Once your custom form is ready, just click “Share Form” and select the client you want to send it to directly from your dashboard. Clients receive a notification and can securely complete the form within their account. No extra logins or apps are required.
Keep track of how many clients have submitted their intake forms with real-time tracking on your dashboard. This overview helps you follow up efficiently with clients who haven’t completed their forms yet.
Need a client intake form template but not sure where to start? TheraSoar’s AI assistant can generate customized forms based on your specialty or service model in seconds.
All completed intake forms are securely stored in your TheraSoar dashboard. Access client responses anytime and download them with a single click. Whether you want to print physical copies, save digital records, or integrate data into your own systems, this feature offers you complete control over your client information.
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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.
Yes, you can enable notifications to receive email alerts every time a form is submitted.
Yes! Each client receives their own copy of the form, so multiple clients can complete the same intake form independently without interference.
Yes. You can edit the form, but changes will only apply to new shares. Forms already sent to clients will not update automatically to prevent confusion or data inconsistency.
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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