Clients
Client Sessions tab
4 min
the sessions tab allows you to easily track and manage all appointments with your client it includes both upcoming and completed sessions, displayed in a clear and organized layout session overview carousel at the top, youโll find a horizontal carousel showing each session in a box each box includes โข session date and time โข service fee โข location (in person, online via eggmed, or zoom) โข payment status depending on the session status โข for upcoming sessions , youโll see three buttons edit , cancel , and join โข for past sessions , youโll see two buttons summary and view (to access session notes) adding a session in the top right corner, youโll find the add session button clicking it opens the session scheduler with the client's information prefilled you can โข choose date and time โข select location โข add a note or tag โข set session frequency if needed sessions table below the carousel, sessions are also organized in a detailed table with two categories upcoming โ shows all scheduled sessions that have not yet occurred past โ shows all completed or ended sessions each table contains the following columns โข date โข time โข duration โข service โข location โข fees โข payment status actions in the upcoming table โข view session details โข message the client โข edit the session actions in the past table โข view session and notes โข message the client โข download session summary
