I’d love a reusable internal form I can fill out during client sessions.
The problem
Right now, I copy and paste a session structure into Notes for each session, but Notes isn’t a structured form. I spent hours trying to build one with Smart File templates, but they aren’t designed for live note-taking. While I type as the client talks, the layout shifts, which is distracting. It feels like a design editor, not a working form.
How I work with clients
I send each new client an onboarding questionnaire. Before every session, I send a short intake form asking about their current presenting problem. Their responses save in real time and can be linked to project details.
What I’m looking for
A reusable internal worksheet, not shared with clients, that:
- Holds multiple sessions in one document. Each session gets its own page with its own responses (presenting problem, symptoms, triggers, what they want, life without the problem, etc.), and I can duplicate pages as new sessions are added.
- Links each page to its session. Each page connects to the scheduled session it refers to, so my notes and the appointment stay together.
- Pulls in client intake responses. Answers from each client-submitted intake form, linked through project details, can appear on the matching session page.
- Is easy to type into during sessions, with a stable layout that doesn’t shift or resize while I edit.
- Lets me move freely between sessions. I’d like to go back and forth between pages to compare sessions without exiting and reopening files, and without a required navigation button that locks me into a forward-only flow.
- Compiles notes into a summary. With one click, I can pull together notes from all of a client’s sessions to review their progress over time.
- Is HIPAA-compliant. These notes contain sensitive client information, so they need to stay private, secure, and never visible to clients.
This would make HoneyBook a complete tool for therapists, from intake to session notes.
