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Logging a Past Session

Record a meeting that already happened.

Select Log Session in the Advisory hub header, Log Past Session from a founder's ⋮ menu, or Log Past Session in the workspace Quick Actions. The dialog is titled Log Session.

  1. Check the founder shown at the top of the dialog.
  2. Set Date & Time to when the meeting actually happened.
  3. Set Duration. It defaults to 45 minutes.
  4. Optionally add Topics, Shared Notes, and Private Notes.
  5. Select Log Session.

The dialog states that the founder will be asked to confirm it took place. Until they do, the session shows under Session Status on the workspace Overview tab.

Logging promptly keeps match health and reporting accurate.