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New in Talkli

Help / Get started / Create your account

Create your account

Talkli has two sides: therapists who document and assign practice, and families who continue that work at home. Both use the same app at talkli.ai/app.

  1. Go to talkli.ai/app and choose Create account.
  2. Pick Parent / Guardian or Speech Therapist.
  3. Enter your name, email, and a password. Therapists also add a practice name, phone number, and accept the professional agreement.
  4. Open the confirmation email we send, then come back and sign in.

Tip. If your therapist already invited you, use the link in that email instead. It creates your account and connects you in one step.

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Help / Get started / Set up your profile

Set up your profile

Open My Profile to add credentials, specialties, ages served, and your practice details.

  1. Sign in and open My Profile.
  2. Add credentials, specialties, ages served, and practice details.
  3. Save, then invite the families you already work with.
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Help / Get started / Set My hours and breaks

Set My hours and breaks

Open slots, Suggest a plan, and drive ranking all use the hours you save here.

  1. Open Calendar, then tap My hours.
  2. Set the time zone. For each weekday, turn the day On and enter start and end times, or leave it Off.
  3. On a worked day, tap Add a break. Choose Break or Clinic, add times and an optional label, then save that row. Tap Edit later if a weekly break changes.
  4. Choose session lengths: 30 min, 45 min, or 60 min.
  5. If you can edit practice settings, you will also see travel time, reminders, Family moves this week / Weekly move cap, and no-show charge.
  6. Tap Save hours.

Tip. The sheet says hours are used to compute Open slots. Families will book from this later.

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Help / Leads / Use the Leads board

Use the Leads board

Every inquiry sits on one board. Website forms land in New.

  1. Open Leads. Stay on the Board tab, or switch to List or Waitlist.
  2. Columns are New, Contacted, Eval scheduled, Waitlist, Converted, and Closed.
  3. Cards use a short label such as Parent A. Drag a card to another column, or tap Move and pick the stage. Every move is saved to the lead's log.
  4. Open a lead to add a call, email, text, or note. The sheet is titled Add to log. Choose Type (Call, Email, Text, or Note), write what happened, then tap Add to log.
  5. On a phone, the board shows one stage at a time. Use the Stage menu to switch columns.

Tip. An amber dot means no contact in 5 days. Filter the board by ZIP or area when you need a shorter list.

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Help / Leads / Waitlist

Waitlist

The Waitlist tab is the same stage as the Waitlist column, with filters for area and time.

  1. Open Leads and tap Waitlist.
  2. Filter by ZIP or area, day, and time. Time choices on this tab are Morning, Afternoon, and Evening.
  3. Open a card when a slot opens, or convert the family when you are ready to invite them.

Tip. Age, ZIP, and times that work are what the waitlist filters use. Fill those in on the lead before you rely on the filters.

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Help / Leads / Convert a lead to a client

Convert a lead to a client

Converting opens the invite-family sheet so the family can join Talkli.

  1. Open the lead and tap Convert to client.
  2. The sheet asks Convert Parent A. to a client?
  3. Tap Convert and invite family to create the client and send the invite, or Convert without inviting if you will invite later.

Tip. The Converted column note says: This month. Converting opens the invite-family sheet. Closed asks for a reason: No reply, Went elsewhere, or Not a fit.

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Help / Scheduling / Day and Week timeline

Day and Week timeline

Use the Calendar

Open Calendar next to Clients. Day and Week share one timeline.

  1. Use the Day and Week buttons to switch. Both views use the same visit cards and open slots.
  2. Tap + or an open slot, then choose Session or Block time.
  3. For a session, pick the client, therapist, time, and place (Office, Home, or Video).
  4. To make a series, set Repeat to Weekly and choose an Until date, then tap Save session.

If the time is taken, Talkli names the conflict (who is booked and when) and keeps Save session off until you pick a free time. Block labels are private; everyone else sees Busy.

Tip. Week columns show an area label when visits cluster. Open slots can show who fits from the waitlist after you tap Show who fits.

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Help / Scheduling / Move a session

Move a session

Every move asks first. Nothing is saved until you tap Move on the Confirm move sheet.

  1. On Day or Week, drag the visit to a new time, or tap the visit and choose Move.
  2. Check the Confirm move sheet. It shows the old time to the new time, and a route total for each day the change touches (for example Monday route and Thursday route).
  3. If the visit repeats, pick Just this week or This and every week after.
  4. Optionally check Let the family know. It is off unless you check it.
  5. Tap Move. Cancel puts the visit back and closes the sheet.

Tip. Nothing changes until you confirm. Cancel puts the visit back. A moved visit shows an amber Pending tag (or Moved, pending confirmation on Day). Confirm later with Confirm move or Confirm and notify family, or tap Discard move.

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Help / Scheduling / Drive times and Today route

Drive times and Today route

Talkli estimates minutes between home and clinic stops so a new visit does not stack on an impossible drive.

  1. Open Calendar or Today.
  2. On Today, the driving route lists each stop in order, with a N min drive line between stops and a total such as 48 min driving.
  3. Tap Open route in Google Maps if you want turn-by-turn directions.
  4. When you book or move a visit, Best fits ranks open slots by added driving. Impossible slots stay marked so you can pick another time.

Tip. Travel buffer lives in My hours. A visit inside another visit's travel buffer shows a warning and asks you to pick another time.

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Help / Scheduling / Available times

Available times

Tick Morning, Afternoon, or After school, or set an exact pickup window. Suggest a plan uses this when placing the week.

On the Available times page the key shows Now for the current session, Could do when the whole session fits a block, and a chip such as Only 4:00 to 4:45 for an exact time. Saves as you go.

See Fill in times for current families and How families add their own.

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Help / Scheduling / Fill in times for current families

Fill in times for current families

You can record times that already work so Suggest a plan has something to use.

  1. From Clients, tap Available times. You can also open a child and use the Available times section.
  2. Tick every block a family could also do: Morning, Afternoon, or After school. A Could do tick means any start time where the whole session fits that block.
  3. For a narrow window, open the exact-time picker, set Start and End, then tap Save time. The cell shows a chip such as Only 4:00 to 4:45. Clear removes that window.
  4. Tap Done when you are finished, or Back to plan if you opened this from Suggest a plan.

Tip. If Suggest a plan says nothing matches, start here. The empty plan state also has Review Available times.

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Help / Scheduling / How families add their own

How families add their own

Families can update times from their phone. No extra app to install.

  1. Sign in as a parent and open the child on Home.
  2. Open Available times.
  3. Tick Morning, Afternoon, or After school, or set an exact window with Save time.
  4. Tap Save available times.

Tip. The family help text says: Times that usually work for this child. Your therapist uses this when planning the week.

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Help / Scheduling / Suggested week plan

Suggested week plan

Suggest a plan groups visits by area, orders stops, and respects My hours, breaks, and Clinic blocks.

  1. Open Calendar on Week and tap Suggest a plan.
  2. Read New clients and open slots and Family moves. Each row has a reason and an Accept button.
  3. Tap Accept on one row, or Accept all if you want every suggestion.
  4. If a client is using their current session time, tap Add Available times so the planner can consider other windows later.

If nothing fits, the sheet says Nothing this week matches saved Available times, hours, and breaks. Tap Review Available times, or read Fill in times for current families.

Tip. Nothing is applied until you accept. Families are not notified automatically.

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Help / Scheduling / Why it moves at most two families

Why it moves at most two families

A full reshuffle every week is hard on families. The planner moves existing families only when the drive savings is worth it, and it stops at the weekly cap.

  1. The default Weekly move cap is 2. New placements do not count against that cap.
  2. Change the cap in My hours, under Family moves this week. The hint says: Suggest a plan may move this many existing families. New placements do not count.
  3. The plan sheet shows N of 2 moves this week (or whatever cap you saved).

Tip. Set the cap to 0 if you only want new placements in open slots, with no existing families moved.

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Help / Scheduling / Mark attended or no-show

Mark attended, cancelled or no-show

  1. Open the session and tap Attended, Family cancelled, Therapist cancelled, or No-show.
  2. Cancellations and no-shows need a short reason (Why is this cancelled? or What happened?).
  3. Before you confirm a no-show, Talkli shows whether the family will be charged, based on the practice’s no-show setting, then asks Mark as no-show?
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Help / Notes and goals / Write a note with AI

Write a session note with AI

  1. Open the client and start a new session note.
  2. Tap what happened: the therapy goal, accuracy if you tracked it, and the boxes that fit (what you did, cueing, production, engagement, vs last session).
  3. Add a short comment if you want. Skip names and other personal details — Talkli adds the child’s name for you.
  4. Tap Generate notes. Talkli drafts Findings and a Parent explanation you can edit.
  5. Review, edit, and save. Then tap Share with family. Parents see the parent explanation and home guidance, not the findings.

If you see AI draft unavailable. This draft was filled from your checkboxes. the AI could not be reached. The draft is still yours to edit, or tap Generate notes again later. A note can stay on your side until you share it.

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Help / Notes and goals / Evaluations

Write an evaluation

Evaluations live on the child’s profile and are part of Talkli Solo.

  1. On the child’s profile, tap New evaluation.
  2. Tap what you found: concerns, areas, severity, strengths, and test scores.
  3. Tap Draft report. Talkli writes Background, Test scores, and Findings. Scores stay exactly as you entered them.
  4. Read each section, edit, and check reviewed. Finalize evaluation stays locked until every draft is marked reviewed.
  5. Tap Share with family when it is ready. They get an email.

If you see AI draft unavailable. This draft was filled from your checkboxes. the AI could not be reached. The draft is still yours to edit, or tap Draft report again later.

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Help / Notes and goals / Goals

Set and track goals

On the child’s profile, add goals by domain: articulation, expressive or receptive language, fluency, feeding, and related areas. Home practice logs sound accuracy or a language rubric, and Progress keeps those on separate charts. Fluency and feeding home practice are not in the lobby yet.

Pin games for This week

On the child’s profile, use Home practice to pin games. You can also pin them on a session note next to family guidance. Those games float to the top of the family’s practice lobby. Families can still pick any other matching game — pinning does not lock the library.

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Help / Billing / Invoices and card payments

Invoices and card payments

Collect card payments

  1. On My Profile, open Session billing and tap Connect payouts.
  2. Finish Stripe Express onboarding so payouts can go to your practice bank account.
  3. On each child, set Session payment to card if that family pays in Talkli.
  4. After a session note, choose Send invoice (family pays by card) or Paid at session (you record cash, check, card in person, Venmo, or Step Up without emailing an invoice).

Stripe processing plus a 1% Talkli fee (minimum $0.50) comes out of your payout — families are not charged an extra Talkli fee. Card collection is optional.

Paid at session

  1. After you save the note, tap Paid at session.
  2. Enter the amount, method, and date. If the amount is short, the rest stays as a balance due.
  3. Send receipt to family is on by default and emails a receipt — not a payment link. Turn it off if nothing should be emailed.

Open invoices have Record payment in the ⋯ menu, using the same form. Invoices paid in person that were never sent show Paid in person, not sent.

Invoice families who pay outside Talkli

  1. On the child’s profile, set Session payment to External.
  2. Send the invoice from the session note, or record payment at the session.
  3. When Step Up, a check, cash, Venmo, or card in person arrives later, record payment and add a reference if you want one.

External invoices have no Talkli platform fee. You do not need Connect payouts for this path.

Pay a session invoice

Unpaid invoices show on Home. What you do next depends on how your therapist collects payment for that child:

  • Card: tap Pay and complete checkout in Talkli. You will get a receipt when it succeeds.
  • External: pay the way you already arranged — Step Up, check, cash, or Venmo. Your therapist marks the invoice paid after they receive it.

You can always tap the eye icon to view or print the invoice.

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Help / Billing / Superbills

Superbills

From the session note, tap Generate superbill. The superbill includes your NPI, practice details, CPT, place of service, and diagnosis codes. Sign it, then share it so the parent can counter-sign. CPT, place of service, and ICD-10 on a session note apply to both the invoice and a superbill — they appear on the invoice, and on a superbill only if you generate one. Families only sign a superbill when you generate and send one. Paying or receiving an invoice does not require a superbill signature. Keep invoices and superbills as separate documents — one is payment, the other is visit paperwork you create and e-sign.

Sign a superbill

  1. Open the superbill from Home or your child’s profile when your therapist shares it.
  2. Review the visit details, then sign with your finger or mouse.

You only sign a superbill when your therapist generates and shares one. Paying or receiving an invoice does not require a superbill signature.

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Help / Admin / Team, Pay and Practice settings

Team, Pay and Practice settings

Owners and admins open Admin. The tabs are Team, Pay, and — for Talkli admins — Practice settings.

See the guides below for inviting contractors, assigning clients, no-show charge, and contractor pay. Practice settings is the SLP review queue (Pending, Approved, Rejected, All) with Approve and Reject.

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Help / Admin / Invite a contractor

Invite a contractor

  1. Open Admin, then the Team tab.
  2. Under Invite someone, enter their email and set Role to Contractor (or Admin / Front desk).
  3. For a contractor, set Pay to per session or hourly and enter the rate, then tap Send invite.

They create a Talkli account with that email. The invited therapist sees only the clients you assign and writes notes for them. Contractors do not see what families are charged — notes show Coding instead of Billing.

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Help / Admin / Assign clients

Assign clients

On Team, each contractor has Therapist's Clients. Check the children they should see. Uncheck to remove access. Add a client before assigning if the list is empty.

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Help / Admin / Set the no-show charge

Set the no-show charge

On Team, under No-show billing, choose No charge, Flat fee, or Full session rate, then tap Save no-show setting. Contractor pay for a no-show follows the same setting. Before anyone confirms a no-show on the Calendar, Talkli shows whether the family will be charged.

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Help / Admin / Approve and pay contractors

Approve and pay contractors

Open Admin, then Pay. A line appears when a contractor publishes a session note. Approve contractor pay, then send it from the practice Stripe balance, or Mark paid when the money did not go through Stripe.

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Help / Get started / Add a client

Add a client

  1. From Clients, tap Add client.
  2. Enter the child’s name and the details you need for notes and goals.
  3. You can add a Nickname (optional). The field says: What the family calls them. Kept out of AI drafts.
  4. Set Referred by if you know how the family found you (pediatrician, school, another client, and similar).
  5. Invite the family next so they can see notes and practice at home.
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Help / Get started / Invite a family

Invite a family

  1. Tap Invite family from Clients or from the child’s profile.
  2. Enter the parent’s email and send. Talkli emails them a link.
  3. A join code also appears so you can read it out on the phone if the email is delayed.

You can copy the invite link and send it by text if that is easier for the family.

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Help / Get started / Starter, Solo, and Practice

Starter, Solo, and Practice

Starter is free right now — up to 3 active clients, with checkbox notes, calendar, family invites, invoices and outside payments marked paid, and superbills. On Starter, Leads and Suggest a plan stay in the nav with a Solo label; opening either one shows a read-only preview and an Upgrade button.

Solo is $35/month or $350/year ($350/yr, about 2 months free) for unlimited clients, AI-drafted notes, evaluations, AI practice content, the Leads board, and Suggest a plan. Practice is $35 per seat per month and includes everything in Solo. There is no yearly Practice price. Upgrade from the pill in the header or from My Profile. Manage or cancel anytime from the same place.

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Help / Get started / Join with a therapist invite

Join with a therapist invite

  1. Open the Talkli email from your therapist, or use the invite link they texted you.
  2. Create your free account (or sign in if you already have one).
  3. You will land on Home, connected to your child’s profile.

Already signed up? On Home, tap I have a therapist code and enter the short join code your therapist can read to you.

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Help / Get started / Reset your password

Reset your password

  1. On the sign-in screen, tap Forgot password?
  2. Enter the email you used for Talkli.
  3. Open the reset email and choose a new password.
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Help / Get started / Agree to updated terms

Agree to updated terms

When Talkli updates its terms, you will see We've updated our terms after you sign in. You cannot use the app until you agree.

  1. Read the Terms of Service link on that screen.
  2. Check the boxes that apply to you. Parents confirm they are the child's parent or legal guardian. Therapists agree to the Terms of Service, Privacy Policy, and Health information on Talkli. Practice owners also confirm the practice is private-pay and will not bill insurance or Medicaid in Talkli.
  3. Tap Agree and continue.

If you need to leave without agreeing, tap Sign out.

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Help / For families / Practice at home

Practice at home

  1. On Home, open your child’s card and tap Start Practice.
  2. Start with This week if your therapist pinned games. You can still pick any other game that matches the goal.
  3. You and your child share one phone or tablet. They look at the big prompt. You score at the bottom.
  4. Sound games (word practice, minimal pairs, Echo, Word Builder, and others): tap Got it or Not yet.
  5. Language games (Follow That, Odd One Out, What’s Wrong, Describe It): tap Followed, Needed help, or Missed.

Five focused minutes beats a long, frustrated session. If your child is tired, stop and try again later. Nothing is graded by a robot — you are the scorer.

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Help / For families / Read session notes

Read session notes

When your therapist publishes a note, it appears on your child’s profile. Open it to see what they worked on, what to practice, and any games they pinned for This week. You will also get an email when a new note is shared.

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Help / For families / See progress

See progress

Open Progress in the menu. Sound goals show how clearly the target was produced. Language goals show a session score — followed, needed help, or missed — not a phoneme chart. Use it to notice small wins, not as a test.

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Help / For families / Ask

Ask

Open Ask, choose your child, and ask a question in everyday language — for example, “What should we practice this week?” Answers are grounded in the profile and goals your therapist has shared. Answers are generated automatically and aren't from your therapist.

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Help / For families / Add a child without a code

Add a child without a code

Most families start from a therapist invite. If you do not have a code yet, tap Add child myself on Home. When your therapist is ready, they can send an invite, or you can enter their join code to connect the profile.

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Help / Account / Who can see my child’s information?

Who can see my child’s information?

A parent sees the children on their account. A therapist sees only the clients connected to them. We do not sell user data. For the legal detail, read the Privacy Policy and Health information on Talkli.

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Help / Account / How Talkli uses AI

How Talkli uses AI

Talkli can draft session notes, evaluations, and practice ideas. Before anything goes to our AI provider, Talkli removes identifying details from the text: names (including nickname), emails, phone numbers, dates of birth and other dates, addresses and cities, insurance member IDs, group numbers, and payer names, and internal record IDs. If a capitalized word looks like a name while you type, Talkli shows looks like a name with Remove. You can tap Remove or leave it; it does not stop Generate notes or Draft report. You always review and edit a draft before anyone else sees it. Our AI provider does not train on your data.

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Help / Common questions

Common questions

Quick answers. If yours is missing, write us — we read every message.

Is Talkli free for families?

Yes. Talkli is free for families. Therapist plans do not add a family subscription.

How much is Talkli for therapists?

Starter is free right now — up to 3 active clients, with checkbox notes, calendar, family invites, invoices and outside payments marked paid, and superbills. Solo is $35/month or $350/year for unlimited clients, AI-drafted notes, evaluations, AI practice content, the Leads board, and Suggest a plan. Practice is $35 per seat per month and includes everything in Solo.

What is the difference between an invoice and a superbill?

An invoice is the bill for the session — card in Talkli, or Step Up / check / cash / Venmo outside it. A superbill is a separate signed visit document your therapist can create and e-sign. CPT, place of service, and ICD-10 apply to both documents. Families only sign a superbill when the therapist generates and sends one; an invoice does not require a superbill signature. Talkli keeps them separate on purpose.

Does Talkli work with insurance?

Talkli is built for private-pay practices right now, and it doesn't file insurance claims.

I did not get the email.

Check spam and promotions for messages from Talkli (hello@talkli.ai or helpdesk@talkli.ai). For signup, use Resend confirmation on the “Check your email” screen. For invites, ask your therapist for the join code — it works without the email.

I signed up as the wrong role.

Parent and therapist accounts are different. Email support@talkli.ai from the address you used and we will help you get onto the right side without losing the connection you already made.

Is there an iPhone or Android app?

Talkli runs in the browser on phones and computers. On a phone, open talkli.ai/app and add it to your home screen if you want an icon. A native store app is not required.

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Still stuck?

Write support@talkli.ai or send a note from the contact page. We typically reply within one business day.

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