Client Portal & Management
Centralized Client Information & Interaction
TheraSoar’s Client Management Portal gives therapists a clear and organized view of each client’s care. You can easily track upcoming and past sessions, view payment history, and access client feedback—all in one dashboard.

For every session, you can add clinical notes, logs, and administrative comments, while also gaining insights through built-in progress analysis. This all-in-one tool helps you stay focused, informed, and in control of your caseload.
Comprehensive Care at Your Fingertips
Our intuitive Client Management Portal is designed to streamline your workflow and give you more time to focus on your clients.
Easily book, reschedule, or cancel sessions with just a few clicks.
Keep comprehensive client notes, progress reports, and treatment plans in one secure location.
Designed to support both private practices and mental health clinics with efficient, user-friendly tools.
Ensure client confidentiality with built-in privacy and security features that meet industry standards.
Cloud-based access means you can manage your practice from the office, home, or on the go.
TheraSoar’s Client Management Portal helps you to stay organized, reduce administrative burden, and enhance the client experience. Whether you’re a solo practitioner or part of a larger team, everything you need is in one convenient place.
Simplify Scheduling, Documentation, and Communication

With TheraSoar’s Client Management Portal, you can streamline appointment scheduling, intake collection, and progress tracking. Access a complete history of client communication and securely manage payments, allowing you to build stronger, more organized client relationships with less manual work.

Easily Add Clients by Filling Out Their Details

Quickly onboard new clients by simply entering their information directly into the portal. This feature lets you get clients set up fast, so you can immediately start managing appointments, intake forms, and treatment tracking, all within one streamlined platform.

Enhance Client Satisfaction with a Personalized Experience

Empower your clients by giving them the tools they need to manage their care. TheraSoar’s intuitive client portal enhances engagement, helping you build lasting client relationships. Personalized features like progress tracking and appointment rescheduling foster client retention and satisfaction, improving overall treatment outcomes.

Optimize your workflow with built-in smart features
Clients can complete intake forms and questionnaires online, saving time before sessions.
The portal improves client retention by offering a seamless and user-friendly experience.
Unlimited client access means you can scale your practice without system restrictions.
All practice functions, from scheduling to billing, are managed in one centralized platform.
You can view all client sessions, notes, and activity logs in one organized page for quick reference and smooth case management.
Empower clients with self-booking

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.

How to Add a Client to my TheraSoar Account?
Adding a client to TheraSoar is quick and easy. Simply follow these steps to ensure all the necessary information is captured for seamless management of their care.
On the dashboard, find the "Clients" section. Click on it to access the client management area.
Click "Add New Client"
Fill in the required personal info about your client. If needed, you can add any relevant notes about the client’s care, treatment preferences, or additional details that might be helpful for your records.
Once all fields are filled out, click "Save" to store the client’s information in your TheraSoar system.
After saving, review the information to ensure all details are correct. You can always edit or update the information as needed.
Is it possible for clients to submit intake forms and questionnaires?

Yes, clients can complete all necessary intake forms and personalized questionnaires via the portal. This streamlined process ensures you have all relevant information upfront, saving time and improving the overall client experience.

Can clients pay invoices through the portal?

Yes, clients can securely process payments via cash, bank transfer, or credit card directly through the portal. Payment reminders can be automated to help streamline payment processing, reducing administrative workload and improving cash flow.

Can clients access their treatment progress or track their results?

Yes, clients can easily access their progress through the portal. Whether it’s viewing session notes or tracking outcomes from personalized treatment plans, the portal offers a clear view of their journey, improving their engagement with your practice.

Are there any limits on how many clients can use the portal?

No! There are no limits. Every client you work with can access the portal, ensuring a uniform experience for all users, whether you're managing a large private practice or a small mental health clinic.

Why Mental Health Practices Trust TheraSoar's Practice Management Software?
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Reduces time spent on repetitive admin tasks
Helps maintain smoother workflows and smoother cash flow
Supports solo and group practices in delivering exceptional care
Flexible invoicing solutions from customizable templates to unlimited invoices
No setup fees. Free trial. Transparent pricing.
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Can I add, edit, or remove clients from the portal?
Yes. You can easily manage client access by adding new clients, updating their profiles, or granting/removing portal permissions, all within your provider dashboard
Can I use the Client Portal for project management in my private practice?

Yes, TheraSoar’s Client Portal includes features that help you manage various projects in your private practice. From treatment planning to billing, the platform provides a centralized space to streamline practice functions and improve smoother workflows.

How does TheraSoar improve client engagement and retention?

TheraSoar enhances client engagement by providing them with easy access to personalized care tools, including appointment scheduling, progress tracking, and secure messaging. By simplifying their experience, you can increase client satisfaction and retention.

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.

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.

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?
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Get in Touch
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