Clients
Add people yourself, or send an onboarding link so they complete the form, then archive when care ends.
- · Add a client
- · Onboarding link
- · Archive when inactive
Help centre
How can we help you today?
Guides and answers for MyPracticeHelper, your calm practice companion. Search below, browse a topic, or ask Mini Helper.
Product overview
Marketing overview before signup, HTML and PDF.
Open overviewGetting started booklet
HTML guide with glossary and PDF. Sign in required.
Open bookletVideo sessions guide
Therapist and client steps, every screen, PDF download.
Open guideGet set up
Profile, practice details, logo, and timezone.
Open SettingsContact support
Send a message via the Contact page, we're here if you need a person.
Contact usBrowse by topic
Jump into the area you need, then open it in the app.
Calendar
Book in-person or video sessions and keep the diary clear.
- · Book a session
- · Video call venue
- · Shared appointments
Video sessions
Private join links for online sessions in the browser.
- · Create a join link
- · How clients join
- · Record with consent
Session notes
Write or record notes that stay with the treating therapist.
- · Typed notes
- · Voice recording
- · Admin notes
Resources
Reference library for PDFs, Word, audio, video, and links, share with clients.
- · Add a file or link
- · Cloud or local-only
- · Share with a client
Fees & Revenue
Note fees, mark paid/unpaid, and record how each fee was settled.
- · Mark paid
- · Set how fee was settled
- · Review outstanding
Your team
Invite therapists and receptionists, and manage who can do what.
- · Invite someone
- · Change a role
- · Pause access
Reminders
Prompts for notes, forms, onboarding reviews, and follow-ups. Snooze, restore, or delete a snoozed item.
- · Onboarding review
- · Snooze or restore
- · Custom reminders
Settings
Profile, Practice details, logo, and your public Practice page.
- · Your profile
- · Practice logo
- · Public page
Frequently asked questions
Plain answers about MyPracticeHelper, not other products.
Quick tips
Use search in the app
Most lists let you filter by name or date so you find people and sessions faster.
Glance at Reminders
A short daily check covers notes, unpaid sessions, and forms. Onboarding submissions show up here for review. Snooze anything you are not ready to handle.
Speak your notes
Record after a session, review the transcript, then edit, less typing, same care.
Link video to the diary
Connect a video session to the calendar appointment so recordings land in the right place.
Still stuck?
Ask Mini Helper in the corner, or contact the team. We’re here for MyPracticeHelper, your Practice, your pace.