Running Your Practice
Running Your Practice
Sessions, voice notes, AI tools, packages, receipts with your own tax, calendar, appointments, birthdays and the client journey.
ChartVault is also a full practice-management suite. Everything around the chart — the sessions you hold, the money you take, the appointments you keep — lives here, tied back to each client.
In this section
- Logging sessions — date, topic, notes, fee, currency, and a Next Focus reminder that becomes a future nudge.
- Voice-dictated notes — speak a session into the Notes and Next Focus fields.
- AI session tools — turn one note into an objective summary, a transit-grounded 1- and 3-month roadmap, and critical insights.
- Session packages — sell a prepaid 3/5/yearly bundle that draws down automatically and surfaces the client's next ideal booking window.
- Receipts & your own tax — one-tap PDF receipts with the rates you define (GST, HST + compound PST, VAT on-top or inclusive).
- Calendar & scheduling — click any day to review or book.
- Upcoming appointments — with an ✨ AI pre-session brief, WhatsApp reminder, confirm and no-show controls.
- Birthdays — every birthday is a new profection year and a dated reason to book.
- The Client Journey — one timeline with your sessions below and the sky above.
Detailed how-to pages for each are being written.