Getting started with Psychology Tools

Psychology Tools is designed to support your work with clients, whether you are working in-session, via teletherapy, or between sessions.

You can use resources in different ways depending on your workflow:

• In-session work – using PDFs during sessions (in person or via screen share).
• Between-session work (homework) – sending digital resources for clients to complete in their own time.

A common workflow is:

Add a client → Share a resource → Review their progress

This works particularly well for assigning homework, but you can use resources flexibly in your sessions too.

Step 1: Add a client

Before you can share resources, you need to add your client to the platform.

1. Go to the Clients page.
2. Click Add client.
3. Enter the client's name and email address.
4. Click Add client.

Your client will receive an email invitation to create their account.

Step 2: Share a resource

Once your client has been added, you can share a resource with them.

1. Go to the Tools page.
2. Select a resource.
3. Click Access this resource.
4. Choose your client.

You will then choose how to use the resource:

• Send a digital version: Best for between-session work. Your client can access a digital tool when they log in.
• Download a PDF: Best for in-session use or teletherapy. You can print it or share your screen during a session.

Step 3: Client completes the resource

The client can log in to their account and complete the resource at a time that suits them.

• They can access digital resources on their computer or mobile device.
• Their responses are saved automatically.

Step 4: Review completed work

You can review what your client has completed at any time.

1. Go to the Clients page.
2. Select your client.
3. Click Completed resources.
4. Choose the resource to view their responses.

You can also export the completed resource as a PDF.