Therapy Client Portal
Therapy Client Portal for a Solo Practice. Give each client their own sessions, exercises and statements, and keep session notes out of the app. Free to clone.
Therapy Client Portal is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Calm. Its automations include Daily practice digest, Late cancel draft and Monthly statements.
by @taskade
What you can do with Therapy Client Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Therapy Client Portal works
- Daily practice digest: when Every day at 7 AM, then Find today's sessions and Find exercises due.
- Late cancel draft: when a session is set Late cancel, then Draft the message and Comment the draft for review.
- Monthly statements: when On the 1st of each month at 8 AM, then Find billable sessions and Turn sessions into text.
Built with Taskade Genesis
- Category: Portals
- AI agents: Calm
- Automations: Daily practice digest, Late cancel draft, Monthly statements
- Workspace: 6 projects, 1 AI agent, 3 automations