Keep Everything Organized
Managing client information shouldn’t be a headache. With Counselling Buddy’s client management system, you can store all client details, session histories, and important notes in one secure, easily accessible location.
Core Capabilities
By The Numbers
Secure by Design
Your clients trust you with their most sensitive information. We take that responsibility seriously with bank-level encryption, regular security audits, and full GDPR compliance.
- End-to-end encryption for all client data
- Role-based access control for team practices
- Automatic data backups every 24 hours
- Audit logs to track all data access
- GDPR compliant data handling and storage
Real Results
Seamless Integration
Client management works seamlessly with all other Counselling Buddy features:
- Session Notes: Access notes directly from client profiles
- Scheduling: Book appointments with one click from the client page
- Billing: Track payments and generate invoices for each client
- Documents: Attach files and forms to client profiles
Getting Started
Setting up your client database is simple:
- Import existing data from spreadsheets or other systems
- Customize fields to match your practice needs
- Add clients individually or in bulk
- Start managing with confidence