Clients

Keep client profiles, session history, and materials in one place.

A client profile brings together contact details, your private note, the client overview, session history, and uploaded files.

Active clients appear in the sidebar. Drag them to change their order. Archived clients are hidden from the main list and remain available in Settings.

Inside a client profile:

• Overview helps you return to the client’s context before the next meeting;
• Sessions contains notes, summaries, and transcripts for individual meetings;
• Files stores materials related to the client that are not necessarily sessions.

The short field under the client’s name is useful for your own reference, such as the referral source or the date you started working together.