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O2C Session

O2C

Session Verification

Private form • Stored locally until submitted

Did your session go ahead? *

YES NO

Completed: Client attended & session finished → Invoice client.
SNC: Client cancelled <24h → Invoice client.
Cancelled w/ Notice: Cancelled >24h → No invoice.

Session Report

Meeting ID *

Can be found via text/email. Only input the numbers.

Trainer's Name *

Trainer Email *

Use the email used in your account.

Client Name *

Client Email *

Status *

Date of Session *

Local time on your device.

If cancelled (optional proof upload)

File upload to WP can be added next (stores URL in DB + emails).

What did you do today? *

Did Incident Occur? *

Session Goals, Achievements and Future Direction

The information you provide helps your client retain or gain more funding to continue sessions.

What are your client's NDIS goals? *

What did you do to work towards these goals this session? *

How engaged was your client this session? *

What does your client need to continue to work on to achieve their NDIS goals? *

Review

Please double-check the details before submitting.

Thank you! Your response has been submitted.

You can download a PDF copy for your records.

Stored in WordPress database + emailed to trainer and client (via your plugin).

Built for mobile-first • Responsive UI