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 practice management software for UK therapists →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 →Outcome measures and progress tracking
Use CORE-10, PHQ-9, GAD-7, WSAS and WEMWBS 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
A weekly calendar with recurring appointments, colour-coded session types and iCal export. Share a secure booking link with clients — they book themselves with a PIN, no back-and-forth emails needed. Automated appointment reminders keep everyone on track.
Spend less time on scheduling, more time on the work that matters.
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.
Invoicing with automated reminders
Invoices auto-generate from your calendar. Set due dates, track what is unpaid or overdue, and let automatic email reminders chase up 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
Weekly calendar with recurring appointments, colour-coded session types, iCal export and client self-booking via secure PIN link.
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. Track progress against BACP requirements at a glance. Export logs for accreditation renewal.
Therapy agreements and intake forms
Build, send and track therapy agreements and custom intake forms. Clients sign and acknowledge digitally — no PDF chasing.
Admin and communication
Message All Clients
Send a single message to multiple clients at once — useful for practice updates, holiday closures or schedule changes.
Automated reminders
Configurable reminders for appointments and invoices, with customisable templates. Set once, runs in the background.
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
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.
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.
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 (CORE-10, PHQ-9, GAD-7, WSAS, WEMWBS), 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.
Start your free trial