Creating a Session

Creating a Session for an Existing Client

1. To find the time and date, refer to the topic “Features of the Calendar."

2. When you have located the desired date and time, double-click it. The Scheduling Wizard will open to walk you through the scheduling steps.

3. The default option is already set to Create a New Session. Click Next.

4. The default option is already set to Use an Existing Client Record. Click Next.

5. To find the desired client, choose the search criteria from the drop-down list and tab to the criteria field. Enter the corresponding information. (i.e., search criteria = last name, criteria field = Johnson.) Press Enter.

6. Clients that match the criteria you have chosen will be displayed.

7. If the client you're looking for is not visible, use the scroll bar to see additional records or choose another search criteria and try again. When you find the correct client, click the gray box to the left of the client to select it. Click Next. Note: If the client you've chosen currently has a session marked as "On Hold," you will be asked if you want to continue creating a new session or use the existing one. If you choose to use the existing session, the wizard will close and the existing session will be opened for modification.

8. Continue to click Next as you verify the existing client information.

9. Enter the session information as needed. Click Next.

10. Click “Don't create an invoice now” and click Next.

HERE'S A FLASH FOR YOU! If you want to create an invoice for this session, skip steps 10-12 and follow the steps outlined in the "Adding New Invoices” section of the “Working with Invoices” chapter.

11. If you want to modify or view either the session or client information, check the appropriate box(es).

12. If you don't want to print the session confirmation, you must uncheck the Print Session Confirmation checkbox. Click Finish.

Creating a Session for a New Client

1. To find the time and date, refer to the topic “Features of the Calendar."

2. When you have located the desired time and date, double-click it. The Scheduling Wizard will walk you through the scheduling steps.

3. The default option is already set to Create a New Session. Click Next.

4. Select Create a New Client Record and click Next.

5. Fill in the client’s information as desired and continue clicking Next.

HERE'S A FLASH FOR YOU! See the topic “Features of Client Records" for more details regarding additional client features.

6. Enter session information as needed. Click Next.

HERE'S A FLASH FOR YOU! See the topic “Features of Session Records” for more details regarding sessions.

7. Click Don't Create an Invoice Now and click Next.

HERE'S A FLASH FOR YOU! If you want to create an invoice for this appointment, skip steps 7 and 8 and follow the steps outlined in the "Adding New Invoices” section of the “Managing Invoices” topic.

8. Click Finish to open the session and client screens for modification, or de-select one or both and click Finish.

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