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 and track related estimates | |
|
| Create and track related orders | |
|
| Create and track related tasks | |
|
| Track related communication history | |
|
| Store related images | |
