Steps
Open the client's page.
Click Start session at the top right. The session panel opens on the right.
Check the setup: Individual or Couples, and In person or Telehealth. If a video call app like Zoom is running, Confidant sets it to Telehealth for you.
Click Record.
The panel shows Recording and the timer starts. On the client's page, Start session changes to Recording · 12:34, so you always know a session is live.
What happens when you click Start
Confidant records from your selected microphone, plus the call's audio on telehealth sessions.
The first time, your computer asks for microphone permission. Click Allow.
The audio is saved on your computer as you go.
Transcription starts right away. The first lines of a live transcript appear in about 30 seconds.
Nothing is sent anywhere. The recording and transcript stay on your computer.
If you can't start a session
A recording is already running. Confidant records one session at a time. The button shows Recording · 12:34, or Recording Sam · 12:34 if it's another client's session. Click it to go to that recording, and stop it before starting a new one.
The client is archived. Start session is grayed out. Open Client settings › Profile and click Unarchive. Archived clients are listed under Clients › Archived.