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The Today view

Today is a focused day-at-a-glance workspace that changes with the time of day — from morning prep, through your active sessions, to wrapping up.

The Today view in its end-of-day state, showing the day summary, the next working day's preview and outstanding notesThe Today view in its end-of-day state, showing the day summary, the next working day's preview and outstanding notes
  • Next appointment — a hero card for your upcoming session, showing the client’s goals, their last clinical note, and the resources you’ve planned.
  • Today’s timeline — the rest of the day’s sessions, each with the same context to hand.
  • Outstanding notes — write clinical notes for past appointments without leaving the page. The count shows everything you’re behind on; if there’s more than fits here, View all takes you to the full list.

Later in the day, Today shows a summary — how many sessions you completed (counted separately from cancellations and no-shows) and how many of today’s notes are still to write — followed by your outstanding notes, then a preview of your next working day so you can close today before looking ahead. If you don’t work every day, the preview skips your days off: finish on a Thursday and it shows Monday, labelled with the day. It also skips booked annual leave and any bank holidays you’ve added to your calendar, so the evening before your holiday shows the day you’re actually back. Days with no appointments show the preview too.

If a client on today’s list has no consent recorded or their case history hasn’t been completed, Today shows a small amber flag on their appointment — click it to go straight to their record and resolve it. Sessions where the child isn’t attending don’t show flags.