DEMO — sample data

Group Session Sheet

Balance Forward = each client's balance before today's session charge.

Session
Location
Marshall Office
Mondays · 6:00 PM
Session Fee
$70.00
2 enrolled
SOT — Phase 1: Orientation & Disclosure · Jul 23, 2026
ClientPOBalance Forward+ Today's ChargeProjected Balance
Jerome HackettRachel Doyle$80.00$70.00$150.00View ledger →
Cody Trellis
High balance
Rachel Doyle$320.00$70.00$390.00View ledger →