Session Management
Schedule, track, and manage individual service sessions and appointments.
What Are Sessions?
A session represents an individual service delivery — a single appointment, class, or consultation. Sessions have a date, start time, end time, and status. They can be standalone or linked to a client package to automatically track delivery against the purchased bundle.
Scheduling Sessions
Create a new session by selecting the client, the service, the date and time slot. If the session is part of a client package, link it to the specific package and package line. The session number is auto-generated and unique within the client package.
Session Statuses
Sessions progress through statuses: Scheduled, Completed, Cancelled, and No-Show. Mark a session as completed to update the client package progress. Cancel a session to free up the slot without affecting the session count. Mark a no-show to record when a client missed their appointment.
Session History
View a complete history of all sessions for any client. Filter by date range, service type, status, or package. Export session reports for billing reconciliation or client review.