Scheduling
Smart Scheduling for Therapists and Healthcare Providers
TheraSoar’s scheduling tool is a practice-first calendar system built specifically for behavioral health professionals. Unlike generic appointment apps, it’s deeply integrated with clinical workflows, making it effortless to manage sessions, sync with treatment plans, and minimize administrative friction. Whether you’re a solo therapist or part of a growing group practice, TheraSoar helps you stay fully booked, on time, and in control.
A Calendar That Works for You
Experience streamlined practice management with a calendar designed for flexibility and control.
Smart scheduling that adapts to your workflow
Block availability for sessions, documentation, and breaks
Easily manage group, individual, and recurring appointments
Access your schedule from any device, whether in the office or during accessible telehealth sessions
TheraSoar supports comprehensive care with features that help therapists deliver quality patient care while spending less time managing admin tasks.
Customize your availability

Set your working hours, block off personal time, and create recurring sessions effortlessly. Whether you work full-time or part-time, in-person or remote, TheraSoar adjusts to your rhythm.

See everything at a glance

Get a full view of your schedule by day, week, or month. Toggle between providers in a group practice or filter by appointment type, location, or client.

Reduce no-shows with automated reminders

Keep clients on track with automated appointment reminders via SMS, email, or in-app notifications. Increase attendance and improve continuity of care without lifting a finger.

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.

Optimize your workflow with built-in smart features
AI-suggested appointment slots based on your availability and client preferences
Real-time updates and rescheduling options for last-minute changes
Waitlist automation to fill canceled slots quickly
Seamless integration with Telehealth, Billing, and Client Notes
Syncs with Google, Apple, and Outlook calendars
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 Use the Scheduling Feature in TheraSoar
TheraSoar’s scheduling feature helps therapists manage appointments efficiently. It lets providers manage their time efficiently by offering two key types of appointments:
Client Sessions (Session-Based Appointments)
Personal or Admin Events (Time-Blocking/Non-Client Events)

Practice in harmony. Schedule with TheraSoar.

Experience the intelligent solution for today’s mental health challenges, from client management to payment processing, we help you focus on what matters most: care.
1. Set Up Your Availability

Before scheduling sessions, go to your Profile section to set your working hours. TheraSoar will only allow clients to book within these available time slots. You can also define the services you offer and their durations.

2. Access the Calendar

Navigate to the Calendar tab from your dashboard. This is your main hub for viewing and managing sessions. You’ll see: Sessions from yesterday, today, and tomorrow, Booked appointments by the provider, Requests from clients, Filters to view sessions by day, week, or month

3. Select a Time Slot and Enter the Details

Click on the date and time you want to schedule a session. This will open the appointment setup form.

4. Submit the Session

Once all details are entered, click Submit to save the appointment. The session will now appear in the calendar and will be visible to both the client and provider in their portals.

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.
Still have questions?
We’ve got your back
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.