Automation

Check In Call Preparation

This video will show you how I use Session Life notes to save me time and help me be better...

Change in Wrap-Up Workflow

Question from Sandi Mitchell Why did my "enjoy life" button stop working? - It stopped because of a change in the...

Follow-Ups, Observations & Notes

This video will clarify the use of these 3 common fields and walk you through how the newly simplified notes...

Assistant Workflow – Pre Session

Haven and I show you how we work together at to prepare me for a session using Session Life and...

Assistant Workflow – Post Session

Haven and I show you how we work together at the conclusion of a session.