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Scheduling & Client Portal

Booked, reminded, confirmed.

Clients book themselves inside the hours you allow. Reminders go out, confirmations come back, and your calendar stays in sync — the front desk runs itself before you sit down.

Sign inSee the portal
Online self-bookingGoogle / Outlook syncEmail & SMS remindersIncluded in Solo — $49
Today · TuesdayAll confirmed
9:00 — J.R. · weeklyConfirmed by SMS yesterdayReady
11:00 — M.K. · biweeklyBooked online Sunday nightReady
2:00 — New client intakePacket completed in the portalReview intake
Booked in your allowed hours · reminders sent and tracked automatically

Self-booking

Your calendar, their click.

A booking page under your practice's name, showing only the slots you decide exist.

  • Availability rules: set your hours, buffers, and session types once — the page enforces them forever.
  • Two-way calendar sync: Google and Outlook busy times block your Suithera calendar, and vice versa.
  • No-show defense: automatic email and SMS reminders, with confirmations tracked per appointment.

Where the agents fit

Rebooking runs on rails.

The follow-ups that keep a caseload full are exactly the ones that slip.

  • Lapsed clients: when a weekly client quietly stops booking, the agent flags it — or drafts the outreach for your approval.
  • Waitlist fills: a cancellation becomes an offer to the next client, not an empty hour.
  • Morning review: everything the agents arranged overnight waits in one queue. See Automation →

The client portal

Invite-only, and calm.

Clients get one quiet place for the practical side of therapy — nothing to install, nothing public.

  • Intake & e-signatures: packets, consents, and policies completed before the first session.
  • Secure messaging: encrypted at rest, audit-logged, with agent-drafted replies you approve before they send.
  • Billing in one place: invoices, receipts, and superbills — no PDF attachments over email.
Messages1 draft awaiting approval
M.K. — "Can we move Thursday?"Agent drafted a reply with your open slotsReview draft
J.R. — intake packetSigned and filed · consent recordedFiled
Messages encrypted at rest · every read and reply audit-logged

Questions

The front desk, answered.

Can clients see my whole calendar?

No. The booking page shows only the slots your availability rules produce — never your personal events, other clients, or blocked time.

Do agent-drafted messages send automatically?

No. Drafts wait for your approval, always. The one-click approve is the send button.

Is the portal open to anyone?

No — it's invite-only. You invite each client, and their access is scoped to their own records and messages.

Get started

Your first coffee, already confirmed.

Scheduling, reminders, and the portal are part of Solo — no add-on required.

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