Everything you need to run your private practice or counselling agency.
Sessionly helps you manage the real day-to-day work of private practice — from new enquiries and waiting lists through to session notes, outcome measures, forms, diary, invoices, finances and CPD.
See our full overview of therapy practice management software →From first enquiry to active client
Manage new enquiries, waiting lists, assessments and active clients in one place. Always know where every client is in their journey — from initial contact through to ending and beyond.
Less time chasing information. More time for your clients.
Session notes and process notes
Keep your clinical record and private reflections in clearly separate fields. Dictate your thoughts and let AI structure your notes into SOAP or DAP format. Auto-save protects your work and version history tracks every change.
Your records, clearly organised and always up to date.
More on therapy notes software →How AI note structuring is handled in Sessionly →Outcome measures and progress tracking
Use PHQ-9, GAD-7, CORE-10, CORE-OM, YP-CORE, DES-II, WSAS and Goal-Based Outcomes digitally, scored automatically and tracked over time with visual charts. Risk flags are highlighted automatically so nothing gets missed.
A clearer view of client progress, without the spreadsheets.
More on outcome measures software →
Calendar and client self-booking
Week and month views with recurring appointments, colour-coded session types and search by client code or title. Two-way Google Calendar sync keeps Sessionly and Google in step whichever side you edit from, and private practitioners can subscribe to their diary in Outlook or Apple Calendar, showing times only by default so nothing confidential leaves Sessionly unless you choose. Share a secure booking link with clients: they book themselves with a PIN, no back-and-forth emails. Booking confirmations and automated reminders keep everyone on track.
Spend less time on scheduling, more time on the work that matters.
Your booking page for new clients — hosted or embedded
Two acquisition surfaces, one enquiry pipeline. Every practice gets a hosted booking page prospects can reach at your own web address. Every practice also gets an embeddable enquiry form — a themable iframe you paste into your own website with a colour, font and corner-radius you pick, restricted to the domains you list. Whichever surface the enquiry arrives through, a client record is created and Sessionly's automations take it from there.
You bring the traffic; the software captures and onboards it.
Automations that carry the work
Stage-based automations fire as a client moves through their lifecycle: therapy agreement out on enquiry, intake form on the way in, appointment reminders before every session, invoice auto-send and payment reminders after. Templates are configurable per practice and per stage — set them up once and every new client goes through the same reliable flow. Save your own email templates too, and pick one whenever you message a client.
Onboarding, reminders and follow-ups without the manual chase.
Shared calendars and room booking
Create additional calendars for rooms, holidays, equipment or team resources. Overlay them in one view to see the whole picture. Optional no-overlap rules prevent double-booking of shared resources — particularly useful for therapy agencies coordinating multiple therapists and physical rooms.
One view for everything your practice needs to coordinate.
Stripe Card Integration
If you choose Sessionly's Stripe integration, create a Stripe account through Sessionly in minutes, or connect the one you already have, and every invoice you send carries a Pay online link. The client clicks it, pays with a card via Stripe Checkout, and the invoice auto-marks paid the moment Stripe confirms the payment — the corresponding income row lands in your finance ledger without you touching a spreadsheet. Sessionly takes no cut; only Stripe's standard fees apply.
You send the invoice; the software marks it paid.
Invoicing with automated reminders
Invoices auto-generate from your calendar. Bill per session, or consolidate a block or funding-pot period into a single invoice — the choice sits per client. Set due dates, track what is unpaid or overdue, let auto-send email invoices to clients on schedule, and let automatic reminders chase late payments so you do not have to.
Get paid on time, without awkward conversations.
More on billing and invoicing software →
Finance tracking and accountant-ready export
Track income and expenses against HMRC self-assessment categories, store receipts, and export an accountant-ready spreadsheet at year end. Tag expenses by category — professional development, room hire, insurance, supervision and more. Upload receipt images securely against each entry.
No more January panic. Your finances, always up to date.
For private practitioners
Everything you need to run a UK private practice — included in the £10.99/month plan.
Practice essentials
Dashboard
Start your day with upcoming sessions, outstanding invoices, outcome measures due and key practice stats at a glance.
Manage your diary
Week and month views, recurring appointments, colour-coded session types, calendar subscription for Outlook and Apple Calendar, two-way Google Calendar sync and client self-booking via secure PIN link.
Public booking page
Hosted booking page you promote from your own website, Google profile or directory listing. Enquiries create a client record and start Sessionly's onboarding automations.
Embeddable enquiry form
A themable iframe you paste into your own website — colour, font and corner-radius you pick, restricted to the domains you list. Same client-record + automations pipeline behind it.
Stripe card integration (optional)
Create a Stripe account through Sessionly in minutes, or connect the one you already have, and every invoice you send carries a Pay online link. Clients pay by card via Stripe Checkout; the invoice auto-marks paid and posts to your finance ledger. Sessionly takes no cut; only Stripe's standard fees apply.
Fixed-price treatment blocks
Price a block of sessions at a single fixed amount and invoice it upfront.
File sharing with clients
Share documents securely with a client through their portal — worksheets, handouts, resources, referral paperwork — with an audit trail of what was shared and when.
Manage enquiries
Capture new enquiries with structured intake, triage by suitability, and convert smoothly into active clients.
Manage waitlists
Keep your waiting list active rather than passive. Track who is waiting, for what, and offer spaces fairly when availability opens.
Assessment workflow
Run structured intake assessments with customisable forms and attach outcome measures. Review, allocate or close from one place.
Your branding
Upload your logo and choose your brand colour. Sessionly adapts to match your practice identity.
Works on any device
Use Sessionly on laptop, phone or tablet. Your data stays in sync wherever you are.
iPhone app
Native iOS app for capturing notes, checking calendars, and accessing your practice between sessions. Available for Private Practitioner subscribers at no extra cost.
Clinical governance
Track CPD and supervision hours
Log CPD and supervision hours as you go and track progress against BACP requirements. Download your CPD, supervision and client hours logs as PDF or CSV, ready for accreditation, with client names and process notes never included.
Therapy agreements and intake forms
Build, send and track therapy agreements and custom intake forms. Multi-template intake-form builder for different client cohorts. Clients sign and acknowledge digitally — no PDF chasing. Forms autosave as clients fill them in, you're emailed the moment one is completed, and completed forms can be sent back for corrections with every version kept.
Track your own credentials
Keep DBS, professional insurance, qualifications and supervisor registrations in one place, with expiry-date reminders before anything lapses.
Admin and communication
Message All Clients
Send a single message to multiple clients at once — useful for practice updates, holiday closures or schedule changes.
Client onboarding automations
Stage-based automations fire as a client moves through the lifecycle — therapy agreement sent on enquiry, intake form on the way in, welcome email on allocation. Set the templates once; every new enquiry runs through them.
Saved email templates
Write your go-to messages once and reuse them whenever you message a client.
Booking confirmations
Clients get an email when a session is booked, moved or cancelled, in your words.
Automated appointment and invoice reminders
Configurable reminders before appointments, before invoices fall due, and after they go overdue. Templates you can edit, running in the background.
Auto-send invoices on schedule
Set a date for each invoice to email itself out — or let per-session invoices auto-generate and auto-send from the calendar. No more end-of-month batch.
Security and compliance
Encryption and optional 2FA
AES-256-GCM encryption at rest, optional two-factor authentication for any user, and pseudonymised notes via the two-code system.
GDPR-first, UK and EU hosted
Data hosted in the UK and EU. BACP-aligned record retention. Designed around UK therapist confidentiality and data protection.
Clinical will documentation
Document your clinical will inside Sessionly — and keep it actually current.
Nominate clinical executors with their full contact details. Set your client notification preferences. Document instructions for record handling, referrals, and winding down your practice. Update it any time, from anywhere — the same way you'd update a client's address.
When the time comes, your nominated executor contacts our support team directly. We verify carefully — using one-time codes sent separately to the email and mobile you recorded in your clinical will, plus identity and authority documentation. A cooling-off period applies in every case. We always notify your registered Sessionly email before any action is taken.
Once verified, we act on your documented preferences: exporting client records, contacting clients in the way you specified, and winding down your account per your instructions.
A human-mediated process, designed for the seriousness of the moment. Available to all Private Practitioner subscribers.
For therapy agencies
Additional features on the £49.99/month Agency plan — flat fee, up to 25 therapists.
Agency operations
Client availability and therapist matching
Record when each client can attend, see which therapists are free at those times and have caseload space, and allocate straight from the match.
Secure messaging with therapists
In-app secure messaging between agency leadership and therapists, with email notifications for unread messages.
Demographic reporting
Capture and report on client demographics across age, location, ethnicity, gender, employment, sexual orientation, disability and more.
Workforce compliance documents
Configure the credentials your therapists must hold — DBS, professional insurance, qualifications, supervisor registration. Sessionly tracks expiry dates, sends reminders, and gives leadership one dashboard for the whole team's compliance posture.
Agency finance and funding
Track agency finances and expenses
Income, expenses and outgoings with running totals. Tag expenses against UK Self Assessment categories with receipts attached.
Track therapist billing and amounts owed
Set therapist fees as flat rate or per-session. Sessionly auto-calculates what each therapist is owed, ready for reconciliation when they invoice.
Funding pots and client allocations
Set up grant pots with amounts and date ranges. Split client invoices across pots. Track expenses against pots. See drawdowns in real time.
Consolidated invoicing
Group a client's sessions into a single invoice — per block of purchased sessions, per funding-pot period, or per calendar month — so a school, EAP or funder receives one line rather than a stack.
Expenditure reporting matched to funder objectives
Generate funder-ready reports showing how each pot was spent, broken down by category and recipient demographics. Exportable for commissioner and grant reporting.
What does Sessionly include?
Sessionly brings together everything a UK counselling or therapy private practice needs: client records, session and process notes, outcome measures (PHQ-9, GAD-7, CORE-10, CORE-OM, YP-CORE, DES-II, WSAS and Goal-Based Outcomes), calendar with self-booking, invoicing with HMRC-categorised expense tracking, CPD and supervision logs, therapy agreements, automated reminders, and AES-256-GCM encryption. Agency plans add waiting list management, therapist billing reconciliation, funding pots and demographic reporting.
Ready to see how it works?
Try Sessionly free for 14 days. No credit card required.
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