Managing Sessions
- Page Help
- How to use the session calendars
- How to make and manage sessions
- Using session statuses to track sessions
- How to categorize sessions
- How to assign service tags for sessions
- How to create a referrer
- How to block out a period of time
- How to add and edit case notes for a session
- How to view existing invoice
- Creating an invoice for an individual session
- How are SMS and Email reminders sent