Calendar
Booked Confirmed · Drag an appointment to another day to reschedule. Tap a day to add, tap an appointment to edit.
Invoices
Banking & reconciliation
Import a bank statement (CSV) and match payments received to your invoices. The file is read on this device — nothing is uploaded. Currency and date format follow your practice country (set in Business Identity).
Payments received
Still outstanding
No statement imported yet. Export a CSV from your online banking, then import it here.
Which banks work?
Most CSV exports work automatically, including Monzo, Starling, Barclays, HSBC, Lloyds, Halifax, NatWest, Santander, Nationwide, Revolut (UK) and Chase, Bank of America, Wells Fargo, Citi, Capital One, Amex (US). If a layout isn't recognised, you'll be asked to point us at the date, description and amount columns. Reconciliation matches by amount and a name in the payment reference — always confirm each match before marking an invoice paid.
Auto-match rules
Income & tax year
UK tax year runs 6 April – 5 April. Received counts income when you were paid (cash basis); Invoiced counts it when you raised the invoice (traditional/accruals basis). Most sole traders use the cash basis. This covers invoices created here only — it doesn’t include expenses or any income you haven’t invoiced in the app — so it’s a starting point for you and your accountant, not tax advice.
Backup & restore
Your data lives only on this device. Export regularly and keep the file in your own cloud (e.g. Google Drive). Restoring replaces everything on this device.
The encrypted export uses AES-256-GCM with a passphrase you choose — a standard, non-proprietary format (the file states exactly how it's encrypted, so it can always be decrypted with the passphrase). Keep that passphrase safe: without it the encrypted file cannot be recovered. The plain export stays fully portable.
Import from WriteUpp
Bring your client list and appointment history across from a WriteUpp export. Nothing is imported until you confirm the preview. The files are read on this device — nothing is uploaded.
No files chosen yet.
Import a client file (.zip)
Import everything for one client — their notes, forms and appointments — from the .zip you downloaded from WriteUpp. If this client isn't in Fallowing yet, they'll be created for you.
No file chosen yet.
Availability
Your usual working days and hours. The diary uses this to guide bookings.
Session types & rates
Used when booking a session — picking a type sets the fee and the invoice description (e.g. EMDR, person-centred, missed appointment <24h).
App lock & 2FA
Lock the app behind a passcode, with an optional authenticator-app code (TOTP) as a second step. Both are checked on this device only. This deters someone casually opening the app; for full at-rest protection also use your computer's login and disk encryption (FileVault / BitLocker).
App lock is on.
Add this in your authenticator app (Google Authenticator, Authy, 1Password, etc.) — tap the link on a phone, or type the secret manually. Then enter the current 6-digit code to confirm.
Secret:
Data encryption (at rest)
Encrypt every record stored on this device with a passphrase, using standard AES-256-GCM. Without the passphrase the data on disk is unreadable — genuine at-rest protection, not just a screen lock. When on, this also locks the app: you'll enter the passphrase to open it (so a separate passcode isn't needed).
There is no recovery. If you forget the passphrase, the data on this device cannot be opened — your only route back is a backup. Keep a passphrase you won't lose, and keep encrypted backups.
Data on this device is encrypted.
Licence
Checking…
Your own video server optional
You don't need to do anything here. Remote sessions use Fallowing's built-in video service automatically — it's included in your licence, with nothing to set up. Each appointment still gets its own private room, and your client records never pass through it.
This box is only for two situations: if you'd rather run your own private video server, or as a fallback if Fallowing's video service is ever briefly unavailable. Leave it empty to use the built-in service. In-person sessions don't use video at all.
Running your own server
If you run your own Jitsi server, paste its web address (for example https://video.yourpractice.com) below and press Save, then Test to open it in a new tab. You enter it once on each device you use. Rooms are still created automatically, one per appointment — you only provide the address, never a room.