CRM for Therapists
Manage client records, sessions, and scheduling in one secure platform
A therapist CRM manages client contact details, intake information, session history, and scheduling preferences. SchedulingKit includes CRM features alongside online booking, automated reminders, and payment processing for therapy practices.
Therapists manage deeply personal client relationships that span months or years. Keeping track of intake information, session cadence, and insurance details is essential — but it shouldn't require a separate system from where clients book appointments. SchedulingKit provides a secure CRM alongside scheduling so therapists can manage their entire practice from one platform, reducing administrative burden while maintaining the continuity of care their clients deserve.
Client Management Challenges for Therapists
Client intake information stored in paper files or disconnected forms
No easy way to review a client's session frequency and attendance patterns
Manually sending session reminders and follow-ups
Tracking insurance vs. self-pay clients in separate systems
Difficulty maintaining session continuity when caseloads grow
Administrative overhead cutting into available session time
How SchedulingKit CRM Helps Therapists
Digital intake forms that auto-populate client profiles
Session history and attendance patterns visible at a glance
Automated appointment reminders reduce cancellations
Client self-scheduling frees up front desk time
Payment tracking with per-session and package options
Secure, centralized system for all client data
CRM Features for Therapists
Digital Intake
Collect new client information through customizable intake forms before the first session.
Session Timeline
View the full history of sessions — dates, types, and attendance — per client.
Attendance Patterns
Spot irregular attendance that might indicate a client needs outreach.
Secure Notes
Add session-level notes that are visible only to the treating clinician.
Payment Tracking
Track self-pay, copay, and package-based payment per client.
Waitlist Management
Maintain a waitlist and automatically offer openings when cancellations occur.
Popular CRM Use Cases for Therapists
Also Included with SchedulingKit
Frequently Asked Questions
Is client data secure in SchedulingKit?
Yes. SchedulingKit uses encryption in transit and at rest, follows SOC 2 practices, and is GDPR compliant. All client data is stored securely and access is role-based.
Can I customize intake forms?
Yes. Create custom intake forms with the fields you need — demographics, presenting concerns, emergency contacts, consent — and responses auto-populate the client profile.
Does it support telehealth?
Yes. SchedulingKit integrates with Zoom, Google Meet, and Microsoft Teams. When a client books a virtual session, a meeting link is generated automatically.
Further Reading
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