You will need the appropriate Permissions in order to create a session for a client.

 

A Session in Client Voices is one face to face appointment with your client. Here we’re going to add the first session on a new client case.

 

In this lesson, we’ll assume you’ve created a client case and are ready to begin working on the client’s session.

 

The image below shows Hone’s Case page. You can see he has one case (Case 1) and there are no sessions yet.

 

Click the New session button to create the first session.

 

 

 

Client Voices will automatically take you to the clients first session. It will also automatically create a blank budget worksheet for your client.

 

You will also be automatically taken to the Session page.

 

 

 

 

Meanwhile, on the Case page you will see a Session has been added to the Session table.