Documentation

Help! Should I create an appointment or session?

Use this chart to help you decide!

 I need to… Appointment
Session
Record the date and time Help! Should I create an appointment or session? in Stratus - screenshot 1 Help! Should I create an appointment or session? in Stratus - screenshot 2
Schedule specific user(s)  Help! Should I create an appointment or session? in Stratus - screenshot 3  Help! Should I create an appointment or session? in Stratus - screenshot 4
Reserve a location or other resource Help! Should I create an appointment or session? in Stratus - screenshot 5 Help! Should I create an appointment or session? in Stratus - screenshot 6
Send an email or text message Help! Should I create an appointment or session? in Stratus - screenshot 7 Help! Should I create an appointment or session? in Stratus - screenshot 8
Link to a specific client Help! Should I create an appointment or session? in Stratus - screenshot 9 Help! Should I create an appointment or session? in Stratus - screenshot 10
Assign a specific type Help! Should I create an appointment or session? in Stratus - screenshot 11  Help! Should I create an appointment or session? in Stratus - screenshot 12
Record participating family members   Help! Should I create an appointment or session? in Stratus - screenshot 13
Create and track related appointments   Help! Should I create an appointment or session? in Stratus - screenshot 14
Create and track related estimates   Help! Should I create an appointment or session? in Stratus - screenshot 15
Create and track related orders   Help! Should I create an appointment or session? in Stratus - screenshot 16
Create and track related tasks   Help! Should I create an appointment or session? in Stratus - screenshot 17
Track related communication history   Help! Should I create an appointment or session? in Stratus - screenshot 18
Store related images   Help! Should I create an appointment or session? in Stratus - screenshot 19

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