Keep Every File Safe and Organised
Counselling Buddy’s Document Storage gives you a central, encrypted place to keep session notes, consent forms, referral letters, assessments, and other important files — all neatly linked to the right client.
Core Capabilities
By The Numbers
Secure by Design
Protecting client confidentiality is non-negotiable. Counselling Buddy’s storage is engineered for privacy and resilience.
- Encryption at rest and in transit
- Access controls scoped to your account
- Automatic daily backups
- Audit trails for file actions
- GDPR-compliant handling and retention guidance
Real Results
Seamless Integration
Document Storage works hand-in-hand with other Counselling Buddy features:
- Client Management: View and manage files right from the client profile
- Appointment Management: Keep session artefacts neatly attached
- Session Notes (Coming Soon): Create notes in-app and store them automatically
- Email Notifications: Send secure links or confirmations referencing stored docs
Getting Started
Setting up your document library is straightforward:
- Open a client profile and go to the Documents tab
- Drag and drop files or use Upload
- Add tags or standardised filenames for easy retrieval
- Manage access and retention in Settings → Security