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Client portal for therapists & counselors

A therapy and counseling portal is where clients work through the homework set between sessions, and each therapist keeps session notes that only they can read.

Pattern: Tracking

Describe it to Pory

“Our counseling practice needs a portal where clients see the homework we set between sessions, and each therapist keeps private notes on their own clients' sessions.”

Viewing as

My sessions

Sessions

Setting a wind-down routineOct 15, 2026Jordan Sorensen17:30Attended
Talking to your managerOct 29, 2026Jordan Sorensen17:30Booked
Looking back at six sessionsNov 12, 2026Jordan Sorensen17:30Booked
Sunday-night worryOct 1, 2026Jordan Sorensen17:30Attended
First session: sleep and shift workOct 16, 2026Sam Okoro12:00Booked
First session: what brings you inOct 8, 2026Nadia Rahman10:00Attended
Building a weekly routineOct 22, 2026Nadia Rahman10:00Booked

Showing 1–7 of 7

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In plain English

How Pory sets it up

Pory gives every client, therapist and practice manager a sign-in of their own. Each client sees only their own sessions. It covers sessions, notes and homework. Sessions, homework, forms, invoices, shared files and team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Session notes stay with the therapist who wrote them

Session notes end up in a locked drawer, a Word file on one laptop, or a practice system the whole office can open. Here each therapist sees only their own clients' sessions, and the notes on a session open for therapists alone. Clients and the practice manager see the date, the format and the homework, and the notes stay hidden from them.

Who sees which recordsDone by: Therapist
02

Clients check off between-session homework on their phone

Homework used to be a line scribbled on an appointment card, lost in a coat pocket by Thursday. Each exercise the therapist sets lands on the client's list with a due date, and they check it off as they go. The next session starts with what got done, not "remind me what I was supposed to try?"

ChecklistsDone by: Client

Who sees what in a therapy & counseling portal

Every person signs in to their own view. This is what each role in the demo gets.

Client

Sees only their own sessions.

Pages
Home, My homework, My sessions, Forms and files, Invoices, Practice info
Doesn’t see
Session notes (on sessions)

Therapist

Sees the sessions assigned to them.

Pages
Home, My sessions, Client homework, Calendar, Handouts
Can start
Set homework, Share a handout

Practice manager

Sees every session in the portal.

Pages
Home, Sessions, Forms, Invoices
Can start
Send a form, Create an invoice
Doesn’t see
Session notes (on sessions)

What’s in the therapy & counseling portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Sessions

  • Session (text)
  • Date (date)
  • Client (link)
  • Time (time)
  • Format (choice: In person, Video)
  • Therapist (link)
  • Status (choice: Booked, Attended, Canceled)
  • Session notes (long text)

Homework

  • Task (text)
  • Due (date)
  • Set in session (link)
  • Client (link)
  • Therapist (link)
  • Done (yes/no)

Forms

  • Form (text)
  • Needed by (date)
  • Kind (choice: Questionnaire, Consent, Worksheet, Release)
  • Client (link)
  • Therapist (link)
  • Status (choice: Requested, Completed, Reviewed)

Invoices

  • Invoice (text)
  • For (text)
  • Issued (date)
  • Due (date)
  • Amount ($) (number)
  • Client (link)
  • Status (choice: Issued, Paid, Overdue)

Shared files

  • Title (text)
  • Kind (choice: Handout, Worksheet, Superbill, Letter)
  • Shared on (date)
  • File (file)
  • Client (link)
  • Therapist (link)

Team

  • Name (text)
  • Role (text)
  • Direct line (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Decide

1 part

  • Checklists

    A task list on each record, ticked off in its detail view, with progress shown. Use it for onboarding, inspections or opening duties.

Control

3 parts

  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A client signs in with a link sent to their email and lands on Home. They see Home, My homework, My sessions, Forms and files, Invoices and Practice info, and only the sessions that are theirs.

Only therapists. It's hidden from clients and practice managers: it doesn't appear on their pages or in the records they open.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

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Build your therapy & counseling portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited clients.

See pricing · How Pory builds a portal