Before You Start
Have you added a Session to Your Engagement? Read this article about creating Engagements.
As Coaches and Coachees participate in Engagements there is an option to complete Sessions so that they show the most accurate data in the Reporting pages of CoachLogix.
How to Complete a Session
Once an Admin or Coach chooses to complete a Session they can mark the Session as Complete.
- From your Engagements page select an Engagement.
- Choose the Session you want to complete and click the check mark.
- Confirm the date and time in the modal and click Complete.
To learn more about Sessions click here.
- Add Details to Your Sessions
- Choose a Session Meeting Place
- Update the Completion Date of a Session
- Bill your Clients with Invoices
- Collect Payments with Stripe