Clients book into the hours you keep. You approve every request.
Your hours, your rules
Set open hours and buffers. Clients only see the times you have free.
Google Calendar sync
Sessions appear, move and cancel in both places.
Approve every request
Accept, decline or suggest a time. Late replies get a nudge.
Meet links included
With Google Calendar connected, online sessions get a Meet link.
Signed on the client’s phone, before the first session.
Intake forms
Sent before the first session, filled in on any phone.
E-signed consent
Clients sign on screen. You review it before the booking is confirmed.
Paper forms too
Upload a signed paper form to the client’s record.
Templates to start from
Use a ready-made intake form or build your own.
One record for every client.
Notes your way
SOAP, DAP, BIRP or free text. Every note is encrypted.
One record per client
Sessions, forms, files, payments and notes together.
Homework and resources
Assign from your library. Clients reply in their portal.
Private to you
Clients never see your notes. Only you can open them.
Money goes straight into your own Razorpay account.
Paid to your account
Clients pay from a link. Insight never holds the money.
Offline payments
Log cash payments in one place.
Bundles, fees and credit
Session packs, sliding-scale fees, credit and refunds.
PDF receipts
For your payments, with your GSTIN if you use one.
Sent on their own, by email. WhatsApp comes before we open.
Session reminders
24 hours and 1 hour before, to you and your client.
Payment reminders
A nudge for any session that is still unpaid.
Homework reminders
The day before it is due.
WhatsApp reminders
Session and payment reminders on WhatsApp, ready before we open.
A web page on their phone. Nothing to install.
No passwords
Clients sign in with a 6-digit code sent to their email.
Everything in one place
Sessions, booking, forms, receipts and refunds.
Only their own record
Clients see their own data and nothing else.
Homework in the portal
Clients open what you assigned and reply in one place.
Bring your clients over. Take their records with you.
Import from CSV or Excel
Preview the match before anything is saved.
Export any time
A PDF or ZIP per client, and a CSV of your client list.
Clients request a time. You approve in one click.
No requests waiting
S. Kapoor
Thu 18 Sept, 11:00
Thu 18 Sept
Your client asks for a time
Only your open hours show, and only free slots.
You approve, decline or offer others
Unanswered for 72 hours, it declines on its own and tells the client.
The rest goes out on its own
The payment link reaches the client by email and in their portal.
Write the plan, send the homework, see the reply.
A. Raman · Individual · 50 min
Previous note
Plan: start a sleep diary; review in one week.
Homework
SentReply inSleep diary
Write the plan in the session
SOAP, DAP, BIRP or free text, encrypted before it is saved.
Send the homework
A link by email; a reminder the day before it is due.
The reply lands on the record
You see it before the next session.
A web page, not an app. Sign in with an email code.
Next session
Waiting on you
Meera’s consent form, in her words.
How sessions work, fees and cancellations, how your notes are kept, and the limits of confidentiality, as she sets them out for her practice.
Type your full name to sign
Payments
Receipts
Encrypted client data
Notes and client details are encrypted before saving. End-to-end encryption comes before we open.
HTTPS everywhere
Every connection is encrypted in transit, and browsers are told to always use it.
Protected sign-in
Hashed passwords, a lockout after five wrong tries, and sign-out for any device.
Full audit trail
Every note opened and every client record viewed or changed is logged.
Being audited against India’s DPDP Act, 2023. Before we open, every client gives consent before their data is collected, and can ask to see or delete it.
Join the waitlist, and we set up your 14-day trial with you when your place opens.