Professionals: How to complete a session / Mark as Done

This article will explain how to complete a session in your Kara Connect Workstation.

You have successfully completed a session with your client. Now it is time to end the session in the system.

Online Sessions

To end the call and complete the online session, follow these steps:

  1. Join your online session with your client.
  2. End the call.
  3. Confirm the payment method. You can choose to charge for the session immediately or at a later stage.
  4. Click "Confirm".

Note: You can end the session and take payment at a later stage. To learn more about how to take payments from your clients click here.

 

chrome-capture-2023-9-20 (3)

Onsite/In Place Sessions

To complete the onsite or in place session, follow these steps:

  1. Once your in-place session took place you can go to your Kara Connect Calendar under "Sessions"
  2. Click on the session in your calendar
  3. Click Join Session
  4. Click End Session
  5. Here you will be prompt to Charge for the session or Skip Payment
  6. Click Confirm

Note: You can end the session and take payment at a later stage. To learn more about how to take payments from your clients click here.

chrome-capture-2023-9-20 (4)

Finding your completed Sessions

Finally, you can review the status of your session:

  1. Go to the Activities tab. To learn more about using the Activities tab, click here.

 

  2. On your Kara Connect Calendar "Sessions" > Click on the Session in the calendar and you will see the information of that session.