Scheduling & Booking
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      Using Client Journals on Heallist

      What Are Client Journals?

      Client Journals give clients a secure way to reflect on their healing journey between sessions. They can write updates, capture insights, and attach images to track progress over time. Journals are connected to specific sessions, helping both clients and practitioners see patterns and growth.

      Clients decide whether to keep an entry private or share it with their practitioner. Practitioners only see shared entries.

      Client Journal

      For Clients

      How to Create and Share a Journal Entry

      1. Log into your Heallist account.

      2. Go to My Bookings.

      3. Click the session you want to reflect on (Session Details).

      4. Click on Add Journal button.

      5. Write your notes, attach images if needed, and choose:

        • Keep Private – only you can view it.

        • Share with Practitioner – your practitioner will be notified and can view it.

      6. Click Save.

      7. Confirm by clicking Notify button in "Notify your practitioner" popup window.

      Tip: After each completed session, you’ll receive an email inviting you to:

      • Share a review of your session.

      • Add a journal entry for that session.

      Screenshot 2025-08-11 at 5.15.11 PM

      For Practitioners

      How to View Client Journal Entries

      You will only see entries that a client has chosen to share with you.

      Option 1 – From a Bookings Page:

      1. Log into your Heallist account.

      2. Go to your Bookings page.

      3. Open the relevant booking (Session Details).

      4. Click Client Notes → Journals to see any shared entries and attached images.

      Option 2 – From the Client Page:

      1. Go to your Clients section.

      2. Click on the client’s name to open their profile.

      3. View their complete session history and access shared journal entries directly from this page. You will see a journal icon next to the session that has content.

      Notifications:

      • You’ll receive an email whenever a client shares a new journal entry with you. From the email, you will be redirected to the specific note by clicking the button "View client journal".

      Best Practices

      For Clients:

      • Write entries soon after a session while details are fresh.

      • Use images to document physical changes, setups, or relevant visuals.

      • Review past entries to see how far you’ve come.

      For Practitioners:

      • Read shared journals before your next session to personalize your approach.

      • Acknowledge shared entries with a quick message or discussion in the next session.

      • Use journal insights to track long-term progress.