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.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Check the practice Pre-session Prep and Post-session Recap settings.
Open the client profile and find their pre-session and post-session settings.
Review whether that client follows the default or has a specific choice.
Save any change, then check the actual session-linked assignment and its schedule.
How you know it worked
You know which worksheet and timing apply to the client.
If something looks different
Do not assume changing a default rewrites work that has already been sent.
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.