Booking sessions allow you to schedule your session with your supervisee(s) for the agreed-upon date, time and duration. Below you will be able to learn how to schedule, view, edit and delete sessions.
BOOKING A SESSION
HOW TO ACCESS: Once logged into Motivo, navigate to > Book a Session in the top right corner.
Select the details of your session
- Date
- Time
- Time Zone
- Location - You can schedule a remote or an in-person meeting.
- Session Type- Individual (1 person), Dyad (2 people), Group (3+ people)
- Hours
- Minutes
Time Zones: If you and your supervisee are in two different time zones, you will want to book for the time zone you are in. The session will automatically convert the session for the time zone of the supervisee.
Confirmation: Once you book your session, your supervisee(s) will receive an email notification letting them know that you have booked the session along with the date, time and duration of the session.
Note: Schedule your session for a time in the future. Motivo doesn’t allow you to join a past session.
RECURRING SESSIONS
HOW TO ACCESS: Once logged into Motivo, navigate to > Book a Session in the top right corner.
Select the details of your session
NOTE: Unfortunately there is not a way to edit a recurring session at this time. If a change needs to be made to a recurring session, the entire series will need to be canceled and rebooked. See "Cancel Recurring Sessions".
- Date
- Time
- Time Zone
- Location - You can schedule a remote or an in-person meeting.
- Session Type- Individual (1 person), Dyad (2 people), Group (3+ people)
- Hours
- Minutes
Time Zones: If you and your supervisee are in two different time zones, you will want to book for the time zone you are in. The session will automatically convert the session for the time zone of the supervisee.
Recurring sessions can be set at a meeting cadence
- Recurrence - Weekly or Monthly
- Repeats Every - Select the number of days from the drop-down.
- Weekday - Select the day of the week this recurring session will occur
- Ends by - Select a date on the calendar
- Ends by Occurrence - Select the number of occurrences
Example:
- If you select weekly, every 1 week, on Monday.
Then your recurring session will happen every week on Mondays.
- If you select weekly, every 2 weeks, on Monday.
Then your recurring session will happen every other week on Mondays.
SELECT SUPERVISEE(S)
Selecting supervisee(s) will add them to the session.
SUBMIT REQUEST
Once the supervisee(s) have been selected, scroll to the bottom to submit your request to book the session.
VIEWING BOOKED SESSIONS
After a session has been booked, it will appear on your dashboard under the ‘Upcoming Sessions’ area. To view the session details, click on the session to open.
Once you click on the session to open the session, you will see all of the details of that specific session.
When viewing the session details, if the session is recurring, the session details will show the frequency of the recurring session.
EDITING A SESSION
Once a session is scheduled, you are able to go back to the session and edit the details as needed.
HOW TO ACCESS:
In the 'Upcoming Sessions' section, you can click on the session you want to edit.
Note: There Is a 'View More' option in the lower right corner.
Once inside the session, click 'Edit'.
Make the changes you need to make, and click "Submit Request" at the bottom to save.
CANCELING A SESSION
Once a session is scheduled, you are able to go back to the session and cancel the session.
HOW TO ACCESS:
In the 'Upcoming Sessions' section, you can click on the session you want to cancel.
Note: There Is a 'View More' option in the lower right corner.
Once inside the session, click 'Cancel'.
You will then be prompted to enter a note about the reasoning of your cancellation. This will be emailed to the supervisee, letting them know of your reason.
By clicking 'Confirm', your session is canceled at this time.
CANCELING A RECURRING SESSION
HOW TO ACCESS:
In the 'Upcoming Sessions' section, hover over your recurring session. A red 'X' will show to the far right of the session. Click on that 'X'.
Note: Recurring sessions cannot be edited. To make a change to the details, the recurring session will need to be canceled and rebooked with the correct details.
A box will open with the options to cancel just one session or cancel the entire series.
Enter in the cancellation reason, and confirm.
See a video below on these steps.
