Documentation
How Directee works
Plain instructions for every part of the practice — written the way the app actually behaves.
People & appointments
- DirecteesEvery person you meet with — a directee, a supervisee, a student — lives in Directee as a Person record under People. Each profile is the hub for that relationship: appointments, notes, documents, and milestones all collect there, and only active people count toward your plan.
- AppointmentsAppointments are your calendar of meetings — who you’re meeting, when, where, and whether the meeting has been invoiced yet. Most of them arrive automatically from Cal.com; you can also add or adjust one by hand.
- Appointment notesAppointment notes are where you keep the record of what actually happened — reflections, prayer requests, things to follow up on next time. Every note you write belongs to your account alone; no other director using Directee can see it, and directees don’t have access to their own notes.
- DocumentsDocuments store files—contracts, forms, templates—alongside your directees. Keep agreements, standard language, and supporting materials organized and linked to the people who need them.
- Tasks & milestonesTasks are actions on your agenda — each with a due date and status you can update. Milestones mark important dates in a directee's life — anniversaries, birthdays, recovery milestones, graduations. Both track progress and memory in one place.
Money
- ServicesServices are your price list: each kind of appointment you offer, with its fee and currency. Invoices and appointments reference them so you never retype an amount.
- InvoicesInvoices are how you bill a directee for an appointment — created by hand or from an appointment, emailed with a way to pay, and tracked from open to paid.
- Batch invoicesBatch invoicing collects a whole billing period of appointments onto one invoice instead of invoicing after every appointment. It’s built for arrangements where someone else pays on a schedule — an organization that covers direction for its staff, or a directee who prefers one monthly bill.
- Payments & reconciliationWhen an invoice gets paid, Directee records it in two places: a payment on the invoice, and an income entry for your books. Reconciliation is the step that checks those income entries against your actual bank statement.
- Bank statementsUpload a PDF statement from your bank and Directee reads it, pulls out every transaction, and checks each deposit against the income and Stripe payouts it already knows about. It’s a fast way to confirm that what actually hit your account matches what Directee has on record.
- ExpensesExpenses tracks what you spend running your practice — one at a time, or imported in bulk from a bank or credit card statement. Categories and vendors keep them organized, and recurring expenses save you from re-entering the same bill every month.
- Profit & lossThe Profit & loss report puts your income and expenses for the current year side by side, so you can see at a glance whether your practice is running ahead or behind.
Communication & account
- Broadcast emailBroadcast sends one email to a group of directees at once — a schedule change, a retreat announcement, a holiday note. Everyone is BCC’d, so no one sees anyone else’s address, and replies come straight back to you.
- Your plan & billingDirectee’s pricing works the same way it always has: every feature is available on every plan. The only thing that changes as you move up plans is how many active directees you can have at once.