Sessions

Schedule counseling meetings and capture confidential session notes, homework, and scripture.

Sessions are individual counseling meetings — schedule them from a case, then use the Session desk to take rich notes, assign homework, and mark completion.

Quick Start

1. Open Counsel → Sessions for a tenant-wide list (newest first).
2. Click a row to open the Session desk.
3. Or create sessions from Cases → [case] → New Session.
4. Set status: Scheduled → In progress → Completed (or Cancelled / No show).
5. Save notes before marking Completed.

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How-to Guide

Sessions list

Each row shows:

Element	Description
Meeting #	Session number within the case
Counselee	From linked case
Date & time	scheduled_at with duration
Status	Icon + badge (scheduled, in progress, completed, etc.)

Session desk

The desk is a split workspace:

Panel	Tools
Notes	Tiptap rich editor — headings, lists, quotes; auto-save
Counselee	Life summary, demographics, case context
Homework	Structured blocks counselors assign between meetings
Scripture	Search and insert passage references

Use the header to change status, navigate sibling sessions, or schedule a follow-up.

Session notes are confidential counseling records — distinct from Pastoral Notes in AdoraCare. Access is limited to counselors and tenant admins per RLS.

Session statuses

Status	When to use
Scheduled	Future appointment on the books
In progress	Meeting underway
Completed	Notes finalized; appears in case history
Cancelled	Meeting called off
No show	Counselee did not attend

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Related

Cases

Parent case and counselee context.

Agenda

Week view of upcoming sessions.

Resource Library

Pull worksheets into homework or share after sessions.