Getting started with EasyMindCare

Welcome to EasyMindCare. This guide walks through the first few minutes after you create your account so you can start seeing clients without friction.

After signing up, an onboarding wizard walks you through each step: customizing your practice settings, importing existing client data if you need to, and setting up your templates.

After signing in, open Settings to add your name, credentials, and a profile photo. The details here appear on client-facing pages and on any documents you export.

Add your appointment durations and working hours under Scheduling defaults so new sessions inherit the right length automatically.

A complete profile also helps clients recognize your invites and gives exported documents a professional, consistent look.

From Clients, choose Add client and enter the essentials. You can send a secure portal invite so the client can complete intake details themselves.

Until a client accepts their portal invite, their information is only visible to you and your authorized team.

Connect Stripe from Settings > Billing to accept payments and unlock paid features. Most therapists complete this in under five minutes.

See the Billing guides for plan details, pricing, and how invoices reconcile automatically.

Switching from another system? You can bring existing client records, notes, and practice data with you during onboarding or at any time later.

See the migrating guide for what we can import and how the process works.

EasyMindCare is fully responsive and works on your laptop, tablet, and phone. You can access your practice, update notes, and manage clients from any device with the same security and functionality as the desktop version.

Every plan includes unlimited client records. Whether you have ten clients or a thousand, you will never hit a cap or pay extra fees based on your practice size.