Create a new session

Created by Rocky Webster, Modified on Wed, 10 Apr 2024 at 04:37 PM by Rocky Webster

A Session in Client Voices is one face to face appointment with your client. 

 

1 - Navigate to the client record you wish to create  anew session for.


2 - Click on the New session button. 




Client Voices will duplicate the previous session. This new session can now be viewed from the session table.



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