Available for plans: Starter, Growth, Leap, Co-create, Surge
For the Co-create & Surge plans, accessible to roles: Owner, Master Coach, Program Manager, Coach
Make sure you've already created an engagement with your client (or cohort). Haven't added an engagement yet? Create your coaching engagement.
1. Select the engagement - individual or cohort
2. Navigate to the sessions listing page
Click on "Sessions" in the header under the client's name.
3. Log a Past Session
Click on the "Schedule a session" button
4. Log details of the session
Fill in all details of the past session - the crucial part: mark "Status" as "completed".
: If you're logging multiple past sessions for a coachee, add the oldest ones first. This is because the system auto-numbers sessions based on the order in which they are added.
Select the type of session this is, as it will help when analyzing and reporting on your session cadence.
If you have chosen any type other than "Coaching Session", also set the Summary of the session - think of it as the subject or the title.
B. Set Status to "completed"
C. Set the date and time in the "From" & "To" fields
Please note that you can select past dates.
Click on the entry box
Select the date
Click on the orange clock below the calendar
Use the up/down arrows to set the timing
: Do make sure that have set your timezone in your account settings.
D. Un-select all three boxes
These boxes help with automatically blocking your calendar, inviting your client and generating a Zoom meeting link. As you do not require any of these when simply logging your past sessions, go ahead an un-select all three boxes.
Your past session is now logged!
Related: Schedule Upcoming Sessions