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Home > Scheduling > Sessions and Appointments > Sessions Hub

Sessions Hub

The Sessions hub is where you'll find a list of all your sessions - past, present, and future. Use the tools on the ribbon to export, search, and quickly create new records. The hub can be customized, sorted, and rearranged. 

Hub Ribbon



 Icon Name Description
  Export to Excel

Export the current list of sessions to an Excel file. Note: The export will contain only those sessions that are currently listed.
  Refresh Refresh the grid to reflect any database changes that may have occurred.
  Delete Delete the selected session. Deleting a session will delete any associated records PERMANENTLY. Note: We recommend opening the record before deleting it to make sure it is the correct one.
  Search Use the search tool to find one or more session that match a certain criteria. For example: Choose "Session Type" in the Search By field and then choose "Wedding" to see a list of your wedding sessions. See also: Finding a Session
  Appointment or Session Launch the Scheduling Wizard to create a new session or appointment. See also: Using the Scheduling Wizard
  Client Create a new client. See also: Creating a Client
  Quick Sale Create a new "Quick Sale" invoice that is not related to a client. See also: Creating a Quick Sale Invoice
  Task Create a new task. See also: Creating a Task
  Message Create a new email or SMS text message. See also: Sending Email and Sending Text Messages

Managing the Sessions Hub

Sorting the List

  • Click on any column header to sort the list by that column.
  • Click a second time to sort in reverse order.
  • Narrow down the list by using the Search section of the ribbon. See also: Finding a Session

Changing the Layout

  • Rearrange the columns by dragging and dropping a column header to a new position.
  • Resize columns by positioning the mouse between two column headers and dragging the bar.  

Choosing Different Columns 

  • To add or remove columns from the hub, click the down arrow in a column header and select Columns. Check the columns you want to see and uncheck the ones you don't need.

See also


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