Managing Sessions

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Creating New Sessions

 You may create new sessions using any of the following options:

• From the Calendar - The most common method of creating a new session is directly from the Calendar. Double-clicking on an empty time slot will launch the Scheduling Wizard. The wizard will walk you through the scheduling process for either a new or existing client. (Note: The Scheduling Wizard CANNOT be disabled through User Preferences.)

• From a Client - Another method of creating a new session is directly from a Client record. In the New group of the ribbon, click Session to launch the Session Wizard. (NOTE: Advanced users may choose to disable the Session Wizard through User Preferences.)

• From the Spectra File Menu - The Scheduling Wizard can also be launched from the Spectra File menu by going to File > New > Appointment/Session.

• From a Hub - Most hubs in Spectra have a Appointment or Session icon in the New group of the ribbon. Click it to start the Scheduling Wizard.

• Hot Key - From almost anywhere in Spectra, use Ctrl+P to launch the Scheduling Wizard.

For a step-by-step description of scheduling a session with the Scheduling Wizard see the "Creating a Session" topic in the "Calendar" section of the "Scheduling" chapter.

HERE'S A FLASH FOR YOU! When entering information into the Spectra wizards, you will find that Spectra automatically capitalizes the first letter and un-capitalizes the rest of the letters. If you type "sara johnson," Spectra will change it to "Sara Johnson" when you tab to the next field. If you do not want Spectra to change the capitalization, press the F3 key instead of the tab key when switching fields. For example, if you don't want "John McDonald" changed to "John Mcdonald," press the F3 key to advance to the next field..

Finding Existing Sessions

1.  From the hub menu, choose Sessions. This will open the Sessions hub.

2. Click and hold the down arrow next to the Last Name option of the Search By list box and select the criteria by which you want to search.

3. Type in your search criteria and press Enter (i.e., type in the city name if you chose to search by city).

4. Sessions matching the criteria you have chosen will be listed. These sessions can be sorted by clicking any of the column headers. If you can't find the desired session, use the scroll bar to see additional records or choose another criteria to search by.

5. When you find the correct session, double-click on it to open the Session.

Deleting Sessions

1. To find the session you want to delete, follow the steps outlined above. Double-click on the session to open it.

2. From the open session, click Delete on the ribbon. This will remove the entire session record from the database.

HERE'S A FLASH FOR YOU! Sessions with invoices or production records cannot be deleted.

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