Appointment Maintenance
Appointment Statuses
Last Updated: July 15, 2026Appointment Status Overview Statuses are a powerful workflow tracking feature throughout the software, designed to keep things from falling through the cracks by organizing the many areas of your business – appointments, clients, communications, sessions, invoices, production, and tasks – into custom workflows. Basically, you create a workflow by defining the steps of a process...
Appointment Types
Last Updated: July 15, 2026Enter all the types of appointments you’ll want to schedule on your calendar – from consultations to proof reviews to golf dates! Like session types, appointment types can have a default length, a unique color on the calendar, and you can set the descriptions on calendar. HERE’S A FLASH FOR YOU! Remember, a linked appointment is with...
Outside Locations
Last Updated: July 15, 2026Create a list of outside locations you commonly use for photo sessions. Then simply select the appropriate location from the drop-down list when scheduling a session. Enter the address and phone number of the location if you want to provide this information on the session confirmation. Go to Maintenance > Appointment > Outside Locations.