PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Appointments & Sessions > Sessions > Session How To's > Copying a Session
Copying a Session

You can copy an existing session, linking it to the same client or another client. This will copy all the session information, custom fields, advanced calendar data, session promotions, session participants, and session notes. Here's how:

  1. Open the session you want to copy.

  2. Go to File menu and click Copy Session.

  3. Choose whether the new session should be linked to the same client or a different client. To link the session to a different client, you'll need to search to find the right client. Their name will be then be displayed next to the Search button.

     

  4. Click OK to create the new session.

  5. Both the old and new session records will be open for additional modifications. Note: Depending on the client you selected, the session records may look identical (except for the session number)! You'll see "New Session" at the top of the new session record.

  6. Save and close both sessions when finished.



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