Therapist Guide

1. Create Your Account

Sign up at mendly.me/auth/signup

• Enter your name, email and a password (organization name is optional)
• Agree to the Terms of Service and Privacy Policy
• Enter the 6-digit code we email you to verify your address

2. Turn On Two-Factor Authentication

Before your dashboard opens, choose how you confirm each sign-in: an authenticator app or a 6-digit code sent to your email.

Adding a New Client

1. Go to your therapist dashboard
2. Click the "Invite 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 and email
• Number of check-ins in the last 30 days
• Average happiness score out of 10, across all their check-ins
• When they last logged in
• Questionnaire flags, such as a PHQ-9 question 9 answer or an overdue questionnaire
• Buttons for each client: Configure, History, Insights and Info

Standard Questions (125 Available)

Choose from Mendly's library of 125 single-item wellbeing questions, written by Mendly. They are tracking questions, not validated instruments; the validated questionnaires are described below. Categories include:

• 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" 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 active questions with the up and down arrows on the Active tab
• Edit the wording of your custom questions (the answer type can only change before a question has answers)
• Delete unused questions

Standardized Questionnaires

On the same page where you set up a client's questions, you can assign validated questionnaires. They are kept separate from the daily check-in:

• PHQ-9 or PHQ-8: Depression, every 1 or 2 weeks (the PHQ-8 leaves out the self-harm question)
• GAD-7: Anxiety, every 1 or 2 weeks
• PCL-5: Trauma-related symptoms, monthly
• AUDIT-C: Alcohol use, every 90 days

When one is due, the client sees it on their check-in page. You can also assign questionnaires when you invite a client.

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 see what tends to go with better or harder days, as association rather than cause

Notes History

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

Questionnaire Results

Each questionnaire you assigned shows its score history on the client's Insights page. If a client answers above zero on PHQ-9 question 9, they are shown crisis resources and the answer stays flagged until you mark it reviewed. Mendly does not monitor answers in real time.

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

• A yes/no question needs at least 3 yes days and 3 no days
• A number or scale question needs at least 5 days with an answer
• 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.

The web check-in stays

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