Creating Sessions

Creating a one-off session

1. Go to Scheduler in the left navigation
2. Click + New (top right) or click directly on a time slot in the calendar
3. Fill in the session details:

Field	Description
Title	Name of the session (e.g. "Maths - Year 10")
Start / End	Date and time
Clients	One or more clients to link to this session
Staff	Assigned tutor or instructor (optional)
Status	Starting status (defaults to your first workflow status)
Notes	Internal notes (not visible to clients)
Fee	Session fee - used when generating invoices from sessions

4. Click Save

Linking clients

You can link one or more clients to a session. Linked clients:

• Receive session reminder emails (if configured in your workflow)
• Appear on the session page
• Are included in invoice generation from sessions

Assigning staff

Assigning a staff member to a session:

• Makes the session appear in their staff portal schedule
• Enables availability conflict detection on booking requests
• Allows payroll calculation for that session

Setting a fee

The session fee is used when generating invoices from sessions. It can be:

• Fixed - a flat amount per session
• Hourly - calculated from the session duration and an hourly rate

Next steps

• Recurring Classes - repeat a session on a schedule
• Statuses & Workflow - move sessions through your workflow