• Engagement: Each counselor-counselee relationship. Engagements can stand alone if it's a one-time meeting or include several sessions.
  • Session: Each meeting an individual has with a counselor. All sessions are part of an engagement.

Creating a New Engagement

  1. From the Engagements page, click New.
  2. Select the Contact.
  3. Select the Counselor.
  4. Select the Counseling Type.
  5. Enter the Start Date and Time.
  6. Enter the End Date and Time.
  7. Enter any relevant notes.
  8. Click Save.

Editing an Engagement

  1. On the Engagements page
  2. Open the Engagement record
  3. Click Edit
  4. Edit the information
  5. Click Save

Creating a New Counseling Session

  1. From the Counseling Sessions page, click New.
  2. Select the Engagement.
  3. Enter the Session Date.
  4. Enter any desired notes.
  5. Click Save.

Editing a Counseling Session

  1. From the Counseling Sessions page, click the record to be edited.
  2. Click Edit.
  3. Edit the desired information.
  4. Click Save.

Editing Counseling Types

Counseling Types can easily be added or edited to accommodate the counseling structure at your church.

  1. From the Counseling Types page, either open a record or click New.
  2. Add or edit the Counseling Type field.
  3. Add or edit Notes.
  4. Click Save.

Securing Sensitive Counseling Information

Sensitive data contained within Counseling pages can be secured through the use of security roles. This access can happen at the page, sub-page, and even field level. Some churches have also added tables to their Counseling section to house Counseling Documents and Counseling Document Types which can then be secured through Security Roles. For more information on Security Roles and configuration, see Security Roles.


Last Modified: 6/19/2019

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