Counselling and pastoral care
A confidential log of counselling sessions, with appointments, texts and reminders.
Max plan and above Open in WorshipHQ
- 1Go to Counseling and choose New session.
- 2Choose the Type. Choose Other and a box appears to type what it is.
- 3Search for the Member, or choose Not a member and type their name. A Phone number box appears so you can reach them.
- 4Pick the Counselor, the Session date and, if you are booking, the Appointment date and time.
- 5Write a short Summary and your confidential Notes, then choose Save session.
Text the person
- Tick Text this person about the appointment and they get a reminder the day before, automatically, between 8am and 8pm.
- Tick Text them a confirmation now to send a booking message as you save. If you move the appointment, tick it again to tell them it changed.
- Use the speech bubble on a session to send a Reminder, an Update or your own words whenever you like. You can read and edit the message first.
- Every text sent is listed on that session.
Texts say who, when and with whom, never what the session is about, because an SMS is not private. Texts use SMS credits.
Edit, filter, follow up
Use the pencil to edit any session. Filter by status, type, counselor and period, or click Upcoming appointments or Follow-up overdue to focus. Each session is Open, Follow-up or Closed.
Counselling notes are confidential. Only give access to people who should see them (see Team members and roles).