Scheduling sessions

This page outlines how to set up sessions in the Lively app. It is up to Helpers to schedule all in-home sessions, in collaboration with your members. Lively's expectation is that all sessions will take place on a regular, recurring schedule to ensure consistency for you and your members! Check out Managing your time for further resources on how to manage your Lively schedule alongside your other commitments.

Create a regular session

1. Go your Schedule and tap ‘Add’ to open the form to create sessions.

2. Select the member.

3. Select the date and time.

4. To create a recurring session (recommended), then tick the ‘Repeat’ checkbox and complete the options:

   • Frequency: Weekly or fortnightly, according to the matching request.

   • Ends on: If you wish, you can set an end date for the sessions (you can adjust this later if needed).

5. Tap submit: The first session will be created immediately

   • If you have chosen to create a recurring session, it may take 3–5 minutes for the repeated sessions to show up in your Schedule. Recurring sessions will appear up to 8 weeks in advance.

Notes on recurring sessions:

• Each fortnight, in line with payroll, recurring sessions will extend in your schedules by another 2 weeks (or until the ‘Ends on’ date, if there is one), so that you have an 8-week outlook again.

• Currently you can only make a session recurring when you first create a session.

Edit a session

You can edit an existing session from the session details screen. You can either edit:

• This session only; or

• This session and all the sessions that follow.

When adjusting recurring sessions, you’ll be able to adjust the session's frequency and end date (if set).

1. Choose the session from your schedule that you would like to change.

2. Click ‘Edit’

3. Adjust the date and time to the new time agreed with the member

4. Choose to edit just this session or all following sessions

   • If you just wish to edit this session, untick the checkbox "Update future sessions"

   • To edit all following sessions, leave the checkbox ticked

     • Edit the frequency by selecting weekly or fortnightly

     • Edit the ‘Ends on’ date to change the finishing date for your sessions (optional).

Cancel a session

Once a session has been created, it can be cancelled by opening the session and hitting "Cancel". You will need to provide the following information:

• Who cancelled the session ("Me" or "Member"): This will determine whether the member gets charged and whether you are paid.

• Reason for the cancellation: Briefly summarise why the session was cancelled.

• What next: Outline when/whether sessions will resume.

Individual sessions can be cancelled, but currently there is no way for you to cancel all future recurring sessions automatically.

If you need to remove future sessions as well, please contact the Matching team. For instance, if:

• You are going to stop working with that member.

• Request is being closed.

• Sessions have become inconsistent.

See Cancellations for more info on Lively's cancellation policy.