Sessions

Record the time you spent with your client
deally, you would enter information into Client Voices while your client was sitting with you. But, of course, that’s not always possible, and sometimes you...
Fri, 8 May, 2020 at 10:54 AM
An Overview of sessions
The Session page in Client Voices is where you do the bulk of your work with the client. This page contains:   Budget Worksheet Debt Schedule Client Ch...
Fri, 8 May, 2020 at 10:55 AM
Change the date of a Session
Ideally, you would enter information into Client Voices while your client was sitting with you. But, of course, that’s not always possible, and sometimes yo...
Fri, 8 May, 2020 at 10:57 AM
Change the value of a Session
The value of a session is the session amount chargeable to MSD. Learn more about MSD sessions here    When you create a new Session in Client Voices, the ...
Fri, 8 May, 2020 at 10:59 AM
Create a new session
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 you...
Fri, 8 May, 2020 at 11:01 AM
Delete a session
Warning: Sessions contain your client’s budgeting and debt information. Only delete a session if you have created one in error.   As you may know by now, ...
Fri, 8 May, 2020 at 11:24 AM
Make changes to an old session
You will need the appropriate Financial mentor Permissions in order to create a session for a client.   A Session in Client Voices is one face to face app...
Fri, 8 May, 2020 at 11:25 AM
Reasons for hardship
The Reasons for hardship is a matrix of common causes of hardship for clients. The purpose of this exercise is to build a clear picture of the major causes ...
Fri, 8 May, 2020 at 11:26 AM
Record the Session length
There is no requirement to record time spent with a client in Client Voices, but you can do it if you need to, and there are two ways to do that.     Rec...
Fri, 8 May, 2020 at 11:27 AM
All about sessions
This article will attempt to answer any questions you might have about sessions for financial mentoring, MoneyMates and no-shows. We will look at what the ...
Wed, 12 May, 2021 at 12:31 PM