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 > Sessions > Sessions Hub
Sessions Hub

The Sessions hub displays your sessions. Use the tools on the ribbon to export, search, and quickly create new records. The hub can be customized, sorted, and rearranged. Double-click a session to open it. See also: Session Reference



 

Sessions Hub Ribbon

 Icon Name Description
 
Print Save the current session and leave it open for reference or additional modifications.
  Export to Excel Export the currently displayed sessions to an Excel file.
 
Refresh Refresh the grid to reflect any database changes that may have occurred.
  Delete
Delete the selected record. This will delete any associated records PERMANENTLY. Note: We recommend opening the record before deleting it to make sure it is the correct one. See also: Deleting a Session

 
Advanced Search Click Advanced Search if you don't know the full details  of the client, look up any of the fields you may know.  Use the % like a wild card.
  Search Search by any of the following:
  • Session No
  • Session Date
  • Last Name
  • Company Name
  • Bride or Groom Name
  • Online Booking Number (myStratus only)
  • Organization
  • Session Type
  • Session Status
  • Filter
  Customize Use these options to group, sort, and filter the list. See also: Customizing the Hubs
  Advance Status Update the status of one or more sessions. Note: Session statuses usually vary by session type, so sessions must be of the same type in order to update them together.
  Appointment or Session Launch the Scheduling Wizard to create a new appointment or session. See also: Scheduling Wizard
  Client Create a new client. See also: Creating a Client
  Quick Sale Create a new "Quick Sale" invoice that is not related to a client. See also: Quick Sale Invoices
  Task Create a new task.
  Message Create a new email or SMS text message. 

Managing the Sessions Hub

Sorting the List

  • Click on any column header to sort the list by that column.
  • Click a second time to sort in reverse order.
  • Narrow down the list by using the Search section of the ribbon. See also: Finding a Session

Changing the Layout

  • Rearrange the columns by dragging and dropping a column header to a new position.
  • Resize columns by positioning the mouse between two column headers and dragging the bar. 
 See Customizing the Hubs for more information on how to change the look of the Sessions hub.


See also


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