One timeline per client
Notes, key ideas, tasks, focus areas and worksheets live on a single timeline — each linked to the session it came from. Walk into every session knowing exactly where you left off.
Bookings that file themselves
Connect Calendly once, and new bookings land on the right client's profile — drawing down their session package automatically. Bookings from someone new wait in an inbox until you match them.
Structure, not blank pages
Bring your own method — as fill-in worksheets in each client's workbook, linked to the sessions where you used them. Structured notes you can actually track across an engagement.
Hours that count themselves
Every completed session logs toward whatever hour targets you're working to — paid and pro-bono tracked separately, live progress on your dashboard. Retire the spreadsheet.
Packages, sessions, invoices — settled
Sell session packs and watch balances draw down as sessions complete. Turn a package — or a single session — into an invoice in one click. Double-billing is impossible by design.