Home > Scheduling > Using the Scheduling Wizard > Scheduling a Session with the Scheduling Wizard
Scheduling a Session with the Scheduling Wizard
Use one of the following options to open the Scheduling Wizard:
Double-click a time slot on the calendar.
Go to File > New > Appointment/Session.
From any hub, click Appointment or Session in the New group of the ribbon.
Click Next to begin.
Select Session and click Next.
Create a new client or find an existing one with the Client Search tool (shown here).
Enter or modify the Client Information and click Next.
Enter the Session Information and click Next. For a complete description of each field, refer to Scheduling a Session or the Session Reference topic.
Choose whether you want to create an invoice now or not. If you decide to create one, you will be prompted to create the order and be given the opportunity to accept a payment. For details on creating an invoice, see the Creating a Session Invoice topic.
Confirm the session details, select any of the listed options, and click Finish.
The session will appear in the following places:
The Sessions hub
The client's Sessions tab
Use this chart to help you decide!