Seeing a Client's scheduled Sessions and history

Seeing a Client's scheduled Sessions and history

The Client detail page is where you review everything happening for one specific Client on Innovibe: their active Schedules, their past Schedules, every Session they've listened to (or missed), and any instructions you've left them. It's also where you kick off a new Schedule for that Client without going through the main Schedules menu.

You'll need:


Step 1 - Open the Client's page

From your sidebar, open Clients, then click the Client you want to look at. You land on their detail page. Above everything else, a Back to all Clients link lets you return to the list when you're done.

The card at the top summarises the Client:

  • Name (with a pencil icon to edit profile details).
  • Status badge.
  • Country, Language, and the Client's local time and GMT offset.
  • Contacts on the right: email and phone, both clickable.

Below the card is the Schedules heading, followed by two tabs (Current and Past) and an Add schedule button on the right. The button pre-fills this Client on the Create Schedule form, so you can skip the Attach-Client step.


Step 2 - Look at the Current tab

The Current tab shows every Schedule that is still within its duration window - New, Active, and Paused. Each Schedule is a collapsed card with, from left to right:

  • A track-type icon.
  • The Track name and potency (e.g. Arnica Montana, 200C).
  • The start date and a compact summary: frequency plus total days.
  • A status badge (Active, New, Paused).
  • A menu button that opens the actions popup (Edit / Pause / Resume) - see Managing a Schedule after it's live.

Click anywhere on the card to expand it and see the detail body.


Step 3 - Expand a Schedule card to see the detail

Clicking a Schedule card opens it up. The body shows:

  • Track name, potency, and the Practitioner who created the Schedule.
  • Last and Next Session time cards - the time of the most recent Session that ran and the time of the next one coming up. These only show when there's a real previous or next Session to display.
  • Schedule start date - the date and time of the first Session.
  • When - the frequency (for example every 6 hours).
  • Schedule duration - N/N days where the first number is how many days have passed and the second is the total duration (for example 2/3 days).
  • Practitioner instructions - the free-text note you left on this Schedule, if any.
  • Past sessions (N) - an accordion (closed by default) that opens a per-day view of every Session that has happened on this Schedule so far.


Step 4 - Review individual Sessions

Clicking Past sessions (N) opens the accordion into a day-by-day slider. Each slide is one day of the Schedule, titled Day 1, Day 2, and so on, with a date subtitle. Inside each day's slide, every Session that ran is listed with a green checkmark and the time of day.

Use the left and right arrows to move between days. Days with no listened Sessions show an empty state instead of an empty list.

The

The running count on the accordion header ("Past sessions (8)") tells you how many Sessions the Client has actually listened to. If the number is lower than the total Innovibe scheduled, the difference is Sessions that were missed or that haven't happened yet.


Step 5 - Look at Past Schedules

Once a Schedule's duration window ends, it moves from Current to the Past tab. Past Schedules work exactly the same as Current ones - click to expand, open the accordion to see day-by-day Sessions - but they no longer change.

The Past tab has two extra filters above the list:

  • Date range - limit the list to Schedules that started (or were active) inside a specific window.
  • Schedule status - filter by status (All, Active, New, Paused, Missed, Expired). The Past tab is most often Expired, but if a Schedule ended as Missed it'll also appear here.

The Past tab on the Client detail page with the Date range and Schedule status filters above a list of two expired Schedule cards (Nux Vomica 30C and Belladonna 200C)


Starting a new Schedule for this Client

The Add schedule button, next to the tabs, opens the Create Schedule form with this Client already filled in and locked at the top. You go straight to the Track section. See Creating a Schedule: picking a Track, Potency, and Category.


Common issues

  • "There are no active schedules" - the Current tab is empty. Click Add schedule to create one, or switch to Past to see earlier Schedules for this Client.
  • "Past sessions (0)" - the accordion is disabled when nothing has been listened to yet. This is normal for a Schedule whose first Session hasn't played.
  • "The day view looks empty even though the Schedule is running" - the Client hasn't listened on that day yet, or the Session was missed. Check the Schedule's status badge and the Last / Next time cards.
  • "I can't see a Client's email or phone" - make sure the Client card at the top of the page has loaded. If it shows a loading state for a long time, refresh.

Need help?

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