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Scheduling Overview

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Help! Should I create an appointment or session?

Last Updated: July 15, 2026

Use this chart to help you decide!  I need to… Appointment Session Record the date and time Schedule specific user(s)    Reserve a location or other resource Send an email or text message Link to a specific client Assign a specific type   Record participating family members   Create and track related appointments   Create...

Scheduling Overview

Last Updated: July 15, 2026

Let’s take a look at the main features you’ll use when scheduling in Spectra/Stratus Desktop – Calendar, Sessions, Appointments, and the Scheduling Wizard. Main Scheduling Features Calendar  The Calendar is the main way to view the individual schedules of your staff and resources. Each user and resource can have their own schedule in the software....

Scheduling Overview

Last Updated: July 15, 2026

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