First Session Checklist

The first session is the beginning of the therapeutic relationship. You don’t need to cover everything or get everything “right”. Your role is to create a safe, clear and welcoming space where the client can begin to share their story.

Before the session

• Have your client agreement / contract and confidentiality information ready

• Make sure your space is private, comfortable and free from interruptions

• Give yourself a few quiet minutes to arrive and ground yourself

During the session

• Welcome the client and explain how you work

• Go through confidentiality and its limits

• Clarify practicalities such as fees, cancellations and contact between sessions

• Explore what has brought the client to counselling and what they hope for

• Notice pace and allow space rather than trying to gather everything at once

• Check that the client has an opportunity to ask questions

At the end

• Let the client know when the session is coming to an end

• Agree any next steps or future appointment

• Complete your notes and store them securely

• Take a moment to reflect and reset before your next client

A gentle reminder

The first session isn’t about proving yourself as a therapist. Be present, be curious and trust your training. The relationship begins with how the client experiences being with you.