Therapist Guide

1. Create Your Account

Sign up at mendly.me/auth/signup

• Choose "Therapist" as your account type
• Enter your email and create a password
• Verify your email address

2. Accept Terms

Review and accept the Terms of Service and Privacy Policy to access your dashboard.

Adding a New Client

1. Go to your therapist dashboard
2. Click "Add New Client" button
3. Enter client's name and email
4. Client receives invitation email with signup link
5. Once they sign up, they appear in your client list

Viewing Client List

Your dashboard shows all clients with:

• Client name
• Recent happiness trend (↑↓)
• Last check-in date
• Quick actions: View Insights, Configure Tracking

Standard Questions (125+ Available)

Choose from evidence-based questions in categories:

• Mental Health: Anxiety, depression, stress levels
• Physical Health: Sleep, exercise, nutrition
• Social: Social interactions, relationships
• Activities: Hobbies, work, self-care

Creating Custom Questions

1. Click "Configure Tracking" for a client
2. Click "Create Custom Question"
3. Enter your question text
4. Choose input type:
   • Yes/No: Binary questions
   • Number: Countable metrics (hours, times per day)
   • Scale 1-10: Intensity or severity ratings
   • Text: Open-ended responses
5. Add optional description for clarification
6. Save and enable for the client

Managing Questions

• Enable/disable questions at any time
• Reorder questions by dragging
• Edit custom questions
• Delete unused questions

Overall Happiness Trend

Line chart showing client's daily happiness score (1-10) over time. Hover over points to see exact dates and scores.

Individual Metrics

View trends for each tracking question:

• Yes/No questions: Bar chart of percentages
• Numbers: Line graph showing changes
• Scales: Line graph of ratings
• Text responses: List view with dates

Correlation Analysis

See which activities/factors correlate with happiness:

• Positive correlations: When metric increases, happiness increases
• Negative correlations: When metric increases, happiness decreases
• Correlation strength: -1.0 to +1.0
• Use to identify what helps or hinders client wellbeing

Notes History

View all client notes chronologically. Useful for understanding context behind data.

Question Selection

• Start with 5-10 questions to avoid overwhelming clients
• Focus on metrics relevant to treatment goals
• Include both positive and negative indicators
• Review and adjust questions every 2-4 weeks

Data Interpretation

• Look for trends over weeks, not day-to-day
• Correlations show association, not causation
• Combine data insights with clinical judgment
• Discuss findings with clients in sessions

Client Engagement

• Explain the purpose of tracking to clients
• Show clients their own data and insights
• Encourage consistent daily check-ins
• Use data to celebrate progress

Client Not Receiving Invitation

• Check spam/junk folder
• Verify email address is correct
• Resend invitation from dashboard

No Data Showing

• Confirm client has completed check-ins
• Check that questions are enabled
• Refresh the page

Correlations Not Appearing

• Need at least 7 days of data
• Both metrics must have numeric values
• N/A responses reduce correlation accuracy

What changes for you

• Nothing in your setup — configure tracking exactly as you do now
• Answers arrive in your dashboard the same way, phone or browser
• Your client list, insights and history pages are unchanged
• No separate invitation — the invite you already send works in the app

What changes for your client

• They accept your invitation in the app and set their own password
• The daily check-in is the same questions you configured
• A daily reminder arrives at the time you set for them, as it does today
• That reminder never mentions what they track, how they answered, or how long a streak is
• They do not get charts, trends or an insight screen of their own — what they record goes to your dashboard
• There is nothing for them to buy, and no upgrade prompts

The personal version, and why it does not reach your clients

Mendly is also available to people using it on their own, with no therapist. Those are separate accounts with their own history, insights and an optional Plus subscription. A client you invited is never shown any of it — no charts, no upgrade prompt, nothing to buy — and a personal account is never visible from your dashboard. The two are kept apart at sign-in.

Until then

The web check-in works today and keeps working after the app arrives. Nothing a client has already recorded moves or changes, and clients can use whichever they prefer.