PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Appointments & Sessions > Using the Scheduling Wizard > Creating an Unlinked Appointment
Creating an Unlinked Appointment

Help! Should I create an appointment or session?

HERE'S A FLASH FOR YOU!

An unlinked appointment is not tied to a specific client. For appointments that involve a specific client, Create a Linked Appointment instead.

  1. To find the time and date, refer to the Calendar Overview topic.

  2. Double-click in the desired time slot on the calendar.

  3. The Scheduling Wizard will walk you through the scheduling steps.

  4. From the Scheduling Wizard, choose Create a New Unlinked Appointment (with no client). Click Next.

  5. Type in the appointment description. Press Tab.

  6. Choose an appointment type from the drop-down list or type one in. Press Tab.

HERE'S A FLASH FOR YOU!

The appointment type determines what information will be displayed on the calendar to describe that appointment. Customize the calendar description for each of your appointment types in Maintenance > Appointment > Appointment Types See also: Appointment Types

  1. Confirm or add the remaining information as needed. Click Next.

  2. Enter necessary notes about the appointment. Click Next.

  3. If you want to view or modify the appointment, click the checkbox labeled Open Appointment for Additional Modifications and click Finish.

     



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