TheraSoar Features List
Features That Empower Your Therapy Practice
Thera offers a complete solution for therapists and mental health professionals. From smart scheduling to secure communication, every feature is built with care and intention.
Smarter Scheduling & Calendar Control
Stay in control of your time with tools that work the way you do. Simplify scheduling, billing, and operational workflows so you can reclaim valuable time.
Smart calendar with online booking and appointment requests
Automated reminders, invoicing, and payment tracking
Centralized dashboard for managing tasks and workflows
Custom reporting with insights into practice performance
Export inquiries and reports to Google Sheets easily
Enhance Client Engagement and Care
Streamlined tools to personalize sessions, boost communication, and track progress with ease
Secure portal for intake forms, payments, and sessions
Private, encrypted messaging for seamless communication
AI-assisted therapy planning and smart treatment templates
Track client progress with visual insights and feedback
Share resources through a built-in library with custom branding
Optimize & Grow Your Practice
Smart tools to streamline scheduling, automate admin work, and gain insights to scale with ease.
AI-powered tools to uncover insights from sessions
Advanced analytics for strategic growth decisions
Multi-user access for your admin, billing, and scheduling team
Streamlined intake, inquiries, and profile management
Automation that saves time and supports practice expansion
Effortless Documentation with AI & Audio Dictation
Spend less time writing notes—without sacrificing quality.
Dictate your notes hands-free with real-time voice-to-text
Let AI organize your speech into clinical documentation
Auto-structure notes by presenting issues, symptoms, goals, and more
Use with custom or pre-built note templates
Save directly to the client record with one click
Seamless Client & Practice Management
Support your clients and showcase your practice with clarity.
Upload, organize, and share handouts, worksheets, and guides with our easy document sharing feature
Assign resources to clients based on goals or diagnoses
Track and convert new inquiries into active clients
Collect key client data with our intake forms and surveys
Streamline the onboarding process with templates and workflows
Protect Client Privacy with Enterprise-Grade Security
Built-in encryption, secure access controls, and compliant data handling to keep every interaction safe and confidential.
End-to-end encryption and secure data transmission
Paperless, secure sharing of client documents
Role-based access controls for sensitive info
randed, secure client experience that builds trust
24/7 support with onboarding and compliance tools
Frequently Asked Questions
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Can I add team members or assistants to my account?
Yes! TheraSoar allows you to add assistants, co-therapists, or admin staff to help manage sessions, documents, and communication — all with customized permissions.
Can clients book their own sessions?

Clients can request appointments through their portal, and you can approve or reschedule them directly. This keeps your calendar in your control while still offering flexibility.

Is client information secure?

Yes. TheraSoar is built with client confidentiality at its core. We use secure servers and encrypted storage to keep your data safe, and are actively working toward full HIPAA compliance.

How do I get started?

You can sign up for a free 14-day trial here. Once you’re in, we’ll guide you through onboarding with tutorials, live demos, and support as you set up.

Is there customer support available?

Absolutely. Our team is just a message away. You can reach out through the in-app support tab, or schedule a 1:1 call anytime via our Calendly link.

Can I use TheraSoar if I don’t live in the U.S.?

Yes! TheraSoar is available internationally and works across time zones, making it a great fit for global practices and remote teams.

What kind of AI features are included?

TheraSoar’s AI supports you with structured session note suggestions, client progress tracking, and insightful trends — helping you reflect and grow without added effort.

Does TheraSoar include session reminders for clients?

Yes. Automated reminders are sent to clients before each session, helping reduce no-shows and improve attendance.

What happens after the free trial ends?

You’ll have the option to continue on a paid plan that suits your needs. Don’t worry — we’ll send reminders before your trial ends, so you’re never caught off guard.

Still have questions?
We’ve got your back
The names used are fictional and for illustration only.
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