Your documents, kept safe
Your client agreement and forms, your insurance and DBS, your certificates and your own working papers — in one place, beside your diary and your clients. Every file is encrypted before it is stored, and kept in London.
For clients
Your counselling agreement, registration form and privacy notice each have their own place: upload yours once, and it’s the one you print or download whenever a client needs it. Anything else you give clients — a leaflet, a fee sheet — sits beside them, with the self-help sheets SyncDiary prints in your practice’s name.
An agreement and forms, ready to use
No agreement yet, or ready for a new one? SyncDiary has a counselling agreement, a registration form and a privacy notice written for a therapy practice, filled in from your settings: your practice’s details, your fees, your cancellation notice and your professional body. Set your terms once, then print one, save it as a PDF or send a client a private link. Read it against your professional body’s guidance before you use it — SyncDiary supplies the wording, not legal advice.
For your practice
Insurance, DBS, your membership certificate, your supervision agreement, your ICO certificate — private to you. Give a paper the date it expires, and SyncDiary tells you 30 days before, so a renewal never sneaks up on you.
Internal
Your own working papers — an interview guide, a template, notes for yourself. Kept apart from what you give clients, and never offered to them.
View, print, keep up to date
Upload a PDF, a Word document or a photo — a phone photo of a signed form is fine. Open a PDF or photo to view or print it, download any file, rename it, put a newer copy in its place, or remove it.
How they’re protected
Each file is encrypted with AES-256-GCM before it is stored, using the same key made for your account alone that protects your session notes — and so is its name, because a signed form’s name can carry a client’s. Files are kept on Google Cloud in London, in private storage with no public address, and each account can reach only its own.
What that does and doesn’t mean
Like your notes, it isn’t zero-knowledge: the key lives on SyncDiary’s server, so a file can be shown back to you on any device you sign in on. A download is the file as you uploaded it.
Yours to take
Your export includes every file, under its own name, in a folder for each kind — from Settings → Backup and restore, whenever you like. More about security and GDPR
Common questions
- What can I upload?
- PDFs, Word documents and photos (JPEG or PNG), up to 10 MB each and 250 MB for your practice. Anything else is turned away, whatever its name.
- Do I have to write my own agreement?
- No. Use SyncDiary’s, filled in with your details and terms, or upload your own in its place.
- Can clients sign their agreement online?
- Not yet. Upload the signed copy — a scan or a photo — as you would file the paper one.
- What happens to my documents if I close my account?
- They’re deleted with everything else, 30 days after you close it. Export them first if you want to keep them.
- Is it included in the price?
- Yes, on every plan.
More features
- Diary and calendar sync — Book, move and cancel sessions in SyncDiary, and see them in Outlook or Google Calendar.
- Clients, from enquiry to ending — Every client’s journey with you, and the messages that go with it.
- Encrypted session notes — Written straight after a session, encrypted, and kept with the client.
- Money and tax — Income, expenses, room rent and what to set aside for tax, month by month.
- Availability — Your free slots, offered to the clients who want them.