Help Topic: Sessions

Q. How To Create Recurring Sessions?

To create multiple, recurring sessions, do the following:

  1. go to CALENDAR > SESSIONS or click on the sessions icon to the left
  2. click on Create Recurring Sessions from the dropdown link to the right (scroll downward for mobile)
  3. choose the days you want recurring session to take place.  You can select any number of days
  4. how many sessions are in the recurring schedule?  This includes the first session.  Therefore, placing the number 10 here will produce 10 total sessions
  5. select the recurrence type from the dropdown select.  Weekly means the above settings will be duplicated for the next week.  Monthly means the schedule will be duplicated again for the next month
  6. finally, click the enabled checkbox.  If you do not enable the schedule, it will not be applied.

After you submit the session and its recurrence schedule, you can review it one the sessions list page or click on the Calendar option and see the session schedule visually.

Q. Who Can See The Public Note For Sessions?

All participants can see the public sessions note.  This includes; admin, staff, practitioners, and clients.

Q. How Do I Set Up Group Sessions?

You have several options for adding a group session, they are:

From the calendar side menu:

  • click on the ADD GROUP SESSION button

From the calendar cells in month view:

  • click on an empty cell for a given day
  • click on the SWITCH TO ADD GROUP SESSION hyperlink at the top of the page

From the calendar cells in week or day view:

  • scroll across the time interval for a given day
  • click on the SWITCH TO ADD GROUP SESSION hyperlink at the top of the page

From the sessions list:

  • click on the ADD GROUP SESSION button

From the main menu:

  • click on SESSIONS from the main menu
  • choose ADD GROUP SESSION

Any of these methods will allow you to make a group session.

Q. How Do I Save A Session?

There are a few ways to save a session.  They are:

FROM THE CALENDAR:

  • click on the session.  You will see a pop-up box with information appear.  At the bottom, if the session is still open, you will see a hyperlink labelled "Save"
  • click on the SAVE hyperlink
  • you will be shown a list of options: open, canceled, missed, save
  • choose "save" and click submit
  • you have successfully saved the session

Alternatively, if you wanted to track the session as missed or canceled, you can do that too.  Remember, missed sessions are billed to clients whereas canceled sessions are not billed.

FROM THE SESSION LIST:

  • click on the zoom icon or view option from the list of sessions. This is found at the far-right of the tabular data
  • you will be taken to a page that shows detailed information about the session
  • choose the button labelled, "Save"
  • you will be shown a list of options: open, canceled, missed, save
  • choose "save" and click submit
  • you have successfully saved the session

FROM THE SESSION LIST CHECKBOX AND BUTTON

  • if you select a single checkbox from the list or all checkboxes from the list
  • from the dropdown menu select, "Save"
  • the submit button will become active once you have made a selection from the dropdown menu select
  • after the submit is clicked all of the sessions that you selected will be saved
  • if you selected one of the other options from the select dropdown, those functions will be applied to all of the checked sessions
  • the page will reload and you will see the change in status for any and all sessions selected

It is very important to save sessions.  When sessions are saved, the client balance, and practitioner wages are tracked.  If you do not save sessions, you will be unable to use any of the account functions and this includes tracking your clients balances.

Q. How Do I Add A Session?

You can add sessions in the following ways:

From the calendar:

  • click the add session button below the command center icons
  • click on a day inside the calendar (or the day cell header)
  • week view and day view allow you to click and drag start and end times

From the session list:

  • click on the add session button below the command center icons

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