Details of members who have booked a session with you can be viewed on the Provider Portal. There are 2 ways to access a member's details: from the Bookings tab and the Members tab.
From the Bookings tab
This is useful if you want to see the details of a member who has an upcoming session with you.
Go to the Bookings tab
Click on the member's name
You'll be redirected to a new tab showing the member's details
From the Members tab
Go to the Members tab
Search for the member's name
Click on View more
You'll be brought to the member's details page
Member details page
On the member's details page, you’ll find three sub-tabs: Sessions, Notes, and Personal Information.
The Sessions sub tab lists all sessions booked by the member
The Notes sub tab displays the notes you’ve recorded for each session
The Personal Information sub tab provides the member’s name, email address, organization, and the remaining sponsored hours (excluding upcoming sessions)
