Settings

What you see on this tab

A form of case-level options: assigned coach, share defaults, bill-to, close reason and danger zone (delete, restore). Save each section independently.

Reassign the case

1. In the Coach section, pick a new coach from the dropdown.
2. Click Save. The new coach becomes the case owner and sees it on their dashboard.

Change the bill-to

1. In the Billing section, pick the new bill-to target (contact or company).
2. Pick the billing method: Per session or Per case.
3. Click Save. Future invoices against this case use the new bill-to.

Set sharing defaults

1. In the Sharing section, toggle the defaults: share description, share case summary, share files automatically, share notes automatically.
2. Click Save. The new defaults apply to future uploads and notes; existing records keep their original setting.

Close the case

1. Scroll to the Close case section.
2. Pick a close reason from the list.
3. Click Close case. The case moves to Closed; new sessions can no longer be scheduled against it. Use the same form to reopen.

Delete the case

1. Scroll to the Danger zone.
2. Click Delete case. The case moves to the Deleted filter. Admins can restore from the case list.