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If you’re a therapist or run a mental health practice, managing client sessions, forms, and progress notes shouldn’t be hard. But many tools are either too generic or too complex. Knack offers a better way.
With Knack, you can build a therapy client portal tailored to your workflow—without writing code or hiring a developer. It’s easy to set up, simple to maintain, and flexible enough to grow with your practice.
Choose the Best Way to Get Started
Once you log into your Knack dashboard, you’ll see a few different ways to begin building your portal. You can start from scratch, use a template, or try the AI builder.
If you’re new to Knack, templates are a smart place to start. Just type “client” in the search bar, and you’ll find a general client portal template ready to use.
This template gives you the basic structure: client records, forms, and access controls. It’s a good starting point if you want a quick setup and a working model you can adapt.
But if you need something more specific—like a portal focused on therapy sessions, progress tracking, or intake forms—the AI builder can help. Just describe what you want, and Knack will generate a custom app for you.
Customize the Portal for Your Practice
After selecting a template or using AI, you’ll move into Knack’s builder. This is where you make the portal your own.
You can rename fields, change data types, and reorganize forms to fit your workflow. For example, you might want to:
- Add a form for session notes
- Include a checkbox for consent
- Set up a dropdown for treatment stages
- Allow file uploads for documents
Knack uses a drag-and-drop interface, so you won’t need any technical skills to make these changes. Everything is visual and straightforward.
Access control is also built in. You can set up user roles so clients can only view their own data, while therapists can access notes, history, and admin features. This is critical for privacy and helps you stay aligned with data protection best practices.
You can also build simple workflows. For example, when a new client fills out an intake form, the app can automatically notify the therapist and assign a follow-up task. These automations help you stay organized and reduce manual work.
Add Branding and Publish with Ease
Once your therapy client portal works the way you want, you can update the design to match your brand. You can add your logo, change the colors, and edit page titles or instructions.
This not only creates a more professional look but also gives clients a sense of trust and consistency when using the portal.
When everything looks right, you can publish the app. Knack gives you a secure, shareable link that works on any device. Your clients can log in, submit forms, and view updates—without needing to download anything or call your office.
You can also make changes after publishing. The app stays live while you continue to improve it.
A Portal That Grows With You
Knack’s platform is built to scale. Whether you’re a solo therapist or part of a group practice, you can start small and expand your app as your needs change.
Add new users, build new pages, or link to external tools when you’re ready. Knack integrates with other services through APIs or Zapier, so you can connect your portal with calendars, billing software, or CRMs if needed.
Most important, you stay in control. You decide what the portal does and how it works. You don’t have to rely on a vendor for small changes, and you don’t need a dev team to launch new features.
Try It Yourself
Building a client-facing app used to mean hiring developers or using rigid platforms. With Knack, you can build exactly what you need—fast.
You’ll get:
- A no-code builder you can control
- Templates or AI to jumpstart the process
- Tools to manage client data securely
- Flexibility to evolve as your practice grows
Whether you’re starting your practice or looking to streamline how you work, Knack gives you the tools to build something that works.
Try it today and create your own therapy client portal—no code, no hassle.
