How-to

What happens when a session is moved or cancelled?

Unsent session work is reconciled with session changes. Already sent records remain part of the client history.

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Before you start

Sign in to the correct coaching workspace. You need permission to manage this area.

Step by step

  1. Reschedule or cancel the session through its session controls or connected provider.

  2. Open the client’s session and confirm the new time or cancellation arrived.

  3. Check linked assignments: eligible unsent work is adjusted after rescheduling.

  4. After cancellation, unsent linked work is suppressed; sent history remains and future reminders for unfinished linked work are stopped.

How you know it worked

Your timeline retains what happened without treating cancelled, unsent work as a new delivery.

If something looks different

Already completed submissions are retained. Check provider synchronization if the session still shows its old time.

YOUR NEXT STEP

How do I prepare for a session using recent work?

Start with the client timeline, then turn recent responses into a small set of questions for the session.