Manage booked sessions

The Booked area is where you run your day: review reserved sessions, assign staff, mark appointments complete or no-show, message clients, and use In Session mode to stay on time.

Review your booked sessions

1. Open Booked from the menu.
2. Switch between list and calendar views.
3. Filter by All, Today, or Next 7 days; search and sort as needed.
4. Sessions you host and your own personal appointments are shown separately.

Personal events & Quick Book

• On My Calendar, add personal events for private time that should block or sit beside client sessions.
• Use Quick Book from the calendar (or a VIP card) to book a client into open hours without leaving your day view.
• Day-of tools also live on the Today Board for check-in and running the desk.

Complete, no-show, or cancel

Open a booked session to take action:

• Complete — mark the appointment as finished.
• No-show — record that the client didn't attend.
• Cancel — cancel the booking (any refund follows your policy).
• Use select mode to cancel several at once.

Assign staff

1. Open a booked session.
2. Choose Assign staff and pick a team member (or unassign).

This requires a team — see Team & staff management.

Message, add to calendar, or join Zoom

• Send message to open a direct message thread with the client.
• Add to calendar to save it to your device or Google Calendar.
• Join Zoom when the session has a video link.

In Session mode

In Session is the treatment-room clock on mobile and in the pro portal (In Session nav). It is designed for low light and mid-session actions without leaving the room.

1. Open In Session from the app drawer or pro portal.
2. See the analog clock, digital countdown, client name, and intake focus / priority badges.
3. Tap +15m or +30m to check whether an extension fits your buffer and day; confirm to update the schedule and billing.
4. Use Need Help (tap, double-tap, or hold per your settings) to quietly alert a trusted contact.
5. Sessions auto-arm for Safety Assist when enabled; respond to Still OK? check-ins during long solo work.
6. Start a clinical or SOAP note from In Session without leaving the clock.
7. Tap Complete or No-show when finished. Hold for Silent end to close quietly and notify your contact without client-facing follow-up emails.

Customize face style, hand colors, dim level, terminology, trusted contacts, and alone days under Clock & Safety settings. Marking a calendar day as Alone limits new bookings to your Trusted VIP circle and can hide street address from clients.

History & export

• Past appointments live in the archive.
• Export or share your calendar, and (with the right plan) import/export appointment history.