Every update to Soul Care Dashboard, newest first. We build in the open and ship often, so check back anytime.
Your public page now collects appointment requests instead of booking time slots directly. A visitor shares their name, contact info, and what brings them to counseling, and the request lands in your Waiting list for you to review, so you decide who gets on the schedule and when. Nothing is created in your records until you say so.
Direct self-booking from your public page is now off by default and controlled by a new switch in Organization admin under Preferences. If you turn it back on, visitors can book real time slots directly, so we recommend leaving it off and working from requests.
The waiting list stays visible to your whole team, and now each entry is protected: only an admin or the counselor it's assigned to can edit or start care, and only admins can remove entries. Unassigned entries can still be picked up by anyone, so nothing waits on one person.
Connect your own Stripe account in one click and start collecting from clients. Payments run through your account, so you stay in control of your money and your payouts. Set it up in Organization admin under Payments.
Turn on online donations and your ministry gets its own giving page. Share your link and supporters can give online in a few taps, with the gift going straight to your Stripe account. Prefer to handle giving elsewhere? Leave it off. Flip it on or off anytime in Payments, where you will also find your giving link and total gifts received.
Connect your Planning Center account and import your congregation into Soul Care Dashboard as contacts, no re-typing. Search and check exactly who to bring in, and duplicates are skipped so re-importing is safe. Set it up in Organization admin.
Forms can now be marked Required before care, Optional, or Manually assigned. A required form is automatically sent to every new client and flagged in their portal, so intake paperwork assigns itself instead of being sent by hand.
Counselors can set journaling prompts for a client, and the client writes journal entries from their own portal. Their entries appear on the client's page for the counselor to read.
When a supervisor marks a note reviewed, it now records a sign-off date, shown right on the note. And if a completed session goes three days without a note, the counselor gets a gentle email reminder so nothing slips.
Organization admins get a new Queue health view: each counselor's active caseload against a limit you can set (with an "at limit" or "over limit" flag), and a list of active clients who haven't been seen in 30+ days. The waitlist now also shows how long each person has been waiting.
A case can now carry a counseling category, a stress level (1 to 5), and a short reason for its current status (active, on hold, or closed). Set them in the Classification card on the case page.
Counselors can now keep their certifications on record, certifying body, credential or title, ID number, issue and expiration dates, and any restrictions, and upload the certificate document itself. Admins get a roster of every counselor's credentials that flags anything expiring soon or expired. Find it in Settings under Credentials, and in Organization admin.
Clients can now get appointment reminders by text message as well as email, at the times you choose (anywhere from 48 hours down to 15 minutes before a session). Turn it on and pick the timing in Settings under Text reminders. Reminders go out in the client's timezone, and replying STOP always opts them out.
Each client record now has a Church membership card: member status, plus their pastor, elder, deacon, and small group. A client's church context now lives right alongside their care.
You can now pick exactly when clients get their reminder emails, any mix of 48 hours, 24 hours, 8 hours, 4 hours, 1 hour, and 15 minutes before a session. Set it in Settings under Email reminders. Reminders still arrive in each client's own timezone, respect anyone who has opted out, and go to a guardian when the client is a minor.
Click any appointment to open a dedicated session page with everything in one place: the people involved, the counselors, billing, your session notes, homework, and client feedback. The browser back button and a refresh both keep your place.
Set up the physical locations you counsel from, then choose a location, or video with Google Meet or Zoom, for each session.
Assign a lead counselor and add co-counselors to a session and its case, with one clear lead per case. Counselors come from your own organization, and adding one to a session adds them to the case too.
Upload a document to any session note, a scanned form, a PDF, a photo, and download it whenever you need it. Files are stored securely.
Click a homework item to see its full instructions and dates, and edit the title or instructions if something changes. Clients still mark their own homework complete from their portal.
Adding a session note now opens a quick pop-up right where you are, instead of taking you to another page, so you never lose your place.
Admins can now preview exactly what a client or a partner church sees in their own portal. Open Admin, find them under Preview portals, and choose View as. It is read-only, so you can look around freely without changing anything, and a banner keeps it clear you are previewing. Exit drops you right back to your admin view.
A new home widget lists your next five confirmed sessions with the client, format, date, and time, so what is coming up is always in view. Add or remove it like any other widget.
Your Schedule page now opens on a real month calendar, with each day's sessions shown right on the date and easy month to month navigation. Prefer a list? The Upcoming view is one click away.
Your home now greets you by name with the day's date and how many sessions you have scheduled today, with a bit more breathing room throughout.
Admins can now download a complete copy of the organization's data as a single file: clients, cases, session notes, appointments, forms, messages, and invoices. Card numbers are never stored here, so they are never in the file. You will find it in Admin.
If you ever decide to leave, an admin can permanently close the organization from Admin. All of your counseling records are erased, and only the billing history is kept, with names, for accounting. It asks you to type the organization name first, so it cannot happen by accident. We would rather you stay, but your data should always be yours to take or to close.
Admins now have an activity log in Admin: a running record of sign-ins and of who viewed or changed client records, session notes, and payments across the organization. It is there for accountability and peace of mind, so you can always see what happened and when.
Admins can now open a counselor's account with "View as" to see exactly what they see and help them set things up. It never lets an admin touch session notes, messages, or clients, only account settings. And each counselor has a switch in their own settings: admins can always view to help, but a counselor decides whether admins may also make changes. Every "View as" is recorded in the activity log.
The left menu got a refresh: tighter spacing, quieter icons, and clearer section labels so it is easier to scan. The profile area at the bottom is redesigned too, with your photo, your roles, and one-tap buttons for your settings and signing out. Collapse the sidebar and it slims down to just the icons and your photo.
Little confirmations and messages, like when something saves or a connection hiccups, now appear as gentle notices inside the app instead of the browser's plain popups.
If your email belongs to more than one organization (say you counsel in one place and receive care in another), signing in now lets you choose which space to enter. If you only belong to one, nothing changes.
Prefer one less step? You can now sign in with your Google account in a single tap, right from the sign-in page. The one-time email code still works exactly as before, so use whichever you like. Google sign-in works for anyone whose account email matches their Google address.
Your weekly hours cover the usual week, but life has exceptions. Add a date override to set different hours for a specific day, or mark yourself unavailable, and you can pick several dates at once. Overrides flow straight to your booking page, so clients only ever see the times that truly work. If a date you are changing already has a session booked, we show it to you first so nothing catches you by surprise.
Connecting Google Calendar, choosing which calendars to check for conflicts, and picking where new bookings land now sit right on your Availability page, next to your hours where they belong. Adding another Google account is one click away.
Refreshing the page used to send you back to the home screen. Now the dashboard remembers the page you were on and brings you right back to it.
Build your own questionnaires (a weekly check-in, an assessment, whatever you need) with different question types, then send a form to a specific client. They fill it out right in their portal and their answers come straight back to you. Your intake questions now live alongside these in one Forms area under Admin.
Open a case and drag its cards by the handle on the left into whatever order works best for you. Your layout is remembered.
A gentle color refresh: cooler, quieter neutrals and a softer, more cohesive set of status colors, so the things that matter stand out without the screen feeling busy.
Everything now lives at one simple address. Visit soulcaredashboard.com for the site and sign in at soulcaredashboard.com/login. Your dashboard and your clients' portals live here too, so there is just one place to remember and to share.
Soul Care Dashboard now shows its own icon in your browser tab, so it is easy to spot when you have a few tabs open.
A plain-language page that lays out exactly how we protect your data: who can see what, how sign-in and payments are secured, where your information lives, and what we do not do with it. We only claim what is actually true, and we say plainly that this is soul care software, not a medical or insurance system. Find it linked in the footer of every page.
Counseling is now organized around cases. A case is a whole situation, a marriage, a family, an individual in a season, and it holds the people involved, the counselors, any advocates and churches, who pays, the appointments, and case-level notes and documents. One person can be part of more than one case over time. Open a case for a single hub with everything in one place, and tag each case with a focus like anxiety, marriage, or grief.
Your people are now Contacts: one directory for clients, advocates, emergency contacts, and anyone else, each with a first, middle, and last name and one or more types (someone can be both a client and an advocate). Filter by type or find the people without a case, and see every case a person is part of. A person counts as an active client while they are in an active case.
When you book, you can attach the session to a case, or choose Consultation for a first meeting that is not yet a case. Your home dashboard now counts active clients by who is in an active case.
Alongside the session notes tied to each appointment, every case has its own general notes and documents for the situation-level things that do not belong to a single session.
Assign homework to a case and it goes to that case's clients, each tracked on their own. It shows in the case, and each client sees it in their portal to mark done.
Messages now work like texting. Message one person or a whole group, and everyone included sees the replies; clients answer from their portal. Threads live with the case, and the payer is never a recipient.
Add an advocate to a case's People as an "Advocate" and they get their own passwordless portal login, scoped to just that case's messages. They never see private case notes, homework, or invoices.
Clients now get an email reminder the day before and shortly before each session, in their own timezone, with the join link. Turn it on or off in Settings; clients can opt out from their portal. Minors' reminders go to their guardian.
Shrink the left menu to a slim icon rail for more room, with the item names on hover. Use the round toggle on the sidebar edge, or just drag it narrow. It remembers your choice, and tucks itself into the rail automatically on smaller screens.
A pass of visual polish: a larger logo, more breathing room at the top, the active menu item in your brand color, menu folders grouped in soft panels, tidier dropdown menus, and a matching profile card.
Set your organization's look in one place. Upload your logo and choose an accent color (buttons, highlights, and active items) and a sidebar color, and watch it preview live as you pick. The sidebar text, menu highlights, and your logo adjust automatically to stay crisp on whatever colors you choose. Everyone in your organization sees your branding, while other organizations keep the standard look.
Your home screen now opens with a clear overview: this week's sessions, active clients, and collections, today's schedule, a month calendar, and recent invoices. It is still yours to arrange, so you can drag cards to reorder them and add or remove them anytime.
Prefer Zoom? Connect your own Zoom account and choose whether new video sessions use Google Meet or Zoom. Either way, the right join link is added to the client's confirmation automatically.
Link several Google accounts at once, pick which of their calendars to check so your booking times steer clear of every conflict, and choose the one calendar that new sessions are added to.
Counselors and clients can now be anywhere. Each counselor sets their own timezone, and their booking page automatically shows every available time in the client's local timezone. Confirmation, reschedule, and reminder emails show the time in each person's own timezone too, so there's never any confusion about when a session actually is.
Admins set up each appointment type with its own session lengths (a consultation might be 30 minutes, a counseling session 50 or 90). Counselors then choose which types they offer and which lengths for each, and clients pick a type and a length when they book.
Admins can limit each appointment type to specific counselors, so a type like a free consultation can be offered only by certain people. By default every counselor can offer every type.
Admins can permanently remove a client and their counseling records when asked, while keeping the anonymized billing history your accounting needs. Part of an ongoing privacy and security review of the platform.
The dashboard now works out what each counselor is owed, automatically. Set your organization's revenue split once (with per-counselor and per-session overrides when needed) and every paid session is divided as the money lands. Counselors get a private My Earnings view; admins get a monthly payroll table with mark-as-paid and adjustments. Payouts stay with your own payroll system.
Every counselor gets a public profile page: photo, bio, areas of counseling, certifications, services, languages, location, and a book button, plus optional live stats (sessions completed and average rating, straight from their real records). Counselors manage it themselves, reorder or hide sections, and share one link.
The whole dashboard has a cleaner, more professional look: calmer colors, quieter cards, a refined sidebar, and one clear action color. Emails match the new style too.
A public page listing every update to the product, so you always know what's changed.
The standard consent and agreement texts were reviewed and polished for clarity.
Clients securely save a card during intake and counselors charge sessions with one click. Invoices reconcile automatically, and pay-what-you-can arrangements are fully supported.
Partner churches get their own sign-in to see members in care (only with each member's written consent), exchange messages with counselors, and receive church-only care updates. Session content is never shared.
Churches can deposit funds that cover their members' sessions. Balances draw down automatically, low-balance alerts go out, and nothing is ever charged without a clear decision.
Clients review and sign agreements right in the intake flow, with a drawn signature. Signed records are stored exactly as signed, and admins manage the form library.
Admins define the session types your organization offers, with duration, billing, and public availability per type. Free consultations stay free automatically.
Set your weekly hours (split ranges welcome, like 12 to 2 and 4 to 6), and your public booking page offers only times that truly work: existing sessions, buffers, notice windows, and even busy blocks from your Google Calendar are respected.
Guardian-managed accounts: the parent or legal guardian signs in, consents, pays, and receives all communication on the minor's behalf.
Include advocates in sessions, and let someone other than the client (a family member or a church) securely cover the bill with their own card.
An optional organization setting that invites clients to rate sessions and share feedback; admins see counselor averages.
Every client records an emergency contact during intake, visible on their page when it matters.
Create your own sidebar folders and arrange the menu your way, customize home widgets and stat tiles, and enjoy the refreshed look. Organizations can apply their own logo and colors for everyone in the organization.
One-step reschedule that keeps the video link and notifies everyone, duplicate-email warnings when adding clients, and a resend-invite button.
Client records, scheduling with a month calendar, session notes with supervisor review, homework and resources, secure messaging, a client portal, and a public booking page, all in one place built for biblical counselors.
No passwords to remember or leak: a one-time code arrives by email whenever you sign in.
Connect your Google Calendar and every session lands on it automatically, video sessions included, with a Google Meet link created and shared for you.
Booking requests, confirmations, cancellations, and welcome emails, all branded and delivered automatically.
We are putting the finishing touches on Soul Care Dashboard.
Leave your email and we will let you know the moment it is ready.