Help center

Short guides for setting up ClientWell and running your practice. Can't find an answer? Ask the chat widget bottom-right - it's read every article on this page.

Getting started

Set up your workspace in 15 minutes.

Quickstart: your first 15 minutes
The shortest path from empty workspace to your first booked session.
5 min read

Clients & intake

Add clients, run intake, keep notes.

Adding and managing clients
How the client record works, and what belongs where.
4 min read
Sending and reviewing intake forms
Get the info you need before the first session - without chasing.
4 min read
Team messages: talk to reception without leaving the room
Send a quick note to a colleague, attach the client card or the appointment, and share a file.
4 min read

Sessions & calendar

Booking, reminders, and your day.

Automations & client groups

Reach the right client at the right time.

Payments & packages

Session packs, invoices, and Stripe.

Session packages and Stripe
How package deduction works and where payments go.
5 min read

Privacy & data

How we handle your data and your clients' data.