Your booking link books a time. Someone still chases everything else.
A new client books a time, and that’s all the link does. So the week before the first session turns into a chase: a consent form to sign, an insurance card to photograph, three “just checking in” emails from whoever plays front desk that day. In a solo practice that’s you, between sessions. Some clients never make it past the chase.
Scheduling, intake, and the client portal in one flow.
One link collects the whole intake
A client picks a time, answers the reason for visit, signs the consent forms, uploads their insurance card, and books the intake call in one pass.
Google Calendar sync and recurring appointments
Day, week, or month view, recurring appointments, and Google Calendar sync, so the calendar you check is always the real one.
Room scheduling with set capacity
Give each room a capacity once and Clerie flags the conflict before two groups claim the same door, and even flags who’s last in a room to lock up.
Every room, its capacity, its day
Green room · holds 5
Blue room · holds 2
Group room · holds 10
A client portal with no password
Clients open a unique link, confirm their birthday, and enter a code sent to their phone or email, and that’s the entire login.
The whole login, no password
See exactly what your client sees
The view-as-patient button pulls up a client’s exact portal screen, so “I’m stuck” gets answered with “tap the blue button at the bottom” instead of guessing.
Their screen, on your screen
Reschedule appointment
The front desk work, done for you
- One-link intake: reason for visit, signed consent, insurance card, and an intake call on the books
- Room scheduling with set capacity: zero double-booked rooms, and a flag for whoever's last out to lock up
- A no-password client portal: a unique link, a birthday, and a code. That's the whole login
- A view-as-patient button, so "I'm stuck in my portal" gets solved in one click
- Google Calendar sync, recurring appointments, and self-scheduling links
- A fully customizable intake flow: your questions, your forms, your order
ReplacesCalendly, DocuSign, and the “just checking in” email chain.
New clients arrive booked, signed, and insured
1 linkcollects the reason for visit, the signed consent forms, and the insurance card, then books the intake call. That's the entire intake, handled before the first session.
“Intuitive, simple, relevant, the best EHR for therapists.”
The questions people actually ask on demos.
See one link run the whole intake
Book a demo and we'll run the whole flow in front of you: booking, consent, insurance card, calendar.