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Wrapping up and sending recaps

For coaches · 4 min read

Wrap-up is a short, honest ritual: mark the lesson, review what's about to reach your student, and leave a trail for next time.

Mark how the lesson went

1
Look for the state at the top

A lesson whose time has passed but isn't marked yet shows “Not marked” right at the top of its screen.

Only appears once a lesson's scheduled time has passed and nobody's marked it.

2
Follow “Wrap up & exit” down to the ending

When a lesson still owes its wrap-up, that control sits in the lesson's header and scrolls you to the block that closes it out. It moves the page and nothing else — the ending is still a separate press.

3
Mark it completed

Click “✓ Mark completed” once you've actually run the lesson — this is what closes it out and files it into history.

4
Or mark it “Skipped / no-show”

Use this instead when the lesson didn't happen.

5
Reschedule instead if it needs to move

“↻ Reschedule” opens a small panel for a new date, time, and duration — your student sees the change in their portal right away.

Turn the draft into a recap

6
Read the AI-drafted recap

Once the call ends (or you generate it from the transcript), a draft recap appears in the AI notes panel — private to you until it's shared with your student two hours after the lesson ends, or sooner if you save the wrap-up yourself.

7
Drop it into the Recap field and edit freely

“Use as recap →” copies the draft into the lesson's Recap box to change as you like. Save the wrap-up and your version is what's shared; if you don't, the draft is shared automatically two hours after the lesson ends.

8
Untick any suggested focus areas you don't want to share

When the draft is built from the full lesson recording, every suggested focus area starts ticked: untick any you don't want to share — each untick is saved as you make it, so it holds even if you never save the wrap-up. Whatever is still ticked is shared automatically two hours after the lesson ends.

This section only appears when the draft actually surfaced focus suggestions.

9
Publish it with “Save wrap up”

Press it to share sooner than the automatic share two hours after the lesson ends: it saves the Recap and Homework fields to their portal and closes the lesson out in one go. “Save without finishing” beside it files the same fields and leaves the lesson open.

On a lesson you already marked, the same button reads “Save changes” — the ending is spent, so it only files your edits.

10
Re-save without worrying about repeating yourself

If a confirmed parent is copied on recaps, that email goes out once per lesson only — once it's sent, editing and saving again updates the portal but never re-sends the parent email.

The exception is the useful one: if the parent hadn't confirmed their address yet when you first saved, nothing was sent — so saving that lesson's recap again after they confirm does send it.

Homework and private notes

11
Fill in the Homework field

Shows up right alongside the recap on your student's lesson page — under “To work on”, beside “What we covered” — once you save.

12
Use “Private notes” for anything just for you

Your private note fields (set up in Make it yours) never reach your student — they feed your own history and next-lesson prep.

13
Write what to pick up next lesson

One item per line in “To pick up next lesson” — it becomes the “To cover today” checklist waiting for you at the start of this student's next lesson.

Focus items you approve in the AI panel add themselves to this list automatically too.

Where it lands for your student

14
Check the lesson's own truth panel

A card headed with what your student will see lists exactly what has reached them so far — “✓ Recap”, “✓ Homework”, shared focus areas and attached materials. Each line stays an em-dash until it's true, like “— No recap yet”, and all of them update the moment you save.

15
Know the recap lives on that lesson's page

Your student finds it under their own lessons list, on the page for that specific lesson: the recap under “What we covered”, homework under “To work on”, and anything you attached under “Shared for this lesson”.

16
Book the next lesson from the same screen

“Book the next lesson →” opens the booking panel with this student already picked, so wrap-up ends with what's coming next.

Stuck anywhere in this guide? Head back to Help — the FAQ covers the odd cases, and the report-a-problem button at the bottom reaches a human.