Serene

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Serene features

Therapy practice management software that runs the whole practice.

Serene is practice management software for therapists that brings notes, telehealth, bookings, client records, payments, and a secure client portal into one place. Everything a private practice or group practice needs to run, built for mental health work and priced to stay affordable.

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One tool for the whole practice, not a patchwork of apps.

Most therapists run their practice across a booking tool, a notes app, a document folder, and a chat app, none of which were built for mental health and none of which talk to each other. Serene replaces that patchwork with a single system where a session flows from booking to notes to record to payment without leaving one place. Every feature below is part of the same software, so your work stays connected and your client information stays in one secure home.

Clinical documentation

AI therapy notes that write themselves

Serene turns a session recording into a structured clinical note in minutes. Choose SOAP, BIRP, or a free-form format, and the AI drafts the note from what was actually said, so you review and sign instead of writing from a blank page. A clinician always stays in the loop on anything clinical, and nothing is finalised without your approval.

  • SOAP, BIRP, and unstructured note formats
  • Drafted from the session recording, ready to review
  • Cuts documentation time so your evenings are your own
Learn more about clinical documentation

Online sessions

Secure telehealth built for therapy

Run online sessions inside Serene with an encrypted, distraction-free video room made for mental health work rather than generic business calls. Sessions can be transcribed and turned into notes automatically, so the session and the paperwork live in one place instead of across separate tools.

  • Encrypted, private video sessions
  • Built-in transcription and automatic note drafting
  • A calm, therapy-first interface, no meeting clutter
Learn more about online sessions

Client experience

A secure client portal for every client

Each client gets a private, login-protected portal where they book sessions, complete assessments you assign, and share documents with you. Instead of records scattered across email and chat apps, the whole relationship lives in one confidential space that only you and that client can see.

  • Book sessions, complete assessments, and share documents
  • Access-controlled per client, verified at sign-in
  • One confidential space instead of scattered apps
Learn more about client experience

Intake and assessments

Custom intake forms and assessments, built with AI

Build intake forms, consent documents, and assessments by describing what you need in plain language, or start from a template. Serene's AI form builder drafts and edits the form for you, and responses flow straight into the client's record, so a completed intake becomes part of their history the moment they submit it.

  • AI form builder, no editor to wrestle with
  • Responses attach directly to the client record
  • Intake, feedback, and informed-consent templates
Learn more about intake and assessments

Bookings

Scheduling and self-booking that sync

Let clients book from your public page while your Google Calendar stays in sync, so a session booked online never collides with the rest of your day. Automated reminders cut no-shows, and you control your availability, session types, and buffers without back-and-forth over email.

  • Client self-booking with Google Calendar sync
  • Reminders to reduce no-shows
  • Full control over availability, services, and buffers
Learn more about bookings

Payments

Get paid your way, track what is outstanding

Share your own payment link or UPI ID on every booking and let clients pay you directly, with no platform cut. Serene tracks paid and unpaid status against each session and shows your revenue, so you always know who has paid and what your practice is earning without a separate spreadsheet.

  • Your own payment link or UPI, no platform fee
  • Paid and unpaid status on every booking
  • Revenue trends at a glance
Learn more about payments

Records

Complete client records and treatment plans

Keep every client's history in one organised record: profile and contact details, treatment plans, diagnoses, mental state examinations, progress notes, and outcome measures. When a client returns after months away, their full history is one click away rather than reconstructed from memory.

  • Treatment plans, diagnoses, and MSE records
  • Progress tracking and outcome measures over time
  • One organised record per client, always current
Learn more about records

Group practices

Team and group practice management

Run a group practice with shared clients, a unified calendar, and role-based access so each member sees what they should. A public team booking page brings new clients to the whole practice, and supervisors can review the clients their supervisees share for training and oversight.

  • Shared clients and a unified team calendar
  • Role-based access for owners, admins, and members
  • A public team page and supervision-friendly sharing
Learn more about group practices

Insights

Practice analytics and insights

See how the practice is really doing with analytics on bookings, new and returning clients, revenue, and client demographics. Instead of guessing whether the practice is growing, you get a clear picture of the trends that decide whether it is sustainable.

  • Booking, revenue, and client-growth trends
  • New vs returning client and retention views
  • Demographic breakdowns to understand your caseload
Learn more about insights

Automation

An AI assistant for the admin work

An AI personal assistant handles the scheduling, emails, and record updates that eat into a therapist's week. Cancel a session, notify the client, and update the record from a single instruction, so the repetitive admin stops being something you do by hand every day.

  • Reschedule, cancel, and notify clients from one prompt
  • Drafts emails and updates records for you
  • Removes the admin burden so you focus on care
Learn more about automation

Trust and privacy

Security and privacy built in

Client information in Serene is encrypted and access-controlled, on infrastructure built for mental health care rather than retrofitted onto a generic tool. Confidentiality is treated as the foundation everything else sits on, because the trust that makes therapy work depends on it.

  • Encryption of records in transit and at rest
  • Access controlled per client and per team member
  • Privacy-first infrastructure built for clinical data
Learn more about trust and privacy

FAQ

Questions about Serene's features.

It is software that runs the operational side of a therapy practice in one place: scheduling and bookings, client records and session notes, intake forms, a client portal, payments, and reporting. Serene brings all of these together so a therapist does not have to stitch together a separate booking tool, notes app, and document store that were never built for mental health work.

Yes. Serene is designed around how mental health care actually works: fifty-minute sessions, narrative clinical notes, intake and consent, treatment plans, and a duty of confidentiality. That is different from general clinic or hospital software, which is built for high-volume medical visits and does not understand the shape of a therapy relationship.

Yes. Serene supports solo practitioners, group practices, and organisations. Group practices get shared clients, a unified calendar, role-based access, a public team booking page, and supervision-friendly client sharing, so a whole practice can run on one system.

Client information is encrypted and access-controlled, on infrastructure built for mental health care. Each client can only reach their own material, and confidentiality is treated as the foundation of the product rather than an add-on, because the trust that makes therapy work depends on it.

Serene is built to stay affordable, with a free tier for early-career therapists and paid tiers that scale with client volume rather than one flat price for everyone. You can start for free and grow into a paid tier as your practice grows.

Get started

Run your whole practice on Serene.

Start free, with no credit card, and add the tools you need as your practice grows. Everything in one secure place, built for the way therapists work.