How to Book, Reschedule, Cancel, or Edit a Session

📆 How to book a session

Follow these steps to successfully schedule a supervision session:

1. Click Book session
2. Select your Attendees
3. Choose the Date, time, and duration
4. Set the Session frequency (e.g., one-time, weekly, monthly)
5. Confirm the correct Time zone
6. Select the Location ("Remote" or "In-person")
7. Click Book session to finalize

Once booked, both you and your supervisee will receive a confirmation email with a HIPAA-compliant Zoom link and automatic email reminders

You can also join the session directly from your Motivo Dashboard up to one hour before the scheduled start time

▶️ Watch a step-by-step video on how to book a session

🔁 A note about recurring sessions

If you select a recurring session that ends by date, be sure to track that date. Once the end date passes, sessions will no longer appear on the calendar and will not continue automatically

We recommend setting a calendar reminder to rebook sessions as needed to avoid unintended gaps

🔄 How to reschedule a session

If you need to adjust the time or date of an upcoming session:

1. Go to the Sessions page on your dashboard
2. Click the Upcoming tab and select the session you want to reschedule
3. Click Edit session
4. Update the attendees, date/time, or modality
5. Click Update session to save changes

▶️ Watch a step-by-step video on how to reschedule a session

❌ How to cancel a session

If you need to cancel, please give your supervisee as much notice as possible and try to reschedule promptly

To cancel:

1. Go to the Sessions tab on your dashboard
2. Click the Upcoming tab and select the session you want to cancel
3. Click Cancel session at the top
4. Choose your reason for canceling and who is unavailable
5. Click Cancel session to confirm

After canceling, be sure to follow up with your supervisee to coordinate a new time

▶️ Watch a step-by-step video on how to cancel a session

🔧 How to edit session duration before a session begins

If you need to change the scheduled session length before it starts (for example, adjusting from 60 to 45 minutes), follow these steps:

1. Go to the Sessions tab on your dashboard
2. Click the Upcoming tab and select the session you want to edit
3. Click Edit session
4. In Step 2: Date and time, update the Duration (in 15-minute increments)
5. Click update session to save changes

▶️ Watch a step-by-step video on how to edit a session

💡Need to adjust the session after it ends?

Visit this Help Center article for step-by-step instructions on how to update the duration after a session is completed.