Strategy Sessions are the meetings your advisory partner schedules with you — strategy reviews, deep-dives, retreats, and ad-hoc check-ins. The Sessions page gathers every session across your engagement into one list, sorted into upcoming, past, and cancelled, so you always know what's next and what was covered.
💡 Tip — Who can use this Available to all clients. Find it under Sessions in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | View your upcoming, past, and cancelled sessions |
Step 1 — View your sessions
Click Sessions in the sidebar. You'll see your sessions grouped into three sections: Upcoming, Cancelled, and Past.
Each session shows its title, type (Strategy, Deep-Dive, Retreat, or Ad-Hoc), date and time, duration, and a status badge (for example, "confirmed" or "pending").
Tap any session to open its detail view, where you can see:
- The full agenda and any notes.
- The attending partners.
- A Join Meeting link — a personalized video call URL you can click when it's time for the session.
- An Add to Calendar button that downloads a calendar invite (
.ics) so you can add it to your own schedule.
For upcoming sessions that are still pending, you'll also see a Confirm or Request Reschedule option so you can accept the proposed time or ask for a different one. Once a session is completed, a post-session log appears with the attendees, what was discussed, the decisions made, and any follow-up date.
📝 Note — Your partner schedules the sessions Clients don't create sessions — your advisory partner proposes them. Your role is to confirm the time, join the meeting, and review the notes afterward. If you need a session that isn't scheduled, message your partner to request one.