Sessions & counselling
Sessions & counselling
Flow type: Agency · Product: StudyHQ Portal (team)
Where: open your project → sidebar → Sessions.
The Sessions page exists when your plan includes counselling. Admins see the whole project’s calendar; counsellors see their own.
The calendar
Switch between Month, Day, and List views at the top.
Everything on this page belongs to this project only — the counsellor filter shows this project’s counsellors, and sessions from other projects never appear here.
Setting availability (counsellors)
Save
Your ranges are automatically divided into bookable slots of your project’s session length (set in Project settings).
Availability can only be set for future dates — past days and today are read-only. New counsellors should set availability first, so sessions can be booked with them.
Booking a session
Click Schedule new session, pick a student and an open slot, and confirm.
- The session dropdown shows your project’s configured session names (for example Report interpretation, Parent discussion). Sessions run in order, so the booking attaches to the student’s next session automatically.
- The student is emailed the details, and the session lands on the calendar with a meeting link — the counsellor is the meeting organiser.
- Students can also book their own sessions into a counsellor’s open slots from Bixa.
Running a session
On the day, open the session from the calendar, dashboard, or List view, and use Join meeting to enter the call. Afterwards, mark the outcome:
The session page
Click any session to open its own page: who’s attending, when, its status, the lifecycle buttons, and your session notes.
If your plan includes advanced counselling, completed sessions also carry:
Key decisions, detailed notes, action items, open questions.
The full transcript with speakers identified.
Prompts for the next session.
On a basic counselling plan these panels don’t appear — session details and your own notes are always there.
Renamed a session type in settings? Names update everywhere at once — including sessions that were already booked.
Next: Career plans & roadmaps.
