Sessions & Records
Session Notes, Session Documents & Files, and how confidentiality works around your sessions.
What Are Session Notes?
After a session, your Expert can write up a structured Session Note — a genuine, ongoing record of what was discussed, kept alongside that specific booking. Wha...
Uploading a Document to a Session
Sometimes it's useful to attach a real file to a specific session — intake paperwork, a worksheet, a reference document. Here's how that works. Who can upload B...
Who Can See a Session Document
This is the one thing worth understanding clearly before you rely on Session Documents: uploading a file does not automatically give anyone — including you — on...
How Long Session Documents Are Kept
Session Documents don't stay attached forever — here's the real lifecycle, in plain terms. Active, then archived A document stays fully active for a set period...
Confidentiality During Your Session
You'll see a clear notice both before and during your session reminding everyone that the session is confidential — here's what that actually means. No recordin...