Pro Tips
Active vs. Lifetime Clients
This video will show you how to hide clients you’ve graduated so Session Life only shows you the clients you...
Check In Call Preparation
This video will show you how I use Session Life notes to save me time and help me be better...
User Settings Tour
Many of you have asked about the configurability of Session Life. There are a number of features to personalize the...
Deep Dive: Agendas In Session
The agenda features in Session Life are amazingly powerful for planning customized agendas with time tracking and prompts for you....
The Session Buttons
This video is a recap of the Session Buttons. These are my power tools for being a better facilitator. Having...
Client Reference Report
The Client Reference Report keeps a few important things just a click away during your sessions. See what goes in...
Cut & Paste
Yes indeed, good old fashioned use of your iPad’s clipboard will help you move your handwritten ink from one field...
Common Fields Review
The Common Fields are how Session Life compartmentalizes your notes. This video provides a review of the Common Fields, what...
Session Life During IDS
You really don’t need to use Session Life during IDS but I have found a couple of things that have...
Implementer Guides
Session Life provides a simple text window of the talking points to follow in the session. You should always study...