Monthly Gross
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Monthly Expenses
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Monthly Net Profit
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Tax Provision (Set Aside)
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Sessions Held
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Outstanding Arrears
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Gross Income by Payment Method
Yearly Revenue Bar Chart
Current Month's Sessions
0 sessions| Client Name | Date | Format | Status | Net Yield | Actions |
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| Client Name | Start Date | Hourly Rate | Phone | Arrears | Status |
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Month Year
Selected Day's Agenda
Upcoming Scheduled Sessions
Ledger & Chart Filters
Practice Expense Ledger
| Date | Description | Category | Amount | Receipt | Action |
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Document Generator
Generate pre-filled, print-ready forms and contracts. Select a client and template to begin.
Live Document Preview
Select a client and template to preview.
Client Name
Upcoming Scheduled Session
Record New Session Log
Client Documents & Attachments
Securely store and manage signed contracts or related files for this client.
Session History Timeline
Onboard New Client Record
Practice Setup Configurations
Google Calendar Auto-Sync
Automatically add scheduled sessions directly to your Google Calendar in the background. Reminders set during booking will sync as native calendar alarms.
Backup & Data Archive
Your practice data is automatically synced to your connected Google Drive. You can also download a complete ZIP document archive at any time for offline storage and personal records.
Annual Financial & Tax Exporter
Compile and download a comprehensive financial archive, including CSV ledgers, document attachments, and tax summaries.
Subscription & Billing
SessionVault Pro includes unlimited clients, encrypted clinical notes, cloud sync, and practice invoicing.
Google Account
Your practice data syncs seamlessly and automatically to your connected Google Drive account in the background.
Passkey Security
Protect your workspace behind your device's biometric scanner (Touch ID, Face ID, or Windows Hello). Toggle on to enable or register.
Master Password
Update your Master Password. You can do this securely at any time as long as your workspace is currently unlocked.
Log Out Session
This will disconnect your Google Account (if synced), lock the application, and require you to sign in again to access your practice data.
Help & Support
[email protected]Have an issue, a billing question, or feature request? Submit an enquiry or get directly in touch with our team.
⚠️ Danger Zone: Clear Data
WARNING: Irreversible. Permanently erases all local & cloud data. Ensure you have a backup file first!
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Admin Console
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