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The Sessions hubdisplays your sessions. Use the tools on the ribbon to export, search, and quickly create new records. The hub can be customized, sorted, and rearranged. Double-click a session to open it. See also: Session Reference

Sessions Hub Ribbon #

Icon	Name	Description
	Print	Save the current session and leave it open for reference or additional modifications.
	Export to Excel	Export the currently displayed sessions to an Excel file.
	Refresh	Refresh the grid to reflect any database changes that may have occurred.
	Delete	Delete the selected record. This will delete any associated records PERMANENTLY. Note: We recommend opening the record before deleting it to make sure it is the correct one. See also: Deleting a Session
	Advanced Search	Click Advanced Search if you don’t know the full details  of the client, look up any of the fields you may know. Use the % like a wild card.
	Search	Search by any of the following: Session No Session Date Last Name Company Name Bride or Groom Name Online Booking Number (Stratus only) Organization Session Type Session Status Filter
	Customize	Use these options to group, sort, and filter the list. See also: Customizing the Hubs
	Advance Status	Update the status of one or more sessions. Note: Session statuses usually vary by session type, so sessions must be of the same type in order to update them together.
	Appointment or Session	Launch the Scheduling Wizard to create a new appointment or session. See also: Scheduling Wizard
	Client	Create a new client. See also: Creating a Client
	Quick Sale	Create a new “Quick Sale” invoice that is not related to a client. See also: Quick Sale Invoices
	Task	Create a new task.
	Message	Create a new email or SMS text message.

Managing the Sessions Hub #

Sorting the List #

• Click on any column header to sort the list by that column.
• Click a second time to sort in reverse order.
• Narrow down the list by using the Search section of the ribbon. See also: Finding a Session

Changing the Layout #

• Rearrange the columns by dragging and dropping a column header to a new position.
• Resize columns by positioning the mouse between two column headers and dragging the bar. 
  

 See Customizing the Hubs for more information on how to change the look
of the Sessions hub.