Core Features

Logging Sessions

Logging a session is the core action in CountedIn. It works for all billing types: package clients get a credit deducted, and everyone else gets a session recorded in their history.

How to log a session

From any client's profile page, click the Log Session button. What you see next depends on the client's billing type.

Package clients

For clients with prepaid packages, the dialog shows which package to deduct from.

Log session dialog showing package selection, status, date, and notes — Package clients: choose which package to deduct from

Select the package

If the client has multiple active packages, choose which one to deduct from. If they have only one, it's shown automatically (no selection needed).

Set the session status

Choose Completed for a normal session, Cancelled if the client cancelled in time, or No-show if they didn't turn up. Only "Completed" and "No-show" deduct a credit by default.

Add notes (optional)

Add any notes about the session: what you worked on, how the client did, anything you want to remember.

Confirm

Click Log Session. The credit count updates instantly.

Per-session, monthly, and no-billing clients

For clients without packages, the log session dialog is simpler. There's no package selection step. Just set the status, add optional notes, and confirm.

Simplified log session dialog without package selection — Non-package clients: streamlined session logging with no package step

These sessions are recorded as "direct sessions" in the client's history. They still appear in your dashboard stats, session trends, and activity feed just like package sessions.

Session history

Every session you log appears in the client's Session History section, showing the date, status, and any notes. For package-linked sessions, the package name is shown. For direct sessions, it shows "Direct session".

Undoing a session

Logged a session by mistake? Every session in the history has an Undo button. Click it and:

The session is removed from the history
If it was a package session, the credit is restored immediately
If it was a direct session, it's simply removed from the count

Tip

Undo works for any session, not just the most recent one. This means you can correct mistakes even if you've logged several sessions since.

Bulk session logging

Running a group class? Instead of logging sessions one by one for each attendee, use Bulk Log to log the same session for multiple clients at once.

Bulk logging is available from the client list page. Select the clients who attended, choose the status, and log all sessions in one action. For package clients, credits are deducted from their respective packages. For non-package clients, direct sessions are created.

Note

Each client's session is logged individually. Bulk logging just saves you the time of doing it one-by-one.

Cancellation policy

You can configure a cancellation window in your team settings. This defines how many hours before a session a client must cancel to avoid losing a credit.

For example, with a 24-hour cancellation window:

Cancelled 24+ hours before - no credit deducted
Late cancellation or no-show - credit deducted automatically

Configure this in Settings > Team. See the Account & Billing docs for details.

Session Packages

Dashboard