You’ll never have to guess which sessions have been paid for and which are still pending. TheraSoar gives you a centralized view of all your billing activity. Each session displays a clear payment status, and once a payment is received, you or your admin team can easily upload the payment evidence to mark it as complete. The session’s status will automatically update to "Paid."
Generate professional invoices instantly from the calendar, with no need to switch tools. Include client info, payment terms, session details, and even convert estimates into invoices. Create online invoices for both one-time and recurring sessions to maintain consistency and reduce billing errors.
Each client added to TheraSoar gets their own secure portal. Through this portal, they can upload payment receipts, check past transactions, and see upcoming payment dues. This keeps both you and your clients aligned, reduces miscommunication, and ensures everyone is on the same page.
If you’re part of a clinic or organization, you can assign billing responsibilities to administrative or finance staff. They’ll be able to upload evidence of payment, manage invoices, and update payment statuses—all based on the roles and permissions you assign.
Let your clients request or book sessions directly through your secure Client Portal. No more endless back-and-forth messages. You stay in control with real-time approvals and customizable intake workflows.
Go to the Calendar or Sessions page where your upcoming and past appointments are listed. For each session, you’ll see the Payment status and the option to Add Payment once the session has taken place.
Click on Add Payment and input the payment amount and method (cash, via bank transfer, or credit card). Once confirmed, the status will change to Paid.
For every session, an invoice is generated. The invoice will include session details and payment status. You can email the invoice directly to the client from TheraSoar or download it for offline use.
For financial reporting, TheraSoar allows you to export payment records.You can filter the data by date range, therapist, and payment status to gain a better understanding of your financial health.
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.
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.
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.
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.
Yes! TheraSoar is available internationally and works across time zones, making it a great fit for global practices and remote teams.
TheraSoar’s AI supports you with structured session note suggestions, client progress tracking, and insightful trends — helping you reflect and grow without added effort.
Yes. Automated reminders are sent to clients before each session, helping reduce no-shows and improve attendance.
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.
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