How do I automatically send before and after a session?
Set separate preparation and recap rules tied to sessions. Each rule needs a worksheet and a supported timing choice.
Open in CoachSheetsSign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Settings → Automations.
Enable Pre-session Prep and choose Worksheet to Send.
Choose 24 hours before or 1 hour before under Delivery Timing.
Enable Post-session Recap, choose its worksheet, and select Right after or 24 hours after.
Save and check recent automation activity and the client’s assignments.
How you know it worked
Eligible sessions trigger the configured work. The client receives a worksheet link through their effective delivery method.
If something looks different
A rule without a selected worksheet is not ready to send. Check the session’s client and time if no assignment appears.
How do practice and client session settings work together?
Practice automations supply defaults. A client’s session settings let you adapt preparation and recap for that relationship.