Dashboard
The dashboard is your home screen when you log in. It gives you a real-time snapshot of your day and your practice.
Status cards
Three cards appear at the top of your dashboard:
Today's Sessions
Shows how many sessions you have scheduled today (excluding buffer blocks). On mobile, a date badge shows the current month and day.
Sessions This Week
Displays your completion ratio — for example, 5/8 means you've completed 5 out of 8 scheduled sessions this week.
Ready to Bill
Shows the total dollar amount and number of completed sessions that haven't been billed yet.
Session timeline graph
Below the status cards, a visual graph shows your sessions over time:
- Desktop: 30-day view
- Mobile: 7-day view
Each bar is color-coded by session status:
| Color | Status |
|---|---|
| Blue (outlined) | Upcoming / Scheduled |
| Green (outlined) | Completed and billed |
| Yellow (outlined) | Completed but unbilled |
| Red (outlined) | Overdue — past the scheduled time but not completed |
| Orange (outlined) | Elapsed — awaiting completion |
| Gray | Cancelled or no-show |
A Bill Week button lets you batch-bill all eligible sessions for the week.
Today's sessions
A list of all sessions scheduled for today. Each session card shows:
- Client name
- Time range and duration
- Status badge — Scheduled, Completed, In Progress, Cancelled, or No Show
- Additional badges:
- "Needs Completion" (amber) — Session time has passed but it hasn't been marked complete
- "Plan" (purple) — An upcoming session you can prepare for
- 🔄 Recurring icon — Part of a recurring series
Session cards are color-coded to match the timeline graph. Click any session to open the session management page.
Quick actions
Two buttons appear at the top of the Today's Sessions section:
- Generate Activities — Opens the AI batch activity generator for all of today's sessions
- Bill Today — Opens the batch billing modal for today's completed sessions
Empty state
If you have no sessions scheduled, you'll see a calendar icon with "No sessions today."