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Caseload for hypnotherapists
Practice management software for hypnotherapists
Caseload gives hypnotherapists one system for enquiries, paid bookings, SMS reminders, session notes and invoicing. Clients pay when they book, so a missed session is never an unpaid one, and every record is stored as UK GDPR Article 9 data on EU servers.
The friction
What hypnotherapists are up against
Most clients are self-referred and pay privately, so every enquiry that goes unanswered while you are in session is a client someone else books.
Work is often short programmes or single sessions, which means a constant flow of new intakes, new consent forms and new invoices.
A no-show hurts more when the diary is built on one-to-one hours, and chasing payment afterwards is a conversation nobody enjoys.
Clients disclose sensitive personal history in intake and in session, which makes your notes special category data under UK GDPR whether or not you think of yourself as a data controller.
The fit
How Caseload fits a hypnotherapist's practice
Enquiries answered while you are in session
Intake and enquiry handling capture the details and move the client towards a booked, paid first session without you breaking off between clients.
Payment clears before the calendar does
A booking only reaches your diary once payment has cleared, so single sessions and programme bookings alike are paid before the client sits down.
Reminders that go out on their own
SMS and email reminders are included in the plan with no credits to buy, which matters when your week is built from individually booked hours.
Consent that stands up
Consent for sensitive data is signed and timestamped on the client record, alongside intake disclosures, session notes and invoices.
The platform
Everything included in the plan
Caseload has one plan with everything included: all eight modules with nothing gated, unlimited clients and sessions, SMS and email reminders included.
Every inbound contact is captured, graded and in motion before you finish your next session.
Clients book, confirm and pay without a single message from you. Synchronised with your calendar.
Structured intake forms, Article 9 consent and digital contracts signed and stored automatically.
Autosaving session notes with wellbeing scores, encrypted at rest and structured chronologically.
SMS and email session reminders, post-session follow-ups and missed session recovery included.
Paid at booking or invoiced after. Track outstanding amounts without managing a spreadsheet.
Compliance
Built for the data you actually hold
Your notes hold sensitive personal history. The duty to protect special category data doesn't shrink because the practice is small. Caseload handles compliance by architecture, not as an afterthought.
Data Protection & UK GDPR
- Consent for sensitive data (Article 9) Timestamped on record
- Where client data lives EU servers only
- How records are stored Bank-grade encryption
- "Delete everything you hold on me" One-click erasure with proof
- Right of access requests 30-second complete export
One plan. Everything in it.
Founding cohort pricing is agreed on your thirty-minute demo call and locked from day one. Whatever you join at is what you stay at.
- All modules, nothing gated
- Unlimited clients and sessions
- SMS and email reminders included
- Migration done for you, by hand
- EU hosting and Article 9 compliance
- Direct line to the founder
Questions
Frequently asked questions
Is Caseload suitable for a solo hypnotherapy practice?
Yes. Caseload was built inside a working UK practice and is priced for a single practitioner, not an enterprise. One subscription covers enquiries, bookings, reminders, notes, invoicing and compliance.
Can clients pay for hypnotherapy sessions when they book?
Yes. Payment clears before a booking reaches your calendar, so sessions are paid up front and a no-show is never an unpaid hour.
How does Caseload pricing work?
Caseload has one plan with everything included: no tiers, no add-ons, no SMS credits. Founding cohort pricing is agreed on a thirty-minute demo call and locked for as long as you stay.
Where is client data stored?
Client data lives on EU servers only, encrypted at bank grade, with access protected by two-step verification. Caseload is architected for UK GDPR Article 9 special category data such as mental health information and personal disclosures.
See Caseload for your practice
Built inside a working UK practice, now onboarding the founding cohort.
Book a thirty-minute demoCaseload for other practices