Spectra Training Checklist

This checklist is designed as a self-directed training schedule for new users of StudioPlus Spectra. Follow the links to the online user guide for step-by-step instructions or watch the video tutorials to see how it's done. By completing each step of this checklist, you will be able to successfully set up Spectra for your studio and train your employees to use Spectra.

Installing Spectra

Install Spectra on all of the computers in your studio that will be using Spectra.
» User Guide - "Installation"
» User Guide - "Installing Spectra on a Network"

Navigating Spectra

Learn how to get around in Spectra, find the screens you need, and use the calendar.
» Watch Tutorial - "Navigating Spectra"
» User Guide - "The Spectra Home Page"
» User Guide - "Getting Around"

Basic Setup

Complete the Preferences Wizard and some additional basic setup so you can start using Spectra.
» Watch Tutorial - "Preferences Wizard"
» User Guide - "Preferences Wizard"
» User Guide - "Studio Preferences - Studio Information"
» User Guide - "Studio Preferences - Reports"
» User Guide - "Lead Sources"
» User Guide - "User Preferences"
» User Guide - "Workstation Preferences"

Entering Clients

Learn how to enter new clients and prospects, and how to browse and search for clients. If you have a list of clients in MS Excel, you can also import those into Spectra.
» Watch Tutorial - "Clients"
» Watch Tutorial - "Client Import and Export"
» User Guide - "Working with Clients"
» User Guide - "Client Import and Export"

Database Maintenance

Learn how to maintain your database, perform regular backups, and ensure that the vital business data in Spectra is secure.
» Watch Tutorial - "The Database Utility"
» User Guide - "Features of the Database Utility"

Scheduling

Start scheduling all your sessions and appointments in Spectra.
» Watch Tutorial - "Navigating the Calendar"
» Watch Tutorial - "Scheduling Wizard"
» Watch Tutorial - "Appointments"
» Watch Tutorial - "Sessions"
» User Guide - "Working with the Calendar"

Invoicing Setup

Set up your price list and sales tax to begin invoicing in Spectra.
» Watch Tutorial - "Invoicing Setup"
» User Guide - "Working with Price Lists"
» User Guide - "Studio Preferences - Invoicing"

Creating Invoices

Learn how to create invoices and payments.
» Watch Tutorial - "Creating Invoices"
» User Guide - "Working with Invoices"
» User Guide - "Working with Payments and Refunds"

Reports

Use the reports in Spectra to get a better handle on your business.
» Watch Tutorial - "Invoice and Sales Reports"
» User Guide - "Reports"

Accounting Integration

Learn how to set up the accounting link, integrate with QuickBooks, Simply Accounting, or MYOB, and perform your end-of-day close out.
» Watch Tutorial - "Accounting Link"
» Watch Tutorial - "Make a Deposit"
» Watch Tutorial - "Post Invoices"
» User Guide - "Working with Accounting Features"

Digital Workflow Setup

Understand how the Digital Workflow works in Spectra and complete the setup for your studio.
» Watch Tutorial - "Digital Overview and Setup"
» User Guide - "Digital Workflow Overview"

Capturing Images

Learn how to capture images into Spectra from a camera card, CD, or tethered. In one step you'll copy the images to the session folder, rename the files, create low-res preview files, and burn an archive.
» Watch Tutorial - "Capturing Images"
» User Guide - "Capture Images"

Sales Presentation

Begin presenting your images to your customers using Spectra. All the tools you need to be more efficient, increase average orders, and create invoices in one place.
» Watch Tutorial - "Sales Presentation"
» User Guide - "Sales Presentation"

Other Maintenance

Ready to get more out of Spectra? Here are links to help you set up more of the valuable features in Spectra.
» User Guide - "Users"
» User Guide - "Security Groups"
» User Guide - "Setting Up Outgoing Email"
» User Guide - "Setting Up Incoming Email"
» User Guide - "Setting SMS Text Messaging"
» User Guide - "Communication Wizard"
» User Guide - "Working With Production Orders"