Progress in Sessio
Progress is the record of how the work is going, separate from the notes you write for yourself. Open it from the Progress button in the Notes sidebar, or from the Progress button on a note. The panel has Overview, Action items, Wins, Wheel, and Summary.
What you keep there
Goals are the client’s longer aims, with milestones when you use them. Ratings are the check-in numbers on a goal, such as confidence, with the question and the date. Wins are lines the client would recognize, plus a completed milestone or an achieved goal when that date falls in the period you are looking at. A win you noted and have not confirmed with the client stays off anything you share.
The wheel is optional. Settings, then Progress, chooses the wheel a new client starts with: Life, Leadership, Custom, or None. You can still pick a different wheel for that person, or skip it. Areas and scores belong to that client’s wheel.
The summary
Summary is written to the client, in “you.” Then is where they started. Now is what is different. The period starts as the whole engagement, and you can set the start and end.
Coach’s view is the box under that, for you. It is saved on the summary and is never included in a message, a PDF, or copied text. When a summary is shared, the next draft keeps Then and Now and leaves Coach’s view blank.
What the client can receive
Share with client shows the message or the one-page PDF before anything goes out. You can turn sections off: Then and now, Goals and progress, Open commitments, Latest ratings, Wheel of Life, and Wins. Open commitments are the action items still open, plus how many were kept in the period.
Send in Messages puts that text in a Sessio message. You can attach the PDF to the same message, download it, or copy the text. The message uses the greeting and sign-off from Settings, then Practice. The subject is the progress period, not the session-recap subject. The PDF also shows your practice name, your name, and your credentials when those are filled in.
GROW notes, free-form notes, tags, and session focus are not pulled into this summary. The session recap is a different email. That one is still the session focus, the action items, and the optional next session.
Messages needs an email on the client. Copy text and Download PDF stay available without one.
After you share it
A message that actually sends, with or without the PDF, is marked shared and kept in Shared summaries. The next time you open Summary, a new draft is waiting.
Copy text and Download PDF do not mark it shared. If you sent it from your own email, or printed it and handed it over, use Mark as shared at the bottom of the share sheet. Choose Sent by email myself, or Printed or handed over. Sessio files the summary and starts the next draft. That choice does not send another copy.