Session prep brings one family's recent tracking, questionnaire answers, sleep-plan context and coach notes into a single review workspace. Use it to prepare for a session and create a clear report.

The summaries describe the data that has been logged. They are preparation aids, not medical advice or a diagnosis.

This guide is for coaches with current permission to view a family's records, including coaches who use the personal family tracker for their own child. Platform owners can also use the owner portal's View as coach action to inspect Session Prep within the selected coach's permissions and subscription. The owner completes two-factor authentication before the audited, short-lived handoff, so the coach portal should not request another authenticator code.

• Choose a family, baby and reporting period.
• Review sleep, feeding and settling summaries.
• Compare average sleep for days with different logged nap counts.
• Inspect timelines and daily sleep totals.
• Read answered questionnaire questions.
• Review a detailed activity log.
• As the selected coach, keep baby-level and activity-level private notes,

including during an owner's audited View as coach session.

• Download a generated PDF or print the visible report.
• Create a personal report without adding your household to the client list.

1. Open the family from your coach workspace.
2. Choose Session prep from the family view, family list or the family's Analysis screen.
3. Confirm the family and baby.
4. Choose a 7-, 14- or 30-day period, or use a custom range in the coach portal.
5. Wait for the report, questionnaires and notes to load.

Changing the family or baby reloads the report. If you have an unsaved baby note, the portal asks before discarding it.

On mobile, leaving Session prep returns you to where you opened it. From family view, it restores that family and baby. From Analysis, it restores the selected baby, activity tab, range type and visible start/end dates. Coaches using their own family tracker see Create report in self-family Analysis; ordinary family-only accounts do not.

In the coach portal, a dual-role coach sees My family in a separate Personal group above Clients. Personal mode uses the same baby and range controls, but hides client-only messaging, questionnaires, sleep-plan and coach-private-note tools.

Cards can show day sleep, night sleep, total sleep, longest and shortest sleeps, inferred night wakes, feeds, bottle totals, awake periods and settling time.

The day, night and total sleep cards average every day that has night sleep logged, labelled avg per night-sleep day. A day without a logged nap counts as no day sleep, so days when the child skips a nap still count towards the averages. Days with naps but no logged night are left out, because the night was most likely not logged.

Open a card to see what it means and how the value was calculated. You can hide cards you do not need. In the coach portal, you can also reorder them; these choices are stored on that browser or device.

Some useful cautions:

• No data means there was not enough suitable logging for that calculation.
• Night wakes are inferred from separate night-sleep stretches; they are not a directly entered wake count.
• Breastfeeding and bottles containing breast milk or formula contribute to Feeds. Water and juice contribute to Bottle totals, but are not counted as milk feeds.
• Bottle amounts in different units are not converted. Treat mixed-unit totals with care.
• When comparing results, use the same screen and date range; incomplete days can affect the summary.

The Sleep by logged nap count section is available in mobile Session prep and the coach portal. It groups sleep days by the number of daytime sleep entries recorded for that day.

Each row or card shows:

• the logged nap count, such as 2 logged naps or 3 logged naps;
• the number of sleep days contributing to that group;
• average day sleep;
• average night sleep; and
• average total sleep.

Only sleep days with nighttime sleep logged are included. Night sleep recorded after midnight may be joined to the previous sleep day so split overnight entries remain together.

Use the sleep-day count to judge how much data supports each average. A group based on one sleep day is less representative than a group supported by several days. If only one nap pattern is present, the report shows its averages but there is not another pattern in that range to compare it with.

No logged naps means there were no daytime sleep entries recorded for those sleep days. It does not confirm that no naps happened.

Use the timeline orientation that is easiest for you to read. Very short activities are made large enough to select, so their visual size may not equal their true duration.

The daily chart separates day sleep and night sleep. The activity log includes the family's note and useful activity details. Questionnaire answers are grouped by questionnaire and section. The report includes questionnaires for the selected baby, together with older family-level questionnaires that were not linked to one baby.

In the coach portal's questionnaire tools, Child for questionnaires lets you switch children beside the form controls. For [child] lists that child's forms; Family-wide questionnaires lists shared forms that appear for every child. Choose a template and press Add for [child] to send a new form. Each card has Review answers and Remove. Removal asks you to confirm the exact form and warns that saved answers will be deleted. See Questionnaire templates for the full flow.

In the coach portal, the timeline section shows up to the most recent 14 days even when the activity log covers a longer selected period.

Use the baby private-note area for ongoing preparation context. Activity rows can also have individual Private coach note entries. During View as coach, the owner has the same note access as the selected coach; the handoff remains visibly marked and audited.

These notes are for the signed-in coach and are not added to the family's notes. See Coach-private notes for privacy and editing guidance.

Download PDF creates a report containing the visible summary cards, the sleep-by-nap-count comparison, timeline, daily sleep chart, questionnaire answers and activity log. Coach-private note text is excluded from this generated PDF.

In the phone app, iPhone shows Share PDF instead. It prepares the same report and opens the iPhone share sheet, where you can save it to Files, print it or send it. If the share sheet does not open straight away, tap Share PDF again once the app says your PDF is ready. The Android app does not offer the PDF; open Session prep in the coach dashboard on a computer to download it.

Browser Print prints the visible page. If the private-note column is visible, those private notes may be included.

Use Download PDF when you need the current private-note-free report. Treat a browser-printed report as coach-private unless you have carefully checked every page.

• The report uses only the selected baby's activity that you are allowed to view for the chosen period.
• Baby-specific questionnaire answers follow the selected baby; family-level questionnaire history remains visible for context.
• Empty days and incomplete logging can affect averages.
• The report does not automatically interpret the contents of an attached sleep-plan PDF.
• The visible calculations are based on recorded data and family context, not an AI recommendation.

• If the date range is invalid, make sure the end is on or after the start.
• If the main report fails, use retry before changing to another family.
• If only private notes fail to load, the rest of the report remains available.
• If activity private notes are missing, choose a shorter reporting period and try again.
• If there are no activities, expect empty graphs and No data summary cards.
• If the coach account or subscription status cannot be loaded, the portal shows that request error. It does not label the coach as unsubscribed unless a successful status response says the subscription is inactive.

• Family questionnaires
• Coach dashboard and practice insights
• Coach-private notes
• Questionnaire templates
• Writing and managing sleep plans