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Creating a Session Confirmation
Once a session is booked, a session confirmation can be printed or emailed to the client. Several items on the session confirmation can also be customized for your company.
Follow these steps to create a session confirmation that can be printed or saved as a PDF:
Open the session.
Click the down arrow under the Print button on the ribbon. See also: Session Ribbon
Click Session Confirmation.
The confirmation will open as a PDF that you can print or save to your local computer.
Follow these steps to email a session confirmation to a client directly through myStratus. Note: Emailing must be set up in myStratus prior to sending email. See Setting up Email for more information.
Open the session in myStratus.
Open the Communication tab of the ribbon.
Click New Email and choose the Blank Email option.
In the new email window, click Session Confirmation in the Attachments group of the ribbon.
Type in your email message in the lower portion of the window.
Click Send when ready.
The email will be recorded on Communication tab of both the client and the session. It will also appear as a sent item on the Messages hub. See also: Messages Hub
The following items can be customized on the session confirmation:
Terms - The message that appears at the bottom of the session confirmation can be modified or deleted. These terms are modified in Maintenance > Invoice > Invoice Terms. For detailed instructions, see the Invoice Terms topic.
Include Session Notes - Choose to have Stratus always include any existing session notes on the session confirmation. Follow these steps to set it up:
Go to Maintenance > Preferences > Company Preferences and open the Reports tab.
Scroll down to the Appointment Confirmation Report section.
Check the Default Appointment Notes to Print option(s).
Click OK to save your preferences.