Jisti offers an efficient and systematic way of keeping track of client sessions such as appointments, counseling, therapy or consultations.
This article provides a step-by-step instruction on how to add and edit sessions.
Adding a Sessions from the Clients page
There are two starting points from which we can schedule a client for a session. We can start from the Clients page; or we can start from the Sessions page.
Suppose we are going to make a session for the client Ryan Newton on July 19 from 4:00 to 6:00 pm.
At the Clients page, click on the record for Ryan Newton.
At the Clients profile of Ryan Newton, click on + at the Sessions Area.
The Client field will be prefilled with the name Ryan Newton. The Starts at fields are also prefilled with the current date and time.
To change the schedule, click on Starts at, and a monthly calendar is displayed.
Click on July 19.
The sessions scheduled for this date are displayed. Click on the time field of Starts at to change the time to 4:00 PM.
We notice that the schedule of 4:00-6:00 overlaps with the existing 5:00 PM - 7:00 PM session.
We can still click on Save to save the session, but at the Session page for the July19 schedule, it will indicate that the two sessions overlap.
Adding a Sessions from the Sessions page
Suppose we are going to schedule a session for the client Anthony Coors on July 19 from 1:00 to 3:00 PM.
At the Sessions page, head on to July 19 and click on the Add Session button.
The Starts at field will be prefilled with July 19 and the current time. We adjust the time and put in Anthony Coors in the Client field. Click on Save.
Editing a session's details
Suppose we want to move Anthony Coors’ time to 8:00 to 9:00 PM to get rid of his overlapping with Ryan Newton. We also want to change the Sessions type to Counselling but retain the Cost and the GST.
Click on the Edit Session icon at the Client sub-menu section in the Sessions page.
This session Starts at July 19 6:30 PM. The Session Type is Transactional Analysis. Duration is 1h; cost is 100 and GST is 9.09.
Move the time to 8:00 PM and change the type to Counselling.
Notice that when you change the Type - the Duration, Cost and GST fields are automatically updated with their default values for this Type.
We can then adjust the Duration, Cost and GST if we wish to return them back to their previous values. Perform the changes and click on Save.
Below are the sessions on July 19.