Sessions

Open a session

1. Click Cases › pick a case › Sessions tab. Or use the global search and search by session name.
2. Click any session row. The detail page shows the meeting area, summary, notes, tasks and files.

Session statuses

Scheduled

The session is on the calendar and confirmed. It has a start and end time and (if online) a meeting URL.

To be confirmed

Drafted but not yet confirmed with the client. Use this while negotiating a time.

In progress

The coach has clicked Start and the meeting timer is running.

Completed

The session has ended. Coach and client summaries have been written.

Cancelled

The session will not run. A close reason is recorded.

The session detail page

The session detail page shows the meeting area at the top and a strip of tabs underneath. The meeting area changes depending on the session state:

• Scheduled: meeting details, join link, start button.
• In progress: live timer, end button, participant list.
• Completed: recording link, transcript, coach and client summaries.

Tab reference

Every tab on the session detail page has its own page in this guide, with the screenshot and a step-by-step walkthrough.

• MeetingJoin or run the live session
• TranscriptsGenerated transcript of the recording
• SummaryCoach summary and client summary
• Time LogManual time entries for this session
• Session NotesFree-form notes tied to this session
• Session TasksFollow-up tasks from this session
• CoursesCourses linked to the case
• FilesWorksheets, recordings, exports
• RemindersEmail or in-app reminders for this session
• ClientSummary of the contact with quick links

Reschedule a session

1. Open the session.
2. Click the three-dot menu in the top right. Pick Reschedule.
3. Choose a new date and time. The contact receives an updated invite by email.

Cancel a session

1. Open the session.
2. Click the three-dot menu and pick Cancel. Choose a close reason from the list (your admin defines the available reasons in Settings › Values › Session close reasons).
3. Confirm. The session status moves to Cancelled and the client is notified.

Record a session

1. When the session starts, open the session page and click Start. The meeting timer begins and the client can join.
2. When the session ends, click End. Add a coach summary and (optionally) a client-visible summary, then save.
3. If your organisation records sessions, the recording is uploaded automatically and appears in the Files tab once processing is complete.

Add a new session to a case

1. Open the case.
2. On the Sessions tab, click the plus icon in the top-right of the table.
3. Pick a date, time, duration and meeting location (in-person address or online meeting URL).
4. Save. The session appears in the case's Sessions tab and on your calendar.