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Sessio Help Center
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Your first session

Add a client and generate your first note draft.

1. Add a client

Select Add client in the sidebar. Enter a name and optionally add contact details, pronouns, and a short private note about the client.

2. Choose how to create the session

  • To record a new meeting, select Start session from the client profile.
  • If you already have a recording, select Upload session, or drop an audio file into Files and choose Create session.

Recording requires microphone and Screen Recording access. These permissions are not required when uploading an existing file.

3. Wait for processing

After recording or upload finishes, Sessio prepares a transcript, summary, and note draft. You can follow the status in the client’s session list.

4. Open the note

The note draft is saved automatically. You can open and edit it at any time; your changes are saved automatically too.

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