Client Profile: Activities, Resources, Chat & Journals
Share activities with a client, add resources to your library, message clients, and review their AI chat and journal entries.
4 articles in this topic
Client profile: Pro Activities
The Pro Activities tab shows the activities you’ve shared with the client, such as a guided meditation or a breathing technique, with a due date for each. Use it to share a new activity, change one, or remove it.
2 min readAdd a resource
Resources are the materials you share with clients, such as guided meditations, breathing techniques and worksheets.
1 min readClient profile: Chat
The Chat tab has two conversations with the client. Direct with the client is your private message thread with them.
1 min readClient profile: Journals
The Journals tab shows the journal entries the client has written, newest first.
1 min readStill need a hand?
Our team is happy to help. Reach out with a question, or book a live walkthrough and we'll show you around.
