Session compliance tracks whether you're meeting the required number of strategy sessions for each client this month, based on their tier. It's a quick way to see if you're on track with your meeting cadence. This guide explains the compliance banner.
💡 Tip — Who can use this For advisory partners, on a client's Sessions tab.
Quick reference
| Step | Action |
|---|---|
| 1 | Check the compliance banner per client |
Step 1 — Read session compliance
On a client's Sessions tab, a banner at the top shows "X/Y sessions completed this month." X is how many sessions you've completed; Y is the required cadence for that client's tier (for example, Access clients expect fewer sessions per month than Executive clients).
The banner tells you at a glance whether you're on track or behind for the month.
📝 Note — The requirement varies by tier Higher tiers expect more frequent sessions (a deeper engagement), so the same number of completed sessions may be "on track" for one client and "behind" for another. The banner is per-client, reflecting that client's tier.
💡 Tip — Schedule ahead to stay compliant If the banner shows you're behind, propose sessions early in the month rather than waiting. Sessions take time to schedule, confirm, and complete — planning ahead keeps you on track and gives the client reliable cadence.