proper two-code record separation. Up to 25 therapists.
Plans
Simple, transparent pricing.
One plan per practice type. No hidden fees.
Private Practitioner
£10.99 /month
For individual therapists — or £109/year — save 17%
- Unlimited clients and notes
- Full client journey from enquiry to ending
- Session notes with AI structuring
- PHQ-9, GAD-7, CORE-10, CORE-OM, YP-CORE, DES-II, WSAS and Goal-Based Outcomes
- Weekly diary with client self-booking
- Auto-invoicing and expense tracking
- CPD and supervision hour tracking
- Forms, documents and signed agreements
- Appointment and invoice reminders
- Your logo and brand colour
Agency
£49.99 /month
Up to 25 therapists — or £499/year — save 17%
Everything in Private Practitioner, plus:
- Leadership Team dashboard
- Funding pot tracking for grant-funded and subsidised therapy (split session costs between client payments and grant pots)
- Associate therapist invoice management and payment tracking
- Therapist management and allocation
- Outcome measure compliance reporting
- Two-code clinical governance
- Note governance with version history
- Assessment workflow with assessor assignment
- Client reassignment between therapists
14-day free trial. No card required. See full pricing →
Who built it
Designed by therapists. Built by software experts.
Sessionly was built by Kate Devereux, an NCPS-registered therapist who runs a private counselling practice and Earth Wisdom Therapy CIC, alongside Mark Devereux, a Chief Product and Technology Officer with twenty years of secure software experience.
That combination — clinical insight from a working therapist and engineering depth from a senior technical leader — is what makes Sessionly genuinely different from most therapy software available in the UK.
On the move
Sessionly on iPhone
Capture notes between sessions, check tomorrow's calendar from bed, log an enquiry while you're out for a walk. The Sessionly iPhone app gives Private Practitioner subscribers secure access to their practice wherever they are — at no extra cost.
The Sessionly iPhone app is available now for Private Practitioner subscribers.
In their words
What therapists say about Sessionly
“I came across Sessionly when looking for a notes platform. I'd tried so many that were over-complicated or didn't have the options I was looking for — or had basic packages with paid extras for everything else. Sessionly is simple and easy to use, with no add-ons. There's the option to turn off features you don't need. I can log my CPD, my supervision, lots of options for different types of notes, and a separate area for process notes. The biggest thing has been being able to talk openly with Mark about what features would be helpful, and then seeing them implemented. It's also very affordable.”
JT Jenn TaylorPerson-centred counsellor and coach — jenntaylor.co.uk
“I tried a lot of systems before moving over to Sessionly, and most of them felt overly complicated or clearly not designed with therapists in mind. Sessionly just made sense straight away — genuinely easy to set up and start using without hours of figuring things out. Mark has been really approachable and responsive whenever I've had questions or feedback, and you can tell the system has been built by people who actually understand private practice and how therapists work day-to-day.”
KA Kerry AlleyneFounder, Resilient Mind Therapies
“As a growing counselling service, we needed something that was intuitive, professional and easy for both our team and our clients to use. Sessionly has simplified everything from client onboarding and appointments to outcome measures and communication, allowing us to spend less time on administration and more time supporting people. The team are also incredibly responsive and genuinely listen to feedback, which makes it feel like a platform that's evolving alongside the needs of its users.”
GG Gail GoldspinkHarbourminds
What is Sessionly?
Sessionly is private practice management software for UK therapists, counsellors and counselling agencies. It brings client records, session notes, outcome measures, scheduling, invoicing, finance and funding tracking, CPD and supervision logging, and agency reporting into one secure platform — purpose-built for UK private practice and counselling businesses. BACP-aligned and GDPR-first.
Honest fit
Is Sessionly right for your practice?
We'd rather tell you up front than waste your trial.
Sessionly IS for you if…
- You're a UK-based counsellor, psychotherapist, or therapist in private practice
- You run a UK counselling agency or grant-funded counselling service (CIC, charity)
- BACP, NCPS, UKCP or BABCP alignment matters to you
- You want straightforward UK-specific software at honest, predictable prices
Sessionly is NOT for you if…
- You run a multi-discipline clinic combining physiotherapy, osteopathy, or other allied health services
- You bill insurance heavily and depend on Healthcode integration
- You need a dedicated Android app for clinical use today
- You practise outside the UK
Questions
Frequently asked questions
What is practice management software for therapists?
Practice management software brings all the administrative and clinical parts of running a therapy practice into one place — client records, session notes, outcome measures, scheduling, invoicing and document management. Instead of juggling spreadsheets, paper forms and separate apps, everything lives in a single secure system designed for how therapists actually work.
Is Sessionly GDPR compliant?
Yes. Sessionly was designed GDPR-first, not retrofitted. Client names are encrypted and stored separately from clinical notes using a two-code system, every action is recorded in a full audit trail, and all client records and clinical data are stored on UK/EU servers in the London region.
Is Sessionly built for UK therapists specifically?
Yes. Sessionly is built exclusively for the UK therapy market. It uses UK spelling and terminology, supports BACP-aligned record retention, includes HMRC self-assessment categories for finance tracking, and hosts all data on UK/EU servers.
Can therapy agencies use Sessionly?
Absolutely. The Agency plan supports up to 25 therapists and includes a Leadership Team dashboard, therapist management, outcome measure compliance reporting, two-code clinical governance, funding pot tracking for grant-funded services, associate therapist invoice management, and structured assessment workflows — all for £49.99/month.
Can I use Sessionly to manage my supervisees?
Yes. Sessionly is used by UK supervisors to manage supervisees alongside their private practice clients — including agreements, notes, invoicing, and calendar scheduling. Supervisees are automatically excluded from clinical workflows like outcome measure invitations. Included in the standard Private Practitioner subscription at no extra cost. Read more →
What outcome measures does Sessionly support?
Sessionly includes PHQ-9, GAD-7, CORE-10, CORE-OM, YP-CORE, DES-II, WSAS and Goal-Based Outcomes — scored automatically with clinical risk flags, severity bands, and visual progress charts. No paper forms needed. Measures can be triggered at assessment, allocation, review, ending, or on a recurring schedule.
Can Sessionly help me with my self-assessment tax return?
Yes. Sessionly tracks income from invoices and lets you log expenses by HMRC category, upload receipts, and export everything as a CSV at tax time. No more January panic searching through bank statements and shoe-boxes of receipts.
How does Sessionly handle client confidentiality?
At signup, you choose how clients appear throughout the app: by name (recommended for most private practices, with names encrypted at rest) or by anonymised code (a short reference like 'JB23' in admin areas, with separate anonymised codes for clinical notes). The choice is set during onboarding and can't be changed later, so we walk you through it carefully when you sign up.
Can I use Sessionly for my clinical will?
Yes. Private Practitioner subscribers can document their clinical will inside Sessionly's settings — nominate executors, set client notification preferences, and keep instructions current. When the time comes, our support team handles verified executor access carefully, with multi-step identity checks and a cooling-off period. Read more in our guide →
Start your 14-day free trial
No credit card required. Set up in under 5 minutes.