Navigation and search

Find clients, sessions, search, and settings.

The main sections are in the sidebar:

• Search — find clients, sessions, notes, transcripts, and commands. Shortcut: ⌘K.
• Sessions — a list of completed and processing sessions.
• Clients — active clients and their profiles.

A client profile has three tabs:

• Overview — the client’s summary and context;
• Sessions — meeting history;
• Files — recordings, questionnaires, previous notes, and other materials.

The account menu at the bottom of the sidebar contains settings, help, and sign out. Archived clients are available under Settings → Archived clients.

Use ⌘B to hide or show the sidebar.