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.