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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