Create your first session

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Use the Calendar to schedule an individual, fixed-group, open-group, or demo session.

Before you begin

• Create an active session type in Plans first.
• Create a plan when members should use session credits for the session type.
• Add the coach who will lead the session.

Plans are not required to create a demo session. Demo sessions can also be created without selecting a member.

Steps

1. Open Calendar.
2. Select Add session.
3. Choose a Session type.
4. Select one or more Members, unless this is a demo session.
5. Select the Coach.
6. Choose the Start date and time and End date and time.
7. Select Add.

The new session appears in the Calendar. Open it to add activities, update attendance, add notes, or change its status.

Important rules

• A session type and coach are required.
• At least one member is required for a regular session.
• The session type controls how many members can be selected.
• Demo sessions can be created without selecting a member.
• New sessions cannot be scheduled for a date before today.