--- title: "Sessions on An Individual Contact Record Page" url: "https://coachvantage.productfruits.help/en/article/sessions-on-an-individual-contact-record-page" language: "en" last_updated: "2025-08-11T17:56:03.183Z" --- # Sessions on An Individual Contact Record Page How to schedule and manage sessions (appointments) from the individual contact record page [Embedded content](https://www.youtube.com/embed/7HrykFSH6wk) ## **Overview** Sessions (or appointments) for a particular contact can be viewed and managed from the **Sessions** tab on the **Individual Contact Record Page**. The Sessions tab lists ALL upcoming or past appointments for this particular contact. It includes all appointments that were scheduled with this contact, such as: - Events that they booked (eg a discovery call, an onsite workshop, etc) - Coaching sessions for all enrolled coaching programs - Any ad hoc appointments To see all upcoming and past sessions (or appointments), click the **Sessions** tab on the Contact Record Page. ![](https://cdn-assets.productfruits.com/2a73dddd-5dae-45db-95cd-1fd1dc15850e) You'll see: 1. [Add New Session Button](https://coachvantage.productfruits.help/en/article/sessions-on-individual-contact-record-page#1.-add-new-appointment) 2. [Upcoming Sessions Tab](https://coachvantage.productfruits.help/en/article/sessions-on-individual-contact-record-page#2.-upcoming-sessions) 3. [Past Sessions Tab](https://coachvantage.productfruits.help/en/article/sessions-on-individual-contact-record-page#3.-past-sessions) * * * ## **1\. Add New Session 📆** You can schedule a new session (or appointment) with this contact by clicking the **Add New Appointment** button. The contact's name and email will automatically be pre-filled when setting up a new appointment this way. Refer to this article on [How to Create An Appointment](https://coachvantage.productfruits.help/en/article/how-to-create-a-new-appointment-with-your-clients) to learn more. **Tip**: You can also invite contacts to a new appointment from the **Calendar** page. To learn more about the Calendar, refer this article on [**Appointments and Calendar Settings**](https://coachvantage.productfruits.help/en/article/appointment-and-calendar-settings)**.** * * * ## **2\. Upcoming Sessions Tab** Select the **Upcoming Sessions** tab to view all upcoming sessions or appointments with this contact. You'll be able to view **Program or Appointment Name, Start Time, End Time, Location** and **Name of Coach.** **Note**: The Program / Appointment name is essentially the meeting name. It informs you if the appointment is related to a coaching program, an event or any ad hoc appointment that was created. ### **Managing Sessions or Appointments with Your Contact** You can manage your sessions by clicking the **3-dot button** **menu** option beside each session entry: ![](https://cdn-assets.productfruits.com/6683356c-4646-48c6-a172-6c632f764dce) #### **View Details** When you select **View Details**, a pop-up window will display additional information about the appointment. ![](https://cdn-assets.productfruits.com/36ffd68f-b155-4800-a6f2-c45a6e9d0680) You can **Cancel** or **Reschedule** the appointment from this window. #### **1\. Cancel Appointment 🚫** Clicking on the **Cancel Appointment** button will trigger a pop-up window asking for confirmation to cancel your appointment. ![](https://cdn-assets.productfruits.com/cea9d2a0-1c9f-421b-88cf-cb53485de359) If you choose to provide a reason for cancellation, the note would be included in the cancellation email sent to clients. #### **2\. Reschedule Appointment 🕦**   The **Reschedule** button allows you to edit your appointments by bringing up the **Edit Appointment Window**. Make the desired changes and click the **Save** button at the bottom of the window. Be sure to have the **Send Appointment Notification to Client** checkbox ticked so that your client will receive the email notifying them of the rescheduled appointment: ![](https://cdn-assets.productfruits.com/d23853f0-5bfb-4021-91d7-a32a7b2d5507) On the Edit Appointment Window, you can allow capturing of the session hours by checking the box for **Log Coaching Time For This Session Automatically in Your Coaching Log.** Refer to [**How to Enable Automatic Logging of Coaching Sessions**](https://coachvantage.productfruits.help/en/article/how-to-enable-automatic-logging-of-coaching-time-in-your-coaching-log) to learn more. * * * ## **3\. Past Sessions Tab** Select the **Past Sessions** tab to view all past sessions or appointments for this contact. You'll be able to view **Program or Appointment Name, Start Time, End Time, Location, Name of Coach** and **Captured in Coaching Log.** ### Managing Sessions or Appointments with Your Contact 🧑‍🦳 You can manage past sessions by clicking the **3-dot button** **menu** option beside each session entry: ![](https://cdn-assets.productfruits.com/b3ea00e3-9ae8-45a6-930c-246d7572541f) ### View Details A pop-up window will display additional information when clicked. ![](https://cdn-assets.productfruits.com/6e6b6df3-bc69-4875-b148-144ab82b6f82) ### Remove/Include in Coaching Log On the **Past Sessions** page, you'll be able to see whether a session has been **Captured in the Coaching Log**. If you'd like to have a coaching session duration captured in your Coaching Log, click on the **3-dot button** **menu** and select **Include in Coaching Log** as shown below. **Tip**: This feature is useful, if for example, you have added retroactive coaching sessions to your CoachVantage account and would like to account for these coaching hours in your Coaching Log. ![](https://cdn-assets.productfruits.com/62d27cca-f7d1-4f29-ba03-8c7e6340d585) If you'd like to remove a session from your Coaching Log, click on the **3-dot button** **menu** and select **Remove from Coaching Log** as shown below. **Tip**: This feature is useful, if for example, your client did not show up for a scheduled coaching session and you would like to exclude the session duration from your Coaching Log. ![](https://cdn-assets.productfruits.com/9319201f-091b-41fa-b5b6-99a05a7a874c)