Export or delete a session
How to save materials to your Mac or delete a meeting.
You can save a session’s materials to a file or delete the meeting entirely.
Where to find it
Open a session and select Actions (the “⋮” menu).
How to export
Choose a format:
- PDF — a ready document for reading or printing;
- Markdown — a text format for moving into other apps.
The export includes the session note and the main metadata: date, approach, and the practitioner’s name.
How to delete
Select Actions → Delete session. The associated note, transcript, and audio are deleted along with the session. They cannot be recovered after you confirm.
What you’ll see
A PDF or Markdown file on your Mac when you export. When you delete, the session disappears from the client’s list.
If it didn’t work
- You need to save the text before deleting. Export the session first, then delete — data cannot be recovered after you confirm.