Counseling Software That Protects Your Time and Your Clients
Scheduling chaos and billing gaps drain your energy and your practice. Smarfle handles the admin so you can focus entirely on your clients.
34
28
$6,800
4
Client A.
Individual Therapy Session
Client B.
Intake Assessment
Client C.
Couples Counseling Session
Client D.
Follow-Up Session
Sound familiar?
Scheduling and Rescheduling Eats Your Evenings
Clients cancel, reschedule, and request new times constantly. Without self-service booking, every change requires a phone call or email exchange. You spend your evenings coordinating next week's schedule instead of resting between sessions.
Intake and Onboarding Is Inconsistent
New clients need intake assessments, consent forms, and scheduling, but the process varies depending on who handles it. Some clients fall through the cracks between initial contact and first session because the onboarding steps are not tracked systematically.
Invoicing Gets Delayed or Forgotten Entirely
When you are between sessions all day, invoicing happens at night or not at all. Late invoices confuse clients, delay payment, and create awkward conversations that undermine the therapeutic relationship.
Built for counseling businesses
Not a generic CRM. Every feature is tailored to how counseling companies actually work.
Session Scheduling With Client Self-Booking
Clients view your available time slots and book sessions themselves. Recurring weekly appointments are set once and repeat automatically, eliminating the weekly scheduling dance.
Automated SMS Session Reminders
Clients receive text reminders before each session. Reduce no-shows and last-minute cancellations so your schedule stays predictable and your income stays stable.
Auto-Invoice After Every Session
When a session is marked complete, an invoice generates and sends to the client by email. No end-of-day billing backlog and no awkward payment conversations in session.
Client Portal for Appointments and Billing
Clients log in to view upcoming sessions, past appointments, and billing history. They manage their own scheduling and payments without calling your office.
Practice Revenue and Caseload Reports
Track revenue per therapist, session frequency, and client retention. Understand your caseload capacity and make informed decisions about accepting new clients.
Is Smarfle the right fit for your counseling business?
We built this for a specific type of business owner. Tap each one that sounds like you.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
Sensitive, Professional Client Communication
All automated messages are configurable to maintain the tone and boundaries your practice requires. Appointment reminders are brief and professional, without revealing session details. Client portal access is private and secure, giving clients control over their own scheduling and billing without exposing sensitive information.
Everything your counseling business needs
Three ways Smarfle transforms how you operate, get paid, and grow.
Client Self-Booking
Clients view your available slots and book sessions directly. Recurring appointments repeat weekly without requiring re-confirmation each time.
SMS Session Reminders
Professional, brief reminders go out before each session. Configurable messaging ensures the tone matches your practice standards.
Intake Tracking
Track where each new client is in the onboarding process. No one falls through the cracks between initial contact and first session.
Caseload Visibility
See your weekly session count and capacity at a glance. Know when you have room for new clients and when your caseload is full.
Plans that grow with your counseling business
All plans include a 7-day free trial. No credit card required.
Starter
Solo operators & small teams
- Up to 3 users (1 owner + 2 techs)
- Up to 100 clients
- 1 GB storage
- Unlimited work orders & invoices
- Client portal
- Scheduling calendar
- Reports & analytics
- Review requests
- Voice AI receptionist (usage-based)
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- GMB rank tracking
- Voice AI receptionist (usage-based)
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Voice AI receptionist (usage-based)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Counseling CRM questions
Ready to run your counseling business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
7 days free · No credit card · Cancel anytime