Organize your practice with client and session tags đ·ïž
You can now tag clients and sessions with anything that helps you organize your practice, like an employer contract, a program or a referral source. Then you can filter your client list and reports by tag.
New sessions inherit tags: sessions you create pick up the clientâs tags automatically, so you donât have to tag every session by hand.
Past sessions keep their original tags: if you change a clientâs tags later, earlier sessions donât change, so your reports stay accurate.
The Assistant works with tags too: you can ask the Assistant about your clients and sessions by tag.
More updates
Recording on your lock screen: when you record a session in the iOS app, your lock screen now shows whether itâs recording or paused. You can check on it without unlocking your phone, and itâs much harder to forget a recording is still running.
Client picker in the Assistant: ask about âmy clientâ without naming anyone, then pick from a searchable card. Clients youâve mentioned in the conversation are suggested first.
Full names in signatures: your middle name and suffix now appear in your signatures.
Try tags on your client list â
Have an idea for what we should build next? Request a feature or see whatâs on the roadmap.