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How To: Create and Manage Recurring Tracking Sessions
How To: Create and Manage Recurring Tracking Sessions
Updated over 2 months ago

Users can create and manage weekly recurring tracking sessions from the “Session Planner” page. Recurring sessions are indicated with a repeat icon.

To create a recurring tracking session:

  1. Create a new tracking session and complete the required fields.

  2. Click the Recurrence checkbox in the “Create Session” modal.

  3. Choose one or more days of the week (Sunday – Saturday) for weekly session recurrence.

  4. Set an end date for the recurring tracking session series.

  5. Click Save.


To manage an individual session in a series:

  • Navigate to the Session Planner page.

  • Click the ellipses icon on the right of a recurring session entry.

  • Choose one of the following options:

    • Edit This Session: Opens the “Create Session” modal and allows users to edit the details for this specific session.

      • Please note, you cannot edit past sessions.

    • Delete This Session: Removes the selected session.

      • Please note, deleted sessions, along with data collected during the session, cannot be recovered.

To manage all sessions in a series:

  1. Navigate to the Session Planner page.

  2. Click the ellipses icon on the right of a recurring session entry.

  3. Choose one of the following options:

  4. Edit All Sessions in Series: Opens the “Edit Session” modal and allows users to edit the details for this specific session.

  5. Please note, you cannot edit past sessions in the series.

  6. Delete All Sessions in Series: Removes the selected session.

    1. Please note, only sessions in the series without collected data will be deleted. To delete sessions in the series with collected data, delete them as individual sessions.

Please note, only recurring sessions without data can be edited or deleted when managing all sessions in a series. Tracking sessions with data can still be edited or deleted individually.

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