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# Organizing a group session

| Feature available from the **Professional** plan (unlocked during the free trial).

A group session brings several clients from the same group together for a workshop, peer coaching or group time. You schedule it from the **group session composer**, which prefills the participant list from the group you pick.

# Before you start

Group sessions are reserved for the **Professional plan and above**. On Starter (or an expired trial), the entry point shows a **lock icon** and opens an upgrade window when clicked. A group session records only the **coach's notes**: it captures no audio and triggers no group consent request.

|| A group session **can't be booked on your public page**: group types never appear on **Agenda › Public booking page** (which only offers your individual sessions). You always schedule a group session **yourself**, from the entry points described below.

| A group can have at most **20 participants**. The participant list is **frozen for each session**: what you adjust here applies to this occurrence only.

# Opening the composer

The **"New group session"** dialog opens from three entry points:

- **Create menu** (top bar) → **Group session**.
- **Clicking an agenda cell** — the date and time are prefilled to the slot you clicked.
- **From a group record**, the **New session** button — the group is already preselected.

# Filling in the session

1. Choose the **Session type** — the list only offers your types configured for group work. Required field.
2. Select the **Group** in the search. The group doesn't exist yet? Use **Create a group** on the fly without leaving the composer. Required field.
3. Check the **Participants** — they're prefilled from the group. You can remove or add some **for this session only** (max 20). At least one participant is required.
4. Set the **Date** then the **Time**. Required fields.
5. Choose the **Duration** from the presets (1h, 1h30, 2h) or enter a custom value with **Other** (in 15-minute steps). Required field.
6. If the session type runs over video with a shared room, add the **Video link (optional)**.
7. Give a **Session name (optional)** to tell occurrences apart — for example "Session 3: 360 debrief" (120 characters max).
8. Add **Notes (optional)** if needed.
9. To repeat the session, expand the **Recurrence** section and set the frequency then the end.
10. Click **Schedule session**. A **"Group session created."** message confirms, then the session record opens.

|| Any required field left empty blocks submission and shows its error message (for example **"Choose a session type."** or **"Add at least one participant."**). Fix the flagged field, then try again.

# Special cases

## The chosen date is in the past

A banner warns you: the session will be **recorded as already held** and can no longer be edited afterward. The **Recurrence** section is then hidden — you don't schedule a repeat on a past date.

## Consent in group sessions

A group session captures no audio and triggers **no group consent request**. Consent stays **individual**: it's managed on each client's record.

## Recurrence slots overlap

If the repeat lands on already-booked slots, a **"Ignore conflicts?"** confirmation appears. Confirm to create the occurrences anyway, or go back to adjust the frequency.

| 💡 **Tip:** name your occurrences right from creation ("Session 2: mid-point review") — you'll spot them at a glance in the agenda and the group's Sessions tab.

# Related articles
- Understanding groups and companies
- Create and manage a group
- Create a session