Coaching sessions

A session is a coaching meeting with one client. Your client books it in their portal from your free times, or you schedule it. Each session has a page with your client's prep, your private notes, the recap you share, the actions you agree and, afterwards, your client's rating.

Session types

A session type sets what is booked: how long a session is, which coach it is with, and where it happens. Add one in Coaching settings with Add session type. It starts as 60 minutes with you, in Video Chat; change any of that on its page.

• Coach: clients book from that coach's hours in Meetings, and times the coach is busy in Meetings or their connected calendar are not offered.
• Where: Video Chat, Zoom, Google Meet, by phone, in person or at another link. Zoom and Google Meet links are made from the coach's own connection in Meetings when a session is booked. For a phone call or a meeting in person, add the number or the address.
• Shortest notice and Furthest ahead for this type, if they differ from your booking rules.
• Notes starter: headings to copy into the private notes of each new session of this type.

A session type is never listed on your public meeting page, and it does not count toward your Meeting types.

In a client's Edit details, choose the Session type they book. Left as Any of the coaches' session types, they can book any type of the coaches on their coaching.

Booking rules

Coaching settings holds the rules for sessions your clients book:

• Late cancellation (24 hours to start with): a session a client cancels this close to its start still counts.
• Sessions booked at once (2 to start with).
• Shortest notice (12 hours to start with) and Furthest ahead (60 days to start with).

A client also cannot book once every session included in their coaching is used or booked, while their coaching is paused, or after its end date.

Schedule a session

Choose Schedule session on the Sessions page or on a client's page. Pick the client, the session type, and a date and time in your own time zone. Your client will be emailed a calendar invitation in theirs, and so will the coach.

You can schedule at any time, outside the booking rules. When the session would be more than the sessions included, or the coach has something else then, Magpie will say so and offer Schedule anyway.

To schedule a series, choose Repeat: every week, every two weeks or every month, and how many sessions (up to 12). Each is at the same time of day. Every date is checked first; if any goes past the sessions included or the coach has something else then, Magpie lists the dates and offers Schedule anyway for the whole series.

During the session

Open the session from the Sessions page, a client's page, or the Overview's Today and tomorrow. Times are in your time zone, with your client's time beside them when it differs. Join opens the call or the meeting's link.

• Prep is what your client wrote before the session. It opens 72 hours before the start.
• Since the last session lists the actions your client finished, with what they learned, and the check-ins they answered.
• Private notes are read only by the coaches and observers named on the client's coaching, never by the client. A team admin reads them after naming themselves an observer.
• Recap is what your client will see. Choose Send recap and they will be emailed that it is ready; the email does not include the recap. Changes you make after sending show to your client at once.
• Actions agreed go straight into your client's actions, marked with the session.
• Takeaways are single lines for your client to keep. They see them with the recap.
• Goals shows where each goal is now and where it was at the last session. Choose Agree goal for a goal your client proposed once you have agreed it together, or record where a goal has got to with Record.
• Exercises fills in an exercise from the library with your client. Choose it, leave sees the answers ticked if your client should see them in their portal, and choose Fill in exercise. It opens on its own page and is kept as you go; Save answers when you are done. The switch on its page changes whether your client sees the answers, at any time.

Notes and the recap are saved as you type. If another coach saved the same text while you were writing, yours is not saved over theirs: copy what you wrote, then reload the page.

After the session

Choose Mark held or No-show. A session nobody marks is marked held 48 hours after it ends. Until then the Overview lists it under Waiting for you, with recaps not yet sent.

Once a session is held, your client is asked for a rating: four questions from 0 to 10, open for 7 days. The ratings are on the session's page, and Session ratings on your client's page shows the latest rating for each question with the earlier ones in order. A rating of 6 or less on any question, or a rating for "I am leaving with something I can use." 2 or more below its average over the earlier sessions, puts your client under Needs attention.

Find a session

The Sessions page lists Upcoming and Past sessions of every client you coach. Narrow it to one client or one coach; under Past, also to Held, No-show, Cancelled or Not marked yet.

A no-show and a late cancellation count against the sessions included. In the session's More menu, Waive this session stops it counting, and Count this session again undoes that.

Move or cancel

In the session's More menu, Move session takes a new date and time, and Cancel session cancels it without counting it. Your client will be emailed either way, and the calendar invitation will change with it. Your client can move or cancel in their portal until the late cancellation window; after that they can still cancel, and it counts.

Video Chat sessions

A Video Chat session gets a call your client joins from their portal without an account. The call lasts the session's length plus 15 minutes, up to 120 minutes. Video Chat sessions need the Pro or Team plan; on Free, choose another place.

Meetings

A session's booking is in Meetings and blocks the coach's calendar like any booking. It is moved or cancelled from the session in Coaching, not from Meetings.

For coaching problems, Contact support.