Progress happens between sessions. Assign activities and journaling so clients keep practicing, and you see how they're doing before the next visit.
Assign activities
- 1Open a client and go to their Plan or Activities tab.
- 2Add activities — meditations, worksheets, reflections — from the library or your own.
- 3Set frequency (daily, a few times a week) and a start date.
- 4The client sees them in their app with reminders.
See how they're doing
- Track completion and streaks at a glance.
- Read journal entries and mood check-ins the client chooses to share.
- Use what you see to shape the next session's focus.
Tip: Start small — one or two activities a week is more sustainable for clients than a long daily list.
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