Selected client
Loading workspace
Restoring your workspace
Checking your session and loading the dashboard.
Add lead
Save a WhatsApp-first parent enquiry
Lead to diagnosis
Schedule a diagnosis from the lead queue
Create appointment
Book a therapy or diagnosis session
Staff calendar
Explore any day, month, or year
Lead queue
Parents waiting for diagnosis booking
Upcoming appointments
Manager overview
Staff setup
Team profile and login
Client setup
Family record and portal login
Accounts
Active logins and linked records
Assign package
Create a private payment offer
Packages and payments
Assigned packages waiting for payment
Diagnosis workspace
Report and recommendations
Therapy plan
Goals and focus areas
Homework
Tasks for the family
Freeze
Pause session usage
Availability
Weekly fallback hours for selected staff
Requests
Holiday requests waiting for review
Holidays
One-off blocks and staff leave
Freeze records
Session pauses and holidays
Operational messages
Confirmation and reminder log
Booked sessions
Upcoming work
My schedule
Explore any day, month, or year
Operations
Weekly fallback availability
Operations
Holiday requests
Selected client
Profile overview
Diagnosis reports
Client context
Therapy plan
Goals and focus areas
Payment offer
Send a Stripe link after the call
Packages
Offers for the selected client
Homework
Tasks for the family
Client profile
What the parent can see
Diagnosis report
Assessment summary
Therapy plan
Current goals
Homework
Tasks and practice
Packages
Private offers and payment links
Upcoming sessions
Calendar and Zoom access
Freeze records