Sessions — strategy reviews, deep-dives, retreats, and ad-hoc meetings — are how you stay connected with each client. As a partner, you propose and manage sessions from within each client's workspace. This guide covers scheduling, completing, and cancelling them.
💡 Tip — Who can use this For advisory partners. Open a client workspace, then go to the Sessions tab.
Quick reference
| Step | Action |
|---|---|
| 1 | Propose a new session and manage existing ones |
Step 1 — Schedule and manage sessions
From a client's review workspace, open the Sessions tab. You'll see a monthly compliance banner ("X/Y sessions completed this month") and a calendar view of scheduled sessions.
Propose a New Session: choose the type (Strategy, Deep-Dive, Retreat, or Ad-Hoc), enter a title, date, time, duration, agenda, and the attending partners. The client is notified and can confirm or request a reschedule.
Manage existing sessions: click any session to open its detail. From there you can:
- Join Meeting via the personalized video link when it's time.
- Mark Completed — opens a post-session log form (attendees, discussion points, decisions, follow-up date).
- Cancel Session if it's no longer needed.
📝 Note — Session compliance is tracked per tier Each tier has a required session cadence (for example, Executive clients expect more sessions per month than Access clients). The compliance banner shows how many sessions you've completed versus the requirement, so you can see if you're on track.
💡 Tip — Post-session logs are valuable Filling in the post-session log when you mark a session complete creates a record of what was discussed and decided — useful for the client and for your own advisory continuity. Don't skip it.