Welcome to the Bookwell Therapist Guide. This documentation helps you manage your daily work efficiently.
What You Can Do
As a therapist, Bookwell helps you:
- View Your Schedule - See upcoming appointments and availability
- Manage Appointments - Check in clients, add notes, mark complete
- Track Clients - View client history and preferences
- Set Availability - Request time off and adjust your schedule
Getting Started
Logging In
- Open the link provided by your administrator
- Enter your email and password
- Complete two-factor authentication (if enabled)
Your Dashboard
After logging in, you'll see:
- Today's Appointments - Your schedule for the day
- Upcoming - Next few days at a glance
- Notifications - New bookings, changes, messages
Quick Links
Your Schedule
View and manage your calendar and availability.
Managing Appointments
Handle check-ins, notes, and appointment flow.
Client Notes
Record and access client information.
Daily Workflow
Before Your Shift
- Review today's appointments
- Check for any notes or special requests
- Prepare treatment rooms
During Appointments
- Check in the client when they arrive
- Provide the service
- Add session notes
- Mark appointment complete
End of Day
- Verify all appointments marked complete
- Review tomorrow's schedule
- Request any needed schedule changes
Mobile App
Bookwell is available on mobile for on-the-go access:
- View your schedule
- Receive notifications
- Check client details
- Add quick notes
Download from the App Store or Google Play.
Getting Help
If you need assistance:
- Check this documentation
- Contact your administrator
- Use the in-app help feature
Permissions
Your access may be limited based on settings chosen by your administrator:
| Feature | May Be Restricted |
|---|---|
| View client contact info | Admin controlled |
| Modify your schedule | May need approval |
| View payment details | Often restricted |
| Cancel appointments | Usually admin only |
If you need access to a restricted feature, speak with your administrator.