When it comes to the training we do, the number one area we address is how to help clients grasp how all the features of the software work together. Sometimes it can be hard to connect the dots. For example:

• How do sessions relate to clients?
• How do tasks apply to sessions?

Watch this video if you want a little help connecting the dots! Keep in mind, though, this walk-through is not designed to go into detail about the individual fields of each record. Please watch the other training videos for that. This video will take you through how to handle a booking with the Stratus website, from creating the client and scheduling the session, to issuing an invoice and scheduling any followup tasks or communications.