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  • How to plan and manage scheduled sessions

How to plan and manage scheduled sessions

Whether you’re a support worker or a client, you can plan and manage your support sessions and set up reminders from your Mable account.

Whether it’s a one-off or recurring session, planning sessions saves you time, reduces admin, and avoids the hassle of having to submit multiple sessions.

How to plan a session

To plan a session you will need to log in to your Mable account.

There are different instructions depending on whether you are a support worker or a client, and whether you are using a browser (for example, Google Chrome or Safari) or the mobile app. Please find the right steps for you in the list below.

Support workers

Browser instructions:

  1. Select Manage sessions from the menu on the left-hand side of the screen
  2. Select Plan a session from the top-right corner
  3. Follow the steps, filling in all the fields
  4. Select Plan sessions
  5. You will now be able to view your planned session in your calendar on desktop.

Mobile app instructions:

  1. Select Show all beside Calendar
  2. Select Plan a session from the bottom of the screen
  3. Fill in the fields
  4. Select Plan Session.

Clients

Browser instructions:

  1. Select Show calendar
  2. Select Plan a session
  3. Fill in the fields
  4. Select Plan sessions.

Mobile app instructions:

  1. Select Show all, beside the Calendar
  2. Select Plan a session
  3. Fill in the fields
  4. Select Plan Session.

How to view planned sessions

To view a session, you will need to log in to your Mable account.

There are different instructions depending on whether you are a support worker or a client, and whether you are using a browser (for example, Google Chrome or Safari) or the mobile app. Please find the right steps for you in the list below.

Support workers

Browser instructions:

  1. Select Manage sessions from the menu on the left-hand side of the screen
  2. From here, you can view any planned sessions
  3. Select a specific session to review the session details.

Mobile app instructions:

  1. Select Show all beside Calendar
  2. From here, you can view any planned sessions.
  3. Select one to see more information.

Clients

Browser instructions:

  1. Select Show calendar
  2. All of your planned sessions will be listed here, organised by date
  3. Select a specific session to review the session details.

Mobile app instructions:

  1. Select Show all beside Calendar
  2. Use the right and left arrows in the top right-hand corner to scroll from week to week
  3. Any sessions planned for that week will be listed for you to review
  4. Select a specific session to review the session details.

How to edit planned sessions

To view a session, you will need to log in to your Mable account.

There are different instructions depending on whether you are a support worker or a client, and whether you are using a browser (for example, Google Chrome or Safari) or the mobile app. Please find the right steps for you in the list below.

Support workers

Browser instructions:

  1. Select Manage sessions
  2. Select the relevant session
  3. Select Edit from the menu on the right-hand side
  4. Make the changes
  5. Select Send update.

This will send a notification to your client.

Mobile app instructions:

  1. Select Show all beside the Calendar
  2. Select the relevant session
  3. Select the three vertical dots in the top right-hand corner
  4. Select Edit
  5. Fill in the field and select Ok
  6. Make the required changes
  7. Select Submit.

This will send a notification to your client.

Clients

Browser instructions:

  1. Select Show calendar
  2. Select the relevant session
  3. Select Edit
  4. Make the changes
  5. Select Send update.

This will send a notification to your support worker. 

Mobile app instructions:

  1. Select Show all beside Calendar
  2. Select the relevant session
  3. Select the three vertical dots in the top right-hand corner
  4. Select Edit
  5. Make the changes
  6. Select Submit.

This will send a notification to your support worker.

How to cancel planned sessions

We understand that sometimes unforeseen circumstances require you to cancel a session. Please make sure to include a cancellation policy in your agreement in case this happens.

There are different instructions depending on whether you are a support worker or a client, and whether you are using a browser (for example, Google Chrome or Safari) or the mobile app. Please find the right steps for you in the list below.

The experience is also slightly different depending on whether you originally planned the session or not.

Support workers

Browser instructions:

  1. Select Manage sessions
  2. Select the relevant session
  3. If your client planned the session, skip to step 6, otherwise, select Cancel
  4. Fill in the fields
  5. Select Cancel session
  6. If your client planned the session, select Decline
  7. Fill in the fields
  8. Select Decline session.

This will send a notification to your client.

Mobile app instructions:

  1. Select Show all beside Calendar
  2. Select the relevant session
  3. Select the three vertical dots in the top right-hand corner
  4. If your client planned the session, skip to step 7, otherwise, select Cancel
  5. Fill in the field and select Next
  6. Fill in the fields and select Cancel session
  7. If your client planned the session, select Decline
  8. Select Next
  9. Fill in the fields
  10. Select Decline session.

This will send a notification to your client.

Clients

Browser instructions:

  1. Select Show calendar
  2. Select the relevant session
  3. If the support worker planned the session, skip to step 6, otherwise, select Cancel
  4. Fill in the fields
  5. Select Cancel session
  6. If the support worker planned the session, select Decline
  7. Fill in the fields
  8. Select Decline session.

This will send a notification to your support worker.

Mobile app instructions:

  1. Select Show all, beside the Calendar
  2. Select the relevant session
  3. Select the three vertical dots in the top right-hand corner
  4. If the support worker planned the session, skip to step 8, otherwise, select Cancel
  5. Select Next
  6. Fill in the fields
  7. Select Cancel session
  8. If the support worker planned the session, select Decline
  9. Select Next
  10. Fill in the fields
  11. Select Decline session.

This will send a notification to your support worker.