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Home > Scheduling > Sessions and Appointments > Session and Appointment How To's > Setting up Session and Appointment Defaults

Setting up Session and Appointment Defaults

To save time when scheduling, you can choose several session and appointment defaults that Stratus will automatically select for you when a new session or appointment is created. These selections can be changed on each session or appointment as needed.

Default Session Type and Location

Follow these steps to choose your session defaults:
  1. Go to Maintenance > Preferences > Company Preferences and open the Sessions page.

  2. Choose the following:

    • Default Session Type - Choose the session type from the drop-down list. See also: Using Session Types

    • Default Location - Choose the most commonly used location (i.e., camera room) from the drop-down list. Note: Locations are also called "Resources" in Stratus. See also: Adding Resources to the Calendar

  3. Click OK to save your preferences.

Default Appointment Length, Color, and Location

Follow these steps to choose your appointment defaults:
  1. Go to Maintenance > Preferences > Company Preferences and open the Appointments page.

  2. Choose the following:

    • Default Length - Choose the typical appointment length from the drop-down list.

    • Default Color - Choose a color from the drop-down list.

    • Default Location - Choose the most commonly used location (i.e., sales room) from the drop-down list. Note: Locations are also called "Resources" in Stratus. See also: Adding Resources to the Calendar

  3. Click OK to save your preferences.


See also


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