Configure session types

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Session types define the service a member books or a coach delivers. They control the participant limit, activity-completion rule, delivery mode, and which plans can be attached.

Where to manage them

Open Plans.
Select Add session type to create one.
Expand a session type row to see its plans.
Use the edit action on the row to update it.

Session type categories

Category	Use it for	Participant rules
Individual	One-to-one coaching	The participant limit is one and the maximum-participants field is hidden.
Fixed Group	A group with a defined capacity	Set Max Participants to the group capacity.
Open Group	A group session that accepts multiple members up to a capacity	Set Max Participants to the maximum number of members.
Demo	Demonstrations, trials, or introductory sessions	Plans are not allowed, activities are not required, and a member is not required when scheduling.

Session type fields

Session Name — The name coaches and members see.
Category — Determines the participant rules. The category cannot be changed after the session type is created.
Max Participants — Shown for Fixed Group and Open Group types.
Min Activities to Complete — The minimum number of activities that must be recorded before the session can be completed. Demo types do not use this setting.
Delivery Mode — Choose In person for supported one-off sessions.
Status — Set the type to Active when it should be available for scheduling. Use Inactive to keep it configured without making it an active choice.

Recommended setup order

Create the session type.
Set its participant and activity rules.
Add one or more plans to the session type, unless it is a demo type.
Schedule a session from the Calendar.

Changing a session type does not change the category of sessions that already exist. Review the type before using it for new scheduling.