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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:

ColorStatus
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
GrayCancelled 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."