Setting up the Session Numbering System

Following these steps to set up your session numbering options:

1. Go to Maintenance > Preferences > Company (Studio) Preferences and open the Sessions tab.

   

2. In the Session Number Options section, choose when you want the software to assign the session number.

   • When Creating a New Session – The session number will be assigned when the session is created. 

   • On Day of Session – The software will assign the session number on the day of the session.

   • Do Not Assign Number Automatically – The software will not assign a session number.

3. Choose your Session Number Configuration option from one of the following:

   • Numeric – The software will assign a unique number as the session number (i.e., “10000”). 

   • Last Name + Number – The session number will be made up of the client’s last name and a number generated by the software (i.e., “Smith10000″‘).

   • Last Name + First Name + Number – The session number will be made up of the client’s last name, first name and a number generated by the software (i.e. “SmithAlan10000”).

   • Session Date – The session number will be the session date and a sequential number indicating the order the session occurred on that day (i.e., “20131011-01”). 

   • Session Date + Client Name – The session number will be the session date, the client’s name, and a sequential number indicating the order the session occurred on that day (i.e., “20131011-SmithAlan-01”). 

4. Click OK to save your preferences.