DOCUMENTATION PREVIEW

How can we help?

Browse the iSpeax Help Center by category, section, or search.

Set your booking availability

Set the timezone and weekly hours clients or students can choose on the public booking page.

Configure your online booking page

Set the title and message on your public booking page, choose when clients or students can schedule, and decide which booking requests need review.

Review activity history

Use History to find logged organization activity by record type, action, status, or date.

Review agreements

Use Agreements to check the status, version, and document record for agreements associated with the account.

Add and manage services

Create a service card with the duration, price, billing code, location, and online-booking options your team needs. You can also edit or duplicate an existing service from Settings.

Add and manage locations

Create the physical or online locations your team uses for services and scheduling. You can also review and update existing locations from Settings.

Review billing and Team plan availability

Use Billing to check the plan currently shown for the account. Use Team to review Team plan availability and the waitlist form.

Manage account security and data

Use Security to review password, data-download, data-removal, and account-closure controls. Read the full scope before using a destructive control.

Update your profile and regional settings

Update the account name, professional details, practice name, timezone, and currency shown in Profile settings.

Settings overview

Use Settings to update account details, configure online booking, manage services and locations, and review account records.

Financial reports overview

Use financial reports to review collected payments, outstanding balances, payment timing, and older unpaid sessions.

Export practice finance data

Download finance data as an Excel or CSV file for review outside iSpeax.

Update session finance information

Update a session's service, location, status, or payment information from the Finance tab in the client or student profile.

Practice finances overview

Use the practice-wide Finances page to review session charges and payments, filter records, export data, and open financial reports.

Delete an upcoming session

Remove one upcoming session from the selected profile's Sessions list.

Start a scheduled session early

Open a scheduled event from Bookings and move its start time to the present when you need to begin before the scheduled time.

Start and complete a session from a profile

Start a session from the correct profile, record goal data and notes, then finish the session with the outcome that matches what occurred.

Start an instant session from My Day

Use Start Instant Session when you need to create and begin a session that was not already scheduled.

Schedule an appointment or recurring event

Schedule work for a client or student, then choose whether it happens once or repeats. You can start from the selected profile or from the Bookings calendar.

Copy and preview your public booking link

Copy your public booking URL from Bookings, then preview the page before sharing it.

Review and approve a booking request

Review a request under Pending Bookings, approve it, and find the approved appointment on the Bookings calendar.

Bookings overview

Use Bookings to review the calendar, find requests by status, and open your booking settings.

Generate and save an AI-assisted report

Use AI Report Generator to create a report draft for the selected profile. Check every statement, correct the draft, and save it only when it accurately reflects the client or student's record.

Generate a proposed goal with AI Goal Builder

Use iSpeax Goal Builder® to generate goal suggestions, choose the one that fits the client or student, and save it to the profile's Proposed list.

AI-assisted documentation overview

iSpeax can generate suggestions for proposed goals and drafts for session notes and reports. Check and correct all generated content before saving or sharing it.

Add a standalone profile note

Add a dated note to the selected profile when the information does not belong in an open session.

Review and manage goals

Use the selected profile's Goals tab to find a goal, check its status, and move a proposed goal to Active when it is ready for data collection.

Profile dashboard overview

Use a profile dashboard to start work for one client or student and open their goals, sessions, notes, finances, reports, and files.

Import clients or students into your caseload

Use Import Contacts to add multiple clients or students from a spreadsheet. The import moves through Upload, Review, and Confirm before it creates records.