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Home > Sessions and Appointments > Help! Should I create a session or appointment?

Help! Should I create a session or appointment?

Use this chart to help you decide!

 I need to... Appointment
 Session
Record the date and time
Schedule specific user(s)
  
Reserve a location or other resource
Send an email or text message
Link to a specific client
Assign a specific type
 
Record participating family members
 
Create and track related appointments
  
Create and track related estimates  
Create and track related orders
  
Create and track related tasks
  
Track related communication history  
Store related images
  




    See also
    Scheduling Overview
    Sessions Hub
    Session Reference
    Session Ribbon
    Appointment Ribbon
    Appointment Reference
    Session and Appointment How To's
    Using the Scheduling Wizard


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