How to start a Directed Session

Generate a new Directed Session code
Written by Jeff Barson
Updated 1 year ago

Directed sessions are used for in-person assessments that are initiated manually. There are no emails or notification's sent to the participant.

Before you begin:

Directed sessions must be enabled for the specific session you're starting. You can turn this on by clicking on the individual session settings. 

To start a generated session:

  1. Go to: The program page you want to start the session for
  2. Click "Add People"
  3. Enter the name and information for the person taking the session
  4. Click "Add to program" to generate a session code

Notes:

Once the code is generated it is valid for 1 hour before you will need to generate a new code.

You can print the code from this screen.

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