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Sessions are individual counseling meetings — schedule them from a case, then use the Session desk to take rich notes, assign homework, and mark completion.
Sessions list showing meeting number, counselee, and status badges

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Quick Start

  1. Open Counsel → Sessions for a tenant-wide list (newest first).
  2. Click a row to open the Session desk.
  3. Or create sessions from Cases → [case] → New Session.
  4. Set status: Scheduled → In progress → Completed (or Cancelled / No show).
  5. Save notes before marking Completed.

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How-to Guide

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Sessions list

Each row shows:

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Session desk

Session desk with rich text notes, counselee summary, and homework builder
The desk is a split workspace: Use the header to change status, navigate sibling sessions, or schedule a follow-up.
Session notes are confidential counseling records — distinct from Pastoral Notes in AdoraCare. Access is limited to counselors and tenant admins per RLS.

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Session statuses

Cases

Parent case and counselee context.

Agenda

Week view of upcoming sessions.

Resource Library

Pull worksheets into homework or share after sessions.