Add a session you did not record

From your notes

1. 1

   Step 1: Press New > Add a session from my notes (Ctrl+Shift+N), or + Add session in the client’s file.

2. 2

   Step 2: Choose the client, who else came, the date, time, length and type.

3. 3

   Step 3: Type your notes, rough is fine, or press Dictate and speak. Dictation is typed on this computer; no audio is kept.

4. 4

   Step 4: Leave Write the session note from my notes ticked to have the note drafted in the format you choose. Nothing is added that your notes do not say.

From a recording made elsewhere

Press New > Import a recording, or drop the file on Record or a client file. A phone, Zoom or Teams recording works: mp3, m4a, wav, aac, ogg, flac, mp4, mov, m4v, webm or mkv. Your own file is never changed; a copy is written up like a recorded session.

A missed appointment

In Add a session, set Attendance to No-show or Late cancellation, or click the booking on the Calendar. It is not counted as a session, and your missed appointment fee goes to To invoice if you set one.