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Home > Scheduling > Sessions and Appointments > Session and Appointment How To's > Using Session Types

Using Session Types

To organize the sessions you offer, you may create your own session types in Stratus. For example, you may offer different types of wedding coverage: "Standard," "Royal," "Deluxe," and so on. Each type of wedding coverage could be created as a unique session type. You may create as many session types as you find helpful. Session types are linked to a specific price list for invoicing purposes and only items on the price list you've selected will be available for ordering.

  Why do I need different session types?
Session types help you keep your sessions organized. Here are several reasons you may want to set up multiple session types in Stratus:
  • Each session type can be a different color on the calendar.
  • Each session type can have a unique default duration.
  • Each session type can display a different price list (not available in the Express version).
  • Each session type can have a unique workflow.
  • Track session trends by using multiple session types.

Setting Up Session Types

Before you can use the powerful session type feature to organize your sessions, you will need to create your session types in Stratus. Note: Although you may have entered your session types in the Preferences Wizard when you set up Stratus, there are more options to choose from in the Session Types Maintenance list. Follow these steps to add additional details to the session types you've already created, as well as to add new ones. See also: Setting up Stratus with the Preferences Wizard
  1. Go to Maintenance > Sessions > Session Types to open your list of session types.

  2. Click New to add a type or click the Edit icon in the Details column to modify an existing one.

  3. Complete the following fields in General Information section:

    • Description - Enter a short description for the session type.

    • Price List - Choose which price list should be "linked" to this session type. Note: The Express version of Stratus will only have one price list.

    • Default Color - Choose the color you want sessions of this type to appear on the calendar. See also: Changing the Colors

    • Default Length - Enter a default length (in minutes) for sessions of this type. Note: The length of any session can be modified on a case-by-case basis when scheduling.

    • Sort Order - Enter the order you want this session type to appear in any drop-down lists throughout Stratus.

      TIP!
      Whenever you need to create a sort order in Stratus, skip a few numbers between each one (i.e., use 2-4-6-8 or 5-10-15-20). This will leave you space to add another entry without reordering the entire list!
    • Session Confirmation Description

    • Inactive - Check the Inactive box to hide a session type you are no longer using (but may not want to delete).

  4. For each session type, you may also want to modify the following:

    • Session and Invoice Terms - The terms that appear at the bottom of your session confirmations (Session Terms) and your invoices (Invoice Terms) are both set up in Maintenance > Invoice > Invoice Terms. For instructions on setting up your terms, see the Invoice Terms topic.

    • Descriptions on the Calendar - Stratus has been set up to include a default set of information on the calendar for each session and appointment. These descriptions can be customized to include just the information you find helpful. For instructions on modifying the calendar descriptions see the Changing Event Descriptions topic.

  5. When finished, click OK to save your session type.

  6. To maintain your session type list, you may also want to:

    • Delete a Session Type -  Highlight the type and click Delete on the ribbon.

    • Rearrange the List - Highlight a session type and use the Move Up and Move Down tools on the ribbon.

    • Hide Inactive Types - Click Hide Inactive on the ribbon to hide (or reveal) any inactive session types.

    • Print the List - Click Print on the ribbon to generate a printed report of your session types.

    • Export the List to Excel - Click Export to Excel to export an Excel file that you can download.

  7. Close the session type list when finished.

Using Session Types

After you have created your session types, you can easily sort your sessions and customize your workflows by session type. This section is short at the moment, but check back later as there are lots of great features being added that use session types.

Search for Session Types

  1. Go to the Sessions hub.
  2. Choose "Session Types" as the Search By option.
  3. Choose one of your session types from the list.

Create Session Statuses based on Session Types

You can create session statuses to track the different steps of your workflow. More importantly you can create session statuses based on session types, helping you track different workflows for each of your session types. For example, you can track a different workflow for your wedding, portrait, and senior sessions. For more information, refer to the Using Session Statuses topic.

See also


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