My Session Details – Trainer View

Explore how to manage session details from the new My Sessions view.

On the Upcoming tab, click on a session.

In the session, there are tabs to view the Attendees, the Waitlist, and the Session Details. From the Attendees tab, you can manage all the clients attending the session by clicking on “Manage”. You can also manage a single client by clicking on the menu icon next to their name.

In both menus you can manage the visit status.

Clicking on the arrow next to a client will complete the visit.

Click on a client to view their details.

The Visit tab will show the visit’s details.

The Contact tab will show the client’s contact information.

The Private Notes tab is where you can add training info notes as well as private notes.

The menu icon in the upper right will have additional options to manage your client. Click on the “X” to close this view.

Back on the session view, click on the Add Client icon.

From here you can add a client to the session.

Or you can add a client to the waitlist.

To add to the session or the waitlist, find the client and select them from the drop down list.

Save changes to add the client to the session or waitlist.

On the session view, there are also options to edit and cancel the session as well as edit global service settings.

Click on Waitlist to view anyone on the waitlist.

Session Details will have information about the staff and have options to edit the session and the global service settings.

Click on the Edit session details link.

Here you can modify the session and save changes.

Click on the “X” to go back to your list of upcoming sessions.

This guide covered accessing session details, managing visit status, adding individuals to sessions and waitlists, and editing sessions.