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The Counselor Agenda provides an interactive calendar view for managing your counseling sessions and availability. It combines session scheduling with visual availability indicators for efficient time management.

Agenda Views

Weekly View

The default view shows a full week with sessions listed per day. Each session row displays:
  • Counselee name and session number
  • Scheduled time
  • Current status badge
  • Color-coded availability border

Daily View

Click a day to drill into the daily view with expanded session details and the ability to manage individual sessions.

Session Management

Quick Actions

Each session row has an action menu (⋮) with:
ActionDescription
Open SessionNavigate to the Session Desk
RescheduleChange the session date/time
CancelMark as cancelled
No ShowMark as no-show when counselee doesn’t attend

Visual Status Indicators

Sessions are visually distinguished by their status:
StatusVisual Treatment
Scheduled / In ProgressNormal opacity, full color
CompletedMuted opacity (60%)
CancelledMuted opacity + strikethrough text
No ShowMuted opacity + strikethrough text

Availability Management

Availability is displayed as color-coded borders on each day in the Agenda:
Border ColorMeaning
🟢 GreenAvailable — has open time slots
🔴 RedUnavailable — blocked or full
🟠 OrangeOverride — custom hours for that specific date

Recurring Weekly Slots

Set your default weekly availability:
1

Open Settings

Click the ⚙️ gear icon in the Agenda toolbar.
2

Configure Weekly Slots

Set start/end times for each day of the week.
3

Set Default Location

Define your default meeting location.
4

Save

Your weekly availability repeats automatically.

Date-Specific Overrides

For individual date adjustments (vacation, special hours):
1

Click Day Label

Click the day name/date label in the Agenda.
2

Choose Override Type

Mark the day as Unavailable, or set Custom Hours with specific start/end times.
3

Optional: Add Location

Override the default location for that date (e.g., “Home office” instead of “Church”).

Use the toolbar arrows to navigate between weeks. Each arrow shows a tooltip with the target date range for quick orientation.

Sessions

Document session notes in the Session Desk

Cases

Manage the counseling case lifecycle