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The whiteboard is the canvas you reach for when talking through the diagram isn’t enough — when the client needs to see their thoughts mapped out, or watch the window of tolerance widen as you draw it, or move sticky notes around until the formulation clicks. It opens from the Share Screen button in a session. Your client sees it in the same place they’d see a shared screen, so the experience is familiar from day one. When you want them to draw too, you flip Two-way ON and they can annotate without needing an account or an app.

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The basics

What the whiteboard is

A shared editable canvas inside the session, used the way you’d use a paper pad in-room.

Opening the whiteboard

Share Screen → Whiteboard. What your client sees the moment you do.

Drawing tools

Pen, eraser, text, shapes, color, and how Apple Pencil pressure shows up.

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Drawing together + saving the result

Letting your client draw

The Two-way toggle — what the client sees, what they can and can’t do, how to wipe their marks before export.

Sticky notes

Six colors of Post-it for capturing thoughts, homework prompts, and affirmations.

Exporting as PDF

Copy to clipboard, save as PNG, or save a vector PDF for the chart.

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The 29 therapy presets

All 29 presets, at a glance

Nine categories, what’s in each one, and when to reach for a preset versus a blank canvas.

CBT — 7 presets

CBT triangle, cognitive distortions, downward arrow, ABC model, thought record, evidence grid, hot cross bun.

Trauma + somatic — 4 presets

Polyvagal ladder, window of tolerance, iceberg, trigger map.

Formulation — 2 presets

5 Ps formulation, cross-section formulation.

Emotion regulation — 2 presets

SUDS 0–100, TIPP distress tolerance.

Mindfulness + ACT — 3 presets

Choice point, bull’s-eye values, 5-4-3-2-1 grounding.

Relationships — 2 presets

Attachment styles grid, drama triangle.

Substance use — 1 preset

Stages of change.

Children + adolescents — 1 preset

Upstairs / downstairs brain.

Psychoeducation — 1 preset + stickies

Stress bucket plus the six sticky-note colors.