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Home > Scheduling > Help! Should I create a session or appointment?

Help! Should I create a session or appointment?

Use this chart to help you decide!

 I need to... Appointment
Session
Record the date and time

Schedule specific user(s)
  
Reserve a location or other resource
Send an email or text message
Link to a specific client
Assign a specific type
 
Record participating family members
 
Create and track related appointments
 
Create and track related estimates  
Create and track related orders
 
Create and track related tasks
 
Track related communication history  
Store related images
 




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