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Scheduling a Session with the Scheduling Wizard

Watch the video and follow the instructions below to book a session with the Scheduling Wizard.

Help! Should I create a session or appointment?
  1. Use one of the following options to open the Scheduling Wizard:

    • Double-click a time slot on the calendar.

    • Go to File > New > Appointment/Session.

    • From any hub, click Appointment or Session in the New group of the ribbon.

  2. Click Next to begin.

  3. Select Session and click Next.

  4. Create a new client or find an existing one with the Client Search tool (shown here).

  5. Enter or modify the Client Information and click Next.

  6. Enter the Session Information and click Next. For a complete description of each field, refer to Scheduling a Session or the Session Reference topic.

  7. Choose whether you want to create an invoice now or not. If you decide to create one, you will be prompted to create the order and be given the opportunity to accept a payment. For details on creating an invoice, see the Creating a Session Invoice topic.

  8. Confirm the session details, select any of the listed options, and click Finish.

    If you want to print a session confirmation, photographer confirmation, invoice, or payment receipt, just check the appropriate records below. The records you check will remain open for you to print what you need. Refer to the following topics for instructions: Creating a Session ConfirmationCreating a Photographer ConfirmationPrinting an Invoice or Estimate, and Printing a Receipt.

  9. The session will appear in the following places:

    • The calendar

    • The Sessions hub

    • The client's Sessions tab

See also

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