—— Industry Solutions
Therapy & Coaching
Privacy-first sessions, recurring blocks, encrypted notes — for therapists and coaches.
What it solves
Therapy & Coaching
Therapy and coaching practices need a calendar that respects privacy and a notebook that respects clinical depth. Momentfy ships with the Calendar configured for recurring weekly blocks, encrypted SOAP notes via Medical Records, branded Client Portal intake forms with consent capture, the Catalogue for session packs and sliding-scale pricing, and Follow-up Tasks for between-session homework — all under role-based access so admins never see notes.
The operational pain this setup is designed to remove.
- 01Notes scattered across paper, Notion and email
- 02Repeating weekly slots that break the moment a client moves a session
- 03Cancellations inside policy with no automated charge
- 04Intake forms collected on paper and re-keyed by hand
What you get
Everything below ships in the base source — no upgrade tier required.
What you get.
- 01Recurring weekly slots with smart move + cascade options
- 02Encrypted session notes with SOAP and free-form templates
- 03Session packs and sliding-scale pricing per client
- 04Late-cancel fees auto-charged by policy window
- 05Portal intake with digital consent and signed waivers
- 06Between-session homework via Follow-up Tasks
- 07Role-based access — admins never see clinical notes
- 08Recurring invoicing for retainer-based engagements
-42%
No-show drop
+28%
Weekly sessions
-35%
Session notes time
Benchmarks are illustrative — drawn from early operators and industry norms, not a guaranteed result.
Built on
Modules and add-ons bundled into this configuration.
Who runs it
A handful of ways operators configure this today.
Solo therapists, group practices, coaches and counselors running by-appointment work.
Solo therapist with weekly recurring clients on sliding-scale fees
Group practice sharing rooms across multiple clinicians
Coach selling 6-session packs and quarterly retainers
Online-only counselor running portal-only intake and billing
Quick answers
Are session notes private from front-desk staff?
Yes — clinical notes are role-gated. By default only the assigned clinician (and explicitly granted supervisors) can read them; admin staff see appointment metadata and billing only.
How does sliding-scale pricing work?
Each client can carry a price override per service. The catalogue stores the standard rate; the override is applied at billing and shown on the portal so there's no surprise.
Can I run a weekly recurring slot for years?
Yes. Recurring rules generate the calendar lazily; if a client moves one session you choose whether it's a one-off shift or a permanent move-forward of the recurrence.
Ready to ship yours?
Ready to ship yours?
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