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Session Type #
Select a Default Session Type.
When you are booking a new session this will be the default type. See also: Session Types
Default Location #
You may also select a Default Location
for your sessions. The default can be overridden at the time a session
is scheduled.
Session Tabs #
Select which tabs you want to appear on the Session
record.
Session Number Options #
Decide how you want the software to assign session numbers.
Session Number Configuration #
Choose how you want the session numbers to be configured. You cannot
select Use Session Date as Number
unless you also select Assign Session
Number on Day of Session from the Session
Number Options.
Session Status Configuration #
You can set up different statuses for each session type. For example,
if you have a different workflow for senior sessions than for wedding sessions, check Enter
Sessions Statuses
by Type.
You can then set up session statuses for each session type. See also: Session Statuses
Total Sales Configuration – New to 2022 #
You can select which Invoice Types to be excluded from Total Lifetime Session Sales, and you can refresh on the fly that number.
Options #
-
Default Session
Date to Blank – With this option selected, the “Session
Date” field will be blank when new sessions are created. Turning
on Data Entry Validation for
this field will then require the user to select the appropriate date
before saving the session. See also: Data Entry Validation -
Default Session
Booked By to Blank – With this option selected, the “Booked
By” field will be blank when new sessions are created. Turning
on Data Entry Validation for
this field will then require the user to select the appropriate booker
before saving the session. See also: Data Entry Validation