Add or edit a client

Learn what information you can keep in a client profile.

Add a client

1. Select Add client next to Clients.
2. Enter the client’s name.
3. Optionally add pronouns, country, email, phone number, WhatsApp, or Telegram.
4. Add a private note with any useful context.
5. Select Add client.

If a client with the same name or email already exists, Sessio will offer to open their profile. If the client is archived, Sessio will offer to restore it.

Edit a client

Open the actions menu next to the client’s name and select Edit client. You can update contact details and your private note at any time.

Email is used to match calendar events with the client. It is not required to record or upload a session.