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

Sessions & calendar

Booking, reminders, and your day.

Booking sessions and reading your calendar
How the calendar view, session statuses, and manual bookings fit together.
5 min read
Reducing no-shows
A three-touch reminder rhythm that works without spamming.
4 min read

Automations & segments

Reach the right client at the right time.

Automation basics
Triggers, delays, and actions — the whole model on one page.
6 min read
Using segments
Group clients by anything — tag, status, last session — and target them.
4 min read

Payments & packages

Session packs, invoices, and Stripe.

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