Home > Scheduling > Sessions and Appointments > Appointment Reference
An appointment record is used to store information about your client appointments (Linked Appointments) and other appointments such as staff meetings (Unlinked Appointments). Some of the appointment information includes a description of the appointment, the type of appointment, the resources used in the appointment (such as an inside location), the appointment date, and the beginning/ending times of the appointment. From the appointment record, you can also choose the color that the appointment will display on the calendar. You can also open the associated client or session record by using the tools in the View group of the ribbon. The Linkage group of the ribbon contains options to link (or re-link) an appointment, as well as to convert an appointment to a session (not available in Stratus Express). Double-click an existing appointment on the calendar to open the appointment. See also: Appointment Ribbon
Appointment Notes - Contains notes regarding the appointment. When entering notes, use Ctrl+T to enter a date and time stamp that includes the initials of the logged in user. You can also check the spelling by clicking the ABC button.