Help Centre

How can we help?

Guides, walkthroughs, and answers to common questions.

Getting Started 1 article

Getting set up - from signup to your first session

A step-by-step guide to signing up, subscribing, and configuring your practice - communication templates, session types, clients, and your first booking. Come the end of it you should have a better grasp on how Counselling Buddy works, and be ready to use it on a day-to-day basis.

Account & Settings 1 article

Data retention - what happens to your data if you stop paying

What happens to your practice data if your subscription lapses, the 12-month protection window, archive options, and how to export or delete your data.

Clients & Sessions 4 articles

Create your first client

Add your first client profile in Counselling Buddy.

How to schedule a session and send a confirmation email

A step-by-step guide to booking a session for a client and sending them a confirmation email directly from Counselling Buddy.

Collecting clinical forms - PHQ-9 and GAD-7

How to send a PHQ-9 or GAD-7 form to a client via a secure link, and where to find their completed response once it's returned.

Setting up session confirmation and cancellation emails

How to configure whether Counselling Buddy sends your clients an email when a session is booked or cancelled.

Billing & Payments 0 articles

More articles coming soon.

Can't find what you're looking for?

We're happy to help. Book a free 20-minute call or drop us an email.

Book a demo call Email support