Add or edit a client
Learn what information you can keep in a client card.
A client is the starting point in Sessio: sessions, notes, and files are all attached to one.
Where to find it
The Add client button is in the sidebar (⌘N). You can edit the details later from the ⋮ menu next to the client’s name.
How to do it
- Select Add client in the sidebar.
- In the Client name field that appears, enter a name.
- Select the pencil Add details to add pronouns, email, phone, WhatsApp or Telegram, and a private note.
- Save the card.
What you’ll see
The client appears in the sidebar list. Email is used to match calendar events with the client and is not required to record or upload.
If it didn’t work
If the name is already taken, Sessio warns you and offers to open the existing client, restore them from the archive, or create a new one anyway.