Record your first coaching session.
The hardest part of using JourneyLoop is not the technology, it is asking a client whether they are comfortable being recorded. The walkthrough below shows how that conversation actually goes, once your client sees how much control they hold.
- How do I ask my client for consent to be recorded?
- How do I add a new client and schedule their first session?
- What will my client see when they open the consent link?
You do not have to ask awkwardly.
Your client receives a consent link they can open on their own time. On that page, they choose whether to enable AI note-taking, whether they want their own client portal, what kinds of emails they want to receive, and how much of the session is recorded — video and audio, transcript only, or nothing at all.
You are handing them the keys to their own data, and most coaches find that once a client sees how much control they hold, saying yes is the easy part.
Three steps, start to finish.
Your companion guides you through each one, and stays alongside you for the next session, and the one after that.
Add your client.
You tell your companion you would like to record an upcoming session, and you share the client’s name, the meeting link, and how many sessions you have booked together. Your client is added to your roster the moment you finish speaking.
Share the consent link.
Your companion generates a consent link you forward to the client. They choose, on their own time, what level of recording they are comfortable with, whether they want a portal, and which emails they would like to receive.
Show up for the session.
Once consent is in place, the session is scheduled automatically. JourneyLoop handles the recording, the transcription, and the analysis afterwards, which leaves you free to do the only thing that matters in the room.
Then your companion meets you on the other side.
After the session, your companion walks you through what it noticed and helps you decide what, if anything, you want to share back with the client. That tutorial is on its way.