Rating a Session
Record how useful the meeting was.
Rating is gated on confirmation. While a session sits at Awaiting Confirmation the Rating column shows a dash and no Rate action is offered. Once both parties have confirmed, a Rate action appears in the Actions column.
Where the Rate action is
Please note: Rate appears only in the Sessions tab of the Advisory hub. It is not in the workspace Sessions tab and not in the Session Details dialog, so if you are looking at a confirmed session and cannot see how to rate it, you are in the wrong place — go to Advisory and open the Sessions tab.
Giving the rating
- Open the Advisory hub and go to the Sessions tab.
- Find the confirmed session and select Rate in its Actions column.
- Choose a rating from one to five stars.
- Select Submit Rating.
Submit Rating stays disabled until you pick a star. There is no comment field — the rating is the whole of the feedback, so anything you want to say belongs in the session's shared notes or an activity thread.
Once submitted, the rating shows in the Rating column and the Rate action disappears from the row. Ratings roll up into the Avg Satisfaction figure in your hub and the Satisfaction column on My Founders; both show a dash until a rating exists.
Please note: Each party rates once and the action is then gone from the list, so pick the star you mean.