To ensure a seamless experience with your clients and avoid any issues with session features such as Recording, Transcript, Analytics, and Progress Notes, please follow these best practices:
Before the Session
Test Your Audio and Video
Confirm that your microphone, speakers, and camera are functioning properly.Check for Device Issues
Make sure there are no technical problems such as distorted audio or incomplete video playback.
(You may book a group session to test video and audio playback on the platform.)Run a Pre-Session Check
Before joining a session, test your microphone and camera to ensure everything is working correctly.Confirm Feature Availability
Double-check that all necessary features (e.g., recording, analytics, progress notes) are enabled for your session.Avoid Starting a Session Too Early
Do not start or join a session too early or for testing purposes. If you enter a session and then leave, the platform will treat it as concluded. As a result, the session will be removed from both your dashboard and your client’s. To proceed, you will need to book a new session, as the original one can no longer be used.If joining sessions or loading the page takes too long, refresh your browser.
During the Session
Use the Layout Features
Take advantage of available layout tools to optimize your screen view for comfort and clarity.Switch to Chat if Needed
If audio issues occur during the session, use the built-in chat function to continue communication.Watch for the Time Warning
A one-minute warning will appear when the session is about to exceed the scheduled duration. You can safely dismiss this message and continue—there is no hard time limit on sessions.
Ending the Session
Always Use the Hang Up Button
To properly end your session, click the hang-up button. Never close the browser window to exit. Doing so can cause recording errors or delays in session availability, potentially taking up to 24 hours to process.