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 | ![]() |
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| Send an email or text message | ![]() |
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| Link to a specific client |
|
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| Assign a specific type | |
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| Record participating family members | ![]() |
|
| Create and track related appointments | ![]() |
|
| Create and track related estimates | ![]() |
|
| Create and track related orders | ![]() |
|
| Create and track related tasks | ![]() |
|
| Track related communication history | ![]() |
|
| Store related images | ![]() |
