Today

Select Today in the side menu; the Today, Tasks and Activity tabs are at the top. Review the day’s sections before opening a record or preparing a session.

Under Needs your attention, review appointment, message and pending-activity rows; open Tasks in the top tabs for the full list. Each row identifies the client and item. Select the one you want to review to open its relevant screen.

In the session row, check client and time and select it to open it. A booked label indicates that it came from a booking. Check details before changing time or status.

If a completed-preparation indicator appears, select it to review the answers. Completing the form does not mean that the session has taken place.

Select the Client Log row to open the client conversation. Read the message and reply in the thread when appropriate; opening and replying are separate actions.

Select the action row and check its date and status in the record. Review progress before marking it complete or changing its date.

Open the form row and check its status. Before sharing it again, check its client and whether a response has already arrived.

Under Your clients’ activity, check what happened and when. Select the row to open details. An opening notification, a reply and a completed activity have different meanings.

Under Your clients’ activity, select View all or open the top Activity tab for the full list. You can also check this activity from the bell under From your clients. Open details to read a response’s content.

Open Activity in the top tabs and review the entries. To manage read markers, open the bell and use Mark all read after reviewing. The new view does not have the old block’s Mark as seen button. Marking items read does not complete tasks or reply to messages.

In the Tools section of Today, enter the situation in the search box and select Search to open the assistant when no tool names match. You can also choose a quick suggestion. The assistant searches catalogue tools based on your text.

Read each result’s name, category and description. Adjust your query if it does not fit your needs; the search does not assess the client or replace your choice.

Select Open on the result. Review the tool before using it. If you will record work in a client record, check which client is active.

Select Share with client on the result. This opens the sharing flow for the client whose record you opened. Review the client and link before choosing a channel; this button does not automatically send an email.

Select Clear to clear the assistant’s search thread. This does not delete tools, client records or saved work.

In the sharing window, copy the link or choose WhatsApp or Email. For Email, check the requested address and wait for sending confirmation. For WhatsApp, review the message and send it in that channel.

Under Today → Tools → Recently used, select a tool to open it. These shortcuts depend on usage stored in this browser; check the tool and client when it opens.

Open the client profile from Clients and choose Tools in the right column. Check the status and date of each transfer before sharing it again. The new panel has no old tools-awaiting-response block in Today; To do does not replace that history.

Under Today’s schedule, select View schedule to open Schedule and check upcoming appointments. Use Calendar’s dates and filters for past or cancelled appointments.

In the side menu, open + New → New appointment to open the appointment form. For a new record, use + New → New client. Complete and save on the screen that opens. Check the result there; selecting a shortcut does not create the record.

In the side menu, expand the group you need and select an option; for session tools, open Session. To find another item, open Search or do… in the side menu or press Ctrl K or ⌘K.

Review active clients, sessions recorded this month and the next appointment. Recorded sessions are not all calendar appointments. Check the record or Calendar to verify each indicator’s details.