Three ways to send a plan

• A QR code, in person. Your client scans it from your phone or screen, with their phone’s camera or under Add in Session Extension. It holds everything, your own words included, up to about 1,600 characters so it scans reliably.
• A link, for telehealth. Paste it into secure messaging or an email. The plan sits after the # in the link, and that part never reaches our website. Some email systems rewrite links, so the page a link opens repairs it, shows the plan, and offers the number code too.
• A number code, for a call. Read it aloud and your client types it under Add. It’s grouped in fours, from 12 digits for a simple plan to about 28 for three steps, and its last digit catches any single wrong digit and any two neighbors swapped. It carries the tools, the schedule, and a ready-made note, but not your own words, the plan’s name, or a “From” name.

What you can assign

Any of these 12, alone or as a short sequence of up to three steps:

• Thought Record
• Behavioral Experiment
• Step Ladder
• Activity Record
• Values Card Sort
• Sleep Diary
• Plan Activities
• Safety Plan
• Problem Solving
• Gratitude Journal
• Three Good Things
• Daily Check-In

Each step has its own schedule: every day, certain days, a number of times a week, or just once, with times each day, a best time of day, when it starts, and how long it runs, until the next session, for a set number of weeks, or with no end date. A sentence under the controls reads the schedule back in plain words. A later step opens after the one before it is done a set number of times, or a set number of weeks into the plan, so practice can build up. The best time is a suggestion. Your client sets the actual reminders.

Ready-made notes

A note in your own words needs the QR code or the link. For a number code, pick one of 35 short ready-made notes instead, such as “We’ll go over how it went at our next session.” Your client reads it in their app’s language, so the composer shows each one in English and Spanish. It offers only the notes that fit the tools you chose.

See all 35 notes

1. 1We’ll go over how it went at our next session.En nuestra próxima sesión vemos cómo te fue.
2. 2It doesn’t have to be perfect. An honest try is what counts.No tiene que quedar perfecto. Lo que cuenta es intentarlo de verdad.
3. 3If you skip one, that’s okay. Just pick it back up next time.Si alguna vez te lo saltas, no pasa nada. Solo retómalo la próxima vez.
4. 4Fill it in as soon as you can, while it’s fresh. A few words is enough.Llénalo en cuanto puedas, mientras lo tienes fresco. Con unas cuantas palabras basta.
5. 5Start small. A few minutes is enough.Empieza con poco. Con unos minutos basta.
6. 6You don’t have to feel like it first. Try it and see what happens.No tienes que esperar a tener ganas. Inténtalo y ve qué pasa.
7. 7Choose a set time and place for it, and set a reminder.Elige una hora y un lugar fijos y pon un recordatorio.
8. 8Change the days or times if they don’t fit your week.Cambia los días o las horas si no se acomodan a tu semana.
9. 9If something gets in the way, or questions come up, jot them down for next time.Si algo te lo complica o te surgen dudas, anótalo para la próxima vez.
10. 10If it feels like too much, try a smaller piece of it. That still counts.Si sientes que es demasiado, prueba con una parte más pequeña. Eso también cuenta.
11. 11If you start to feel unsafe, open your safety plan or Help now.Si empiezas a sentir que no estás a salvo, abre tu plan de seguridad o Ayuda ahora.
12. 12For now, just keep track. Don’t try to change anything yet.Por ahora, solo lleva el registro. Todavía no intentes cambiar nada.
13. 13Practicing between sessions is where a lot of the change happens.Gran parte del cambio se da cuando practicas entre sesiones.
14. 14Use it when you notice a strong feeling or a sudden shift in your mood.Úsalo cuando notes una emoción fuerte o un cambio repentino en tu estado de ánimo.
15. 15Pick one specific moment and focus on just that.Elige un momento específico y enfócate solo en ese.
16. 16Think of this as an experiment. Whatever happens, we’ll learn something.Piénsalo como un experimento. Pase lo que pase, vamos a aprender algo.
17. 17Before you start, write down what you expect. Afterward, write what happened.Antes de empezar, anota lo que crees que va a pasar. Después, anota lo que pasó.
18. 18Stay with it for the time we planned, even if it feels uncomfortable.Quédate en la situación el tiempo que planeamos, aunque te incomode.
19. 19Try to do it without the things you usually do to make it less scary.Intenta hacerlo sin las cosas que sueles hacer para que te dé menos miedo.
20. 20Repeat a step until it feels easier, then move to the next one.Repite cada paso hasta que se te haga más fácil y luego pasa al siguiente.
21. 21Fill it in as you go, not all at the end of the day.Llénalo conforme avanza el día, no todo al final.
22. 22Choose activities that matter to you, not just ones that keep you busy.Elige actividades que te importen, no solo las que llenan tu tiempo.
23. 23Start with easier activities and build up from there.Empieza con actividades más fáciles y ve subiendo poco a poco.
24. 24Sort them by what matters to you, not by what you think should matter.Ordénalas según lo que te importa, no según lo que crees que debería importarte.
25. 25Fill it in each morning soon after you get up. Your best guess is fine.Llénalo cada mañana, poco después de levantarte. Lo que calcules está bien.
26. 26Try not to check the clock at night. A rough estimate is all we need.Trata de no ver la hora en la noche. Nos basta con un cálculo aproximado.
27. 27Keep to the sleep window we agreed on, even after a bad night.Respeta el horario acordado para estar en la cama, aunque hayas dormido mal.
28. 28If you can’t sleep, get up and do something quiet until you feel sleepy.Si no puedes dormir, levántate y haz algo tranquilo hasta que te dé sueño.
29. 29If it’s hard to keep your eyes open during the day, don’t drive.Si durante el día te cuesta mantener los ojos abiertos, no manejes.
30. 30Read over your plan and add anything that’s missing.Revisa tu plan y agrega lo que le falte.
31. 31Think about sharing your plan with someone you trust.Piensa en compartir tu plan con alguien de confianza.
32. 32Start with one small problem that feels manageable.Empieza con un problema pequeño que te parezca manejable.
33. 33Be specific, and try to write about something different each time.Da detalles y trata de escribir sobre algo distinto cada vez.
34. 34If it starts to feel forced, it’s fine to take a break.Si empieza a sentirse forzado, está bien tomarte un descanso.
35. 35A quick rating is enough. Adding words is up to you.Basta con una calificación rápida. Tú decides si escribes algo.

Where to build one

In the app, under Settings, For therapists. It keeps templates, favorites, and recent assignments, named by what they are, like “Week 2, thought records daily.”

In your browser, with Make an assignment. It makes the same three codes the app does, from the same catalog and the same notes. Templates you save stay in that browser, and you can export them to a file to keep or move to another computer.

Privacy for clinicians

Nothing passes through Everyday Insight. There are no accounts and no server. A plan travels inside the code itself. The composer runs in your browser and sends nothing anywhere, and it has no analytics or trackers. Neither does the page a link opens.

Keep names and clinical details out. A plan has no reason to carry either. Name it by what it is, and keep diagnoses and identifying details out of your words. A link can sit in email systems and browser history like any other link.

The app keeps no client records. It never asks for a client’s name, and there’s no client list. When a client shows you a summary QR code, you can print it or save it as a PDF, and closing it keeps nothing.

What a client shares goes straight to you. It comes as a PDF they send you or a QR code they show you in the room. Once you have it, you handle it under your own professional and legal obligations, as with anything a client hands you. Everyday Insight never receives, stores, or sees it. None of this is legal advice.

What your client sees

Before anything is saved, your client sees the whole plan in your words and who it says it’s from, and chooses their own reminders. Plans are suggestions, not rules. A client can change the schedule, skip a day, pause, or decline, and nothing reports back to you. Entries they make on days that weren’t scheduled still count. There are no streaks, no missed-day alerts, and no messages after days away. Attempts are information.

On paper and in groups

Every tool has printable worksheets on its own site. Printables lists them. For groups, the Everyday Insight page for therapists has a four-session skills group across the tools.