Counseling practice management
Counseling software that connects your entire practice.
Bring scheduling, intake, online appointments, session notes, payments, files, and client communication into one considerate workflow.
- In-person and online sessions
- Recurring appointments kept organized
- Notes, tasks, and files in context
counseling practice operations
Everything around the session, connected
Client records, booking, communication, payments, and follow-up stay together from one session to the next.
Made for focused client work
The practice stays organized without taking over the session
Bookify keeps the operational details in order so counselors can arrive prepared and follow through clearly.
24/7 Online Booking
Online booking
Let clients see available times and book sessions online whenever it suits them. Spend less time answering calls and messages.
- Book by session type or counselor
- Real-time availability and clear pricing
- Works on phones, tablets, and computers
Your day, beautifully in order.
Calendar
Manage appointments, breaks, availability, and schedule changes in one clear calendar. Prevent double bookings and keep each day organized.
- Color-coded appointment blocks
- Team, session type, and location filters
- Daily and weekly schedule views
Working hours
Set regular weekly hours for each counselor and make one-off changes for holidays, time off, or a different shift.
- Different hours for every counselor
- More than one time range per day
- Date overrides without changing weekly hours
Repeat schedules
Set up repeating sessions without rebuilding the schedule each time. Keep regular clients and team availability aligned.
- Weekly and custom recurrence patterns
- Future appointments kept together
- Easy changes when plans shift
Know the person. Remember the details.
Intake and consent
Collect contact preferences, presenting concerns, relevant history, practice policies, and informed consent before the first session.
- Reusable intake and consent templates
- Custom questions for different session types
- Completed forms connected to the client
Notes and charting
Use structured or free-form templates for session notes, goals, observations, plans, and amendments.
- Reusable session note templates
- Goals, observations, and plans in context
- Signed records with amendment history
Client history
Keep sessions, forms, notes, messages, files, tasks, and billing history together without losing the human thread.
- Custom profile fields and preferences
- Bookings, forms, notes, files, and messages
- One record shared across the business
Session work
Keep the transcript, notes, tasks, chart, and files together. With confirmed consent, Scribe Assist can prepare drafts for the counselor to review.
- Consent-aware recording and transcription
- Draft charts, notes, and follow-up tasks
- Everything reviewed before it becomes part of the record
Files
Keep documents, reference material, images, and shared files with the right client. Find them without searching across separate tools.
- Internal and client-visible files
- Documents, images, and video support
- Files connected to the client history
Keep the connection going.
Online appointments
Offer online or hybrid counseling through Bookify Video, Google Meet, Zoom, or your own secure meeting link.
- Bookify Video, Google Meet, and Zoom
- Online, in-person, or hybrid session types
- Meeting access from the booking and client portal
Appointment reminders
Send text and email reminders before every session. Reduce forgotten bookings, no-shows, and manual follow-up.
- Booking confirmations and reminders
- Email and SMS delivery controls
- Templates written in your own voice
Client self-service
Give clients one place to review bookings, complete forms, read messages, view files, manage passes, and pay an outstanding balance.
- Upcoming and past bookings
- Forms, messages, files, and notifications
- Balances, passes, and billing details
Work from anywhere
Check the schedule, update bookings, and view client details from any device. Clients get the same clear experience when they book from a phone.
- Mobile booking for clients
- Quick access to bookings and profiles
- The same account on every device
The details, taken care of.
Payments
Accept deposits, full payments, and tips online or in person. Send receipts automatically and connect each payment to the correct booking.
- Fixed or percentage deposits
- Flexible remaining-balance rules
- Online and manual payment options
Protect your time
Set cancellation and no-show policies, ask clients to accept them during booking, and collect applicable fees when necessary.
- Service-level cancellation rules
- Custom cancellation cutoffs
- Deposits and late-cancellation charges
Room for your next chapter.
Follow-up
Create clear follow-up tasks for the right team member and keep them connected to the client or booking that needs attention.
- Assigned tasks with due dates
- Client and booking context kept attached
- A shared view of unfinished work
Reports
See bookings, revenue, cancellations, popular session types, and returning clients in one dashboard. Understand how the business is changing.
- Bookings, hours, and revenue together
- New and returning client activity
- Cancellation and service trends
Teams and locations
Manage multiple counselors, session types, schedules, and locations from one account. Keep the operation organized as it grows.
- Individual profiles and availability
- Services and bookings by team member
- Roles, permissions, and locations
- 126sessions in the live counseling demo
- 52sample forms, records, and follow-ups
- 10session types with real booking rules
- 5team members with working schedules
More than scheduling
One system for the whole counseling practice
Start with booking and add the tools your counseling practice needs. The client experience and the back office stay connected as you grow.
Scheduling
- Online booking
- Calendar and availability
- Recurring bookings and capacity
- Services and locations
Client management
- Custom profiles
- Forms, notes, and files
- Tasks and complete history
- Client self-service
Communication
- Email and SMS reminders
- Confirmations and updates
- Form and file requests
- Post-visit follow-up
Payments
- Deposits and balances
- Receipts, tips, and refunds
- Packages and memberships
- Gift cards and promo codes
Operations
- Teams and permissions
- Services and locations
- Individual availability
- Mobile access
Reporting
- Bookings and revenue
- Utilization and balances
- Cancellations and retention
- Service and team trends
A little help.
A lovely beginning.
Full setup and customer support are included, at no extra cost. We’ll help you get your business ready and be here as you find your feet.
Talk to our teamQuestions about Bookify
A few useful answers before you start
See how booking, clients, payments, teams, and locations work together for a counseling practice.
Getting started
Can I try Bookify before moving my counseling practice over?
Yes. You can start for free and build a real booking flow before deciding how much of the business you want to bring into Bookify.
Do I need to install anything?
No. Bookify works in a modern browser on phones, tablets, and computers.
Booking and clients
Can clients book online without contacting us?
Yes. They can choose a session type, see real availability, and book from your public booking page.
Can we keep forms, notes, files, and bookings together?
Yes. Each client has one connected profile for appointments, forms, notes, messages, files, and payment history.
Payments and growth
Can we require deposits or collect payment online?
Yes. You can set deposit rules, accept online payments, record in-person payments, and keep receipts with the booking.
Does Bookify support packages, memberships, and gift cards?
Yes. Use the options that fit your business and leave the rest turned off.
Teams and locations
Can each counselor have different hours and services?
Yes. Set individual availability, services, locations, and permissions for each team member.
Can one account manage more than one location?
Yes. Teams, services, schedules, and reporting can stay connected across locations.
See a complete counseling practice working
Try Bookify with a real counseling workflow
Open the admin panel, client portal, or public booking page. No signup and no setup required.