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RITMELIO / SCENARIOS/SINGLE-SESSION

I need to schedule one session

You have agreed on a one-off meeting.

Who it is for: Specialist

Before you start: Workspace access. Check the selected client, dates and current records before starting.

A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.

What to do

  1. 01

    Choose “+ Session” in Schedule. Set the client, date, start, duration and Online/In person format; leave recurrence off.

    I need to schedule one session · 1
    I need to schedule one session · 1
  2. 02

    Review the summary. Resolve overlaps by choosing a free time; check the package if there is a balance warning.

    I need to schedule one session · 2
    I need to schedule one session · 2
  3. 03

    Confirm creation and open that day in Schedule.

    I need to schedule one session · 3
    I need to schedule one session · 3

Check the result

Exactly one session appears with the right client, time and format.

If things go differently

For a time conflict, return to the date selection. If the record changed, reopen it and check its current state before confirming again.

Keep in mind

A package warning does not record a payment. Resolve time conflicts before confirming.

Feature guide: Schedule ↗Next scenario: A client attends regularly ↗← All scenarios

Checked against the app:

TRIAL · PRO

Try it in your working day.

Leave your email to request trial access. We will contact you about getting started. This request does not start a paid subscription.

Trial is a limited Pro subscription: core features, AI chat, broadcasts and reports with trial limits. We will share the exact duration and limits when you join.