Session Life Knowledge Base
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!Release Notes
19 Articles- Release Notes v4.0.2
- Release Notes v4.0
- Release Notes v3.3.3
- Release Notes v3.3.2
- Release Notes v3.3.1
- Release Notes v3.3.0
- Release Notes v3.2.9
- Release Notes v3.2.8.1
- Release Notes v3.2.7.1
- Release Notes v3.2.6.1
90 Min Mtg
3 Articles- How do I enter team members for a 90?
- Entering rating #s in the 90 Minute Meeting
- 90 Minute Meeting Timer Update
Assistant
6 Articles- FlowCRM EOSI Overview
- Admin Collaborative Exchange & SessionLife
- Can my EA set up SessionLife for me?
- Check In Call Preparation
- Assistant Workflow – Pre Session
- Assistant Workflow – Post Session
News about Session Life
4 ArticlesPro Tips
39 Articles- Eliminate Frustration With The Custom Dictionary
- Post-Session Email Attachments
- Observing L10 Meetings
- Session-to-Session Automation Overview
- Improved Reporting
- SessionLife Sync – Your EA can enter data!
- Client Journey to Graduation
- VB2 Slow Roll
- VB1 Slow Roll
- Agenda Reminders with Josh Kwasney
Slow Rolls
8 Articles- Special Session Slow Roll
- Mid-Manager Slow Roll
- 1 Day Annual Slow Roll
- 2 Day Annual Slow Roll
- Quarterly Slow Roll
- VB2 Slow Roll
- VB1 Slow Roll
- Focus Day Slow Roll
User Q&A
33 Articles- Learning SessionLife: A Conversation with Jill Young
- Client Journey to Graduation
- Can SessionLife Track Cumulative vs. Quarterly Revenue?
- Profit & Revenue in VB2
- Counting Rocks in SessionLife
- Can I Exit a Session Without Losing Progress?
- Admin Collaborative Exchange & SessionLife
- Letter Grades in VB2 Rock Review
- Can You Export Issues and Rocks?
- Office Hours – August 14th, 2024
Getting Started
12 Articles- Special Session Slow Roll
- Mid-Manager Slow Roll
- 1 Day Annual Slow Roll
- 2 Day Annual Slow Roll
- Quarterly Slow Roll
- Issues Cutover
- Focus Day Slow Roll
- How do I enter team members for a 90?
- Can my EA set up SessionLife for me?
- Handwriting Part 2
App Configuration
17 Articles- Eliminate Frustration With The Custom Dictionary
- Post-Session Email Attachments
- Observing L10 Meetings
- Agenda Reminders with Josh Kwasney
- EOS Toolbox
- Kolbe
- URLs In SessionLife
- Can my EA set up SessionLife for me?
- Virtual Sessions with Universal Control
- Active vs. Lifetime Clients
Session Prep
11 Articles- Pre & Post Session Workflow – Updated UI
- Agenda Reminders with Josh Kwasney
- EOS Toolbox
- Managing Breaks
- How do I enter team members for a 90?
- Jump Menus and Next Session Planning
- Session Agendas Pt. 4 Offset Sessions
- Session Agendas Pt. 3 Special Sessions
- Session Agendas Pt. 2 Customizing Agendas
- Session Agendas Pt. 1 Standard Sessions
In Session
36 Articles- Session-to-Session Automation Overview
- Special Session Slow Roll
- Mid-Manager Slow Roll
- 1 Day Annual Slow Roll
- 2 Day Annual Slow Roll
- Quarterly Slow Roll
- VB2 Slow Roll
- VB1 Slow Roll
- Agenda Reminders with Josh Kwasney
- EOS Toolbox
Facilitation
26 Articles- Session-to-Session Automation Overview
- Pre & Post Session Workflow – Updated UI
- Special Session Slow Roll
- Mid-Manager Slow Roll
- 1 Day Annual Slow Roll
- 2 Day Annual Slow Roll
- Quarterly Slow Roll
- Issues Cutover
- VB2 Slow Roll
- VB1 Slow Roll