Soul Care Dashboard Handbook

Getting started

•  What is Soul Care Dashboard?⁠  : the big picture and how care is organized.
•  Signing in⁠  : passwordless sign in by email or Google.

For counselors

•  Your profile⁠  : your account details and public profile page.
•  Your availability⁠  : timezone, weekly hours, booking rules, and date overrides.
•  Contacts and cases⁠  : how people and counseling situations are organized.
•  Booking a session⁠  : booking for a client and what happens after.
•  Session notes and supervision⁠  : private notes and supervisor review.
•  Video: Google Meet or Zoom⁠  : connect calendars and choose your video tool.
•  Billing and rates⁠  : set your rate and charge a card on file.
•  My earnings⁠  : your record of what you earned.
•  Messages and homework⁠  : message clients and assign homework.
•  What your client sees⁠  : the client portal and reminders.
•  Waiting list⁠  : track who is waiting and start their care when a spot opens.

For admins

•  Cases and contacts (Admin)⁠  : the practice wide view of cases and people.
•  Practice preferences⁠  : practice wide rules and defaults.
•  Appointment types⁠  : the session types your practice offers.
•  Consent forms⁠  : the agreements clients sign at intake.
•  Forms and questionnaires⁠  : build questionnaires and send them to clients.
•  Branding⁠  : your logo and colors across the dashboard.
•  Members and roles⁠  : invite counselors and set roles.
•  Churches⁠  : partner churches and church funding.
•  Payroll⁠  : what each counselor is owed.
•  Profile options⁠  : the lists counselors pick from on their profiles.
•  Deleting a client⁠  : permanent deletion on request.
•  Timezones⁠  : how timezones work across the practice.

[!note] Looking for what changed recently? The public What's new page lists updates in plain language at  soulcaredashboard.com/changelog . This handbook is the source of truth and is mirrored to the Slite help center.