Changing Session Descriptions

1. Go to Maintenance > Session > Session Types to open your list of session types.

2. Double-click to open a session type, or click Edit in the Details column.

3. Change the description that will be used for sessions of this type using the following options:

   • Delete a field - Highlight the entire field you want to delete (including the "<<" and ">>" characters) and press Delete.

   • Add a field - Place your cursor where you want to insert a field and click Insert Field. Click on a field in the list to insert it.

   • Add or remove text - Customize any text that isn't contained in the field tags (<<>>) by deleting, changing, or adding more.
     

   • Change the font - Choose a font from the drop-down list in the description editing window.

   • Use formatting options - Highlight portions of your description and choose formatting options such as bold, italic, underline, increase/decrease font size, and alignment.

   • Create a list - Use the list options to create a list with numbers or bullets.

4. Click OK to save your changes.

5. Modify additional session types as needed.

Changing Appointment Descriptions

1. Go to Maintenance > Appointment > Appointments Types to open your list of appointment types.

2. Double-click to open an appointment type, or click Edit in the Details column.

3. Change the description that will be used for linked and unlinked appointments of this type using the following options:

• Delete a field - Highlight the entire field you want to delete (including the << and >> characters) and press Delete.

• Add a field - Place your cursor where you want to insert a field and click Insert Field. Click on a field in the list to insert it.

• Add or remove text - Customize any text that isn't contained in the field tags (<<>>) by deleting, changing, or adding more.
  

• Change the font - Choose a font from the drop-down list in the description editing window.

• Use formatting options - Highlight portions of your description and choose formatting options such as bold, italic, underline, increase/decrease font size, and alignment.

• Create a list - Use the list options to create a list with numbers or bullets.

4. Click OK to save your changes.

5. Modify additional appointment types as needed.