Your first session
Add a client and generate your first note draft.
Your first session covers the whole path: you add a client, record or upload a meeting, and open a finished note draft.
Where to find it
The first time you launch Sessio, sign in with Google, Apple, or Email and accept the Terms of Use and Privacy Policy.
Then complete a short profile setup — your name, practice country, and approach.
After that, the welcome screen opens with Record now and Choose file buttons and the demo client “Anna” — you can try everything on it without using real data.
How to do it
- Select Add client in the sidebar and enter a name.
- Choose how to create the session:
- to record a meeting, select Start session;
- if you already have a recording, open the client’s Files tab, upload the audio, and select Create session.
- Wait while Sessio prepares the transcript, summary, and note draft.
- Open the session and review the note.
What you’ll see
A new meeting appears in the client’s session list with a processing status. When processing finishes, the transcript, summary, and note draft become available. The draft is saved automatically and can be edited at any time.
If it didn’t work
See Upload and processing issues for more.