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Credit Card Processing

5
  • Credit Card Processing Overview
  • eWAY Credit Card Processing (AU NZ)
  • TSYS (Cayan) Credit Card Processing (US)
  • Credit Card Processing
  • Global Payments Credit Card Processing (Canada)

Control Center

4
  • temp control panel
  • The Control Center
  • Control Center Logs
  • Control Center

Appendices

3
  • End User License Agreement
  • Appendices
  • StudioPlus Mail TOU

Dashboard

9
  • FAQ: How to Delete a Dashboard Report
  • Dashboard Examples
  • Arranging your Dashboard
  • Dashboard Reports
  • Setting up Budgets
  • Dashboard Overview
  • Reading your Dashboard
  • Performance Panels
  • Dashboard

Hubs

3
  • Hub Overview
  • Customizing the Hubs
  • Hubs

Digital Workflow

7
  • Render Profiles 2025
  • Workflow Ribbon
  • Digital Workflow Overview
  • Digital Workflow Reference Guide
  • Digital Template Builder Overview
  • Digital Workflow
  • Workflow Hub

Data Management

10
  • myStratus Database Utility
  • Updates and Upgrades
  • Spectra Database Utility
  • Internet Update Utility – Spectra 2014 or older
  • Maintaining your Spectra Database
  • FAQ – myStratus Firewall
  • Database Backup Best Practices
  • FAQ – Upgrading to Spectra SQL
  • Data Management
  • Stratus Drive Image Management

Appointments

4
  • Appointments
  • Appointments Hub
  • Features of Appointment Records
  • Managing Appointments

Scheduling Overview

3
  • Help! Should I create an appointment or session?
  • Scheduling Overview
  • Scheduling Overview

Advanced Features (Tools)

2
  • Wizard Builder
  • Advanced Features (Tools)

Sessions

5
  • Session Ribbon
  • Session Reference
  • Session Wizard
  • Sessions Hub
  • Sessions

Communication

10
  • FAQ – HTML Emails vs. Email Form Letters
  • Form Letter Builder
  • HTML Email Builder
  • Communication Overview
  • Messages Hub
  • Communication Wizard
  • Communication
  • Managing Scheduled Communication Jobs
  • FAQ – Header / Footers Printing on HTML Letters
  • FAQ: How to export SendGrid HTML Emails and use them in Stratus

Clients

7
  • Barcoding
  • Client Ribbon
  • Clients Hub
  • Client Wizard
  • Clients
  • Client Reference
  • Clients Overview

Calendar

2
  • Calendar Overview
  • Calendar

StudioPlus Finale

6
  • Finale Settings
  • Setting up Render Jobs
  • Finale Ribbon
  • Using Finale
  • StudioPlus Finale
  • StudioPlus Finale Overview

Tasks

9
  • Finding a Task
  • Linking a Task
  • Assigning a Task
  • Creating a Task
  • Tasks Overview
  • Tasks Hub
  • Features of the Task Record
  • Managing Tasks
  • Tasks

Reports

13
  • Client Referral Report
  • Inventory Quantity On-Hand
  • Customer Deposit Reconciliation Report
  • Saved Reports and Report Subscriptions
  • Account Receivable Aging Report
  • Custom Reports
  • Dashboard Reports
  • Employee Commissions Report
  • Order Status Report
  • Print Group of Invoices Report
  • Sales Tax Report
  • Time Sheet
  • Reports

Users and Security

11
  • Data Entry Validation
  • Setting up Departments
  • Setting up Security
  • Setting up Users
  • Time Clock
  • Audit Trail Logs
  • Security Settings
  • GDPR Practices (EU)
  • FAQs – Ex-Employees
  • FAQ: How to fix overlapping Clock in’s
  • Users and Security

Admin

2
  • Reports
  • Admin

Optional Add-Ons

6
  • Perfectly Clear Plug-in
  • Perfectly Clear Plug-In (old)
  • myStratus Maps
  • Optional Add-Ons
  • How to flag many clients SMS texts boxes
  • FAQ Master

Web Forms (myStratus ONLY)

9
  • Web Forms (myStratus ONLY)
  • 2. Building Web Forms
  • 4. Accessing Web Forms
  • Introduction to Web Forms
  • 3. Creating Web Forms for Clients
  • Web Form Statuses
  • 1. Web Forms Preferences
  • Bulk Create Web Forms
  • How can I create Web Forms to gather more info for Sessions?

Mobile Devices

1
  • Mobile Devices

Invoices

8
  • Invoicing Overview
  • Features of the Invoice Line Item Detail Screen
  • Invoicing Setup
  • Invoice Wizard
  • Invoices Hub
  • Invoice Ribbon
  • Invoice Reference
  • Invoices

InSpiredByYou.com 1.0 (Spectra only)

8
  • Contracts – SPECTRA only – IBY 1.0
  • Client Album Statuses
  • Using InSpiredByYou
  • Synchronizing InSpiredByYou
  • Setting up InSpiredByYou
  • InSpiredByYou.com 1.0 (Spectra only)
  • FAQ – Finding InSpired Orders in Spectra
  • Tips for Managing InSpiredByYou

Online Booking (myStratus ONLY)

11
  • Online Booking for Organizations
  • Online Booking Set up – Online Booking Preferences
  • Online Booking Overview
  • Online Booking (myStratus ONLY)
  • Online Booking Set up – Additional Features
  • Online Booking Set up – Time Slots
  • Online Booking Set up – Session and Appointment Types
  • Online Booking Promotions
  • Getting Started with Online Booking
  • Online Booking Set Up
  • FAQs – Online Booking

Production

7
  • Production Order Ribbon
  • Production Order Reference
  • Production Overview
  • Preproduction Order Ribbon
  • Preproduction Order Reference
  • Production Hub
  • Production

Price List

14
  • Price List 2025 Update
  • Inventory
  • Unit Pricing
  • Advanced Pricing
  • Price List Ribbons
  • Price List Reference
  • Creating a Package
  • Price List View Options
  • Price List Overview
  • About Item Types
  • Importing a Price List
  • Creating a Coupon or Promotion
  • Price List
  • Setting up a Price List

Payments and Refunds

3
  • Features of Payment and Refund Records
  • Payment Wizard
  • Payments and Refunds

Accounting

8
  • Accounting Overview
  • End of Day Wizard
  • Using the Accounting Link
  • Cash Reconciliation
  • Setting up the Accounting Link – QuickBooks Online
  • FAQ – Reconciling with QuickBooks Desktop
  • FAQ – Unlocking Posted Invoices
  • Accounting

Lab Integration

5
  • Price List for Lab Integration
  • Production Statuses for Lab Integration
  • Getting Started with Lab Integration
  • Enabling Lab Integration
  • Lab Integration

InspiredByYou.com 2.0

3
  • Features
  • Overview
  • InspiredByYou.com 2.0

Menus

7
  • Reports Menu
  • Menus
  • Help Menu
  • Go Menu
  • File Menu
  • Utilities Menu
  • Tools Menu

NEW 2023 Web App

5
  • Home Hub
  • NEW 2023 Web App
  • Calls Hub
  • Messages Hub
  • Workflow Hub

StudioPlus Payments - NEW 2026!

10
  • Buy Now, Pay Later Options
  • Online Payments
  • Transitioning to StudioPlus Payments
  • Stripe Card Readers
  • Managing Payouts
  • StudioPlus Payments Guide
  • StudioPlus Payments Overview
  • StudioPlus Payments FAQs
  • StudioPlus Payments Getting Started Checklist
  • StudioPlus Payments – NEW 2026!

Getting Around the Software

8
  • Notification Center
  • Company Shortcuts
  • Customizing the Home Page
  • Home Page Overview
  • Navigating Spectra Video
  • Getting Around the Software
  • FAQ: How to read Today’s Snapshot
  • FAQ Master List

Getting Started

3
  • Getting Started
  • Overview
  • Getting Help

Price List Maintenance

6
  • Inventory Adjustments
  • Price List Maintenance
  • Item Enhancements
  • Item Options
  • Product Lines
  • Item Tags

Payment How To's

11
  • Refunding a Customer Deposit
  • Deleting a Payment or Refund
  • Finding a Payment or Refund
  • Creating a Refund
  • FAQ – Documenting a Returned Check
  • Creating a Payment
  • Payment How To’s
  • Client Payment Methods
  • Customer Deposits
  • Payment Plans
  • Printing a Receipt

Communication Maintenance

9
  • Email Categories
  • Communication Outcomes
  • Communication Results
  • Email Boxes
  • Email Signatures
  • Email Statuses
  • Email Types
  • Phone Call Types
  • Communication Maintenance

Calendar Hub

2
  • Using Create Tool
  • Calendar Hub

Existing Users - Upgrading Process

4
  • Transitioning to InspiredByYou.com 2 – proposed
  • Additional Set-up
  • Existing Users – Upgrading Process
  • Transitioning to InspiredByYou 2

Invoice How To's

30
  • Duplicating an Invoice Line
  • Importing Invoices
  • FAQ – Tracking the Costs of an Invoice
  • FAQ – Sales Tax Reporting
  • FAQ – Printing a Client Statement
  • Creating a Client Invoice
  • Creating a Session Invoice
  • Deleting an Invoice
  • Changing an Estimate to an Invoice
  • Creating an Estimate
  • Finding an Invoice
  • Creating an Invoice
  • Invoice How To’s
  • Discounting an Invoice
  • Printing an Image Detail Sheet
  • Avalara Tax Integration
  • TSYS (Cayan) Gift Cards
  • Employee Commissions
  • Gift Certificates
  • Quick Sale Invoices
  • FAQ – Writing Off Invoices
  • Legacy Online Payments (myStratus Only)
  • FAQ – Transferring a Credit Balance
  • FAQ – Deposits vs. Credit Balances
  • UPS Integration
  • FAQ – How to move an invoice from one client to another
  • Copying an Invoice
  • FAQ – Using Third-Party Coupons (Groupon)
  • Using Coupons
  • Printing or Emailing an Invoice

Workflows

3
  • Simple Workflow
  • Uploading Images
  • Workflows

FAQ's: InspiredByYou.com 2.0

15
  • How can I remove Images from the Stratus Drive?
  • How do I setup the InspiredByYou Control Center if my Session Statuses are by Session Type?
  • How can clients manage their account?
  • How can I limit the number of poses a client can order?
  • How can I change a client’s Online User Name and Password?
  • How do I offer a Promotion?
  • How can I sell and redeem a gift card?
  • Why don’t clients have the Yearbook Pose selection?
  • How do students select a Yearbook Pose?
  • Why do my images not show up in InspiredByYou.com
  • FAQ’s: InspiredByYou.com 2.0
  • How can I setup contracts for clients?
  • How can I sell Unit Based Items on InspiredByYou?
  • How can I sell Composite Templates Online?
  • Why are my images not being uploaded via the Control Center Job?

Invoice Maintenance

7
  • Invoice Maintenance
  • Invoice Credit Reasons
  • Invoice Classifications
  • Invoice Statuses
  • Invoice Terms
  • Payment Methods
  • Sales Tax

Google Syncing

5
  • Google Syncing
  • Google Sync Video
  • Gmail Contacts – DISCONTINUED BY GOOGLE
  • Setting up Google Sync
  • Troubleshooting Google Sync Setup

MyStratus Mobile App (Stratus ONLY)

13
  • Authorizing and Deactivating Mobile Devices
  • Tasks on the Mobile App
  • Communicating with the Mobile App
  • Clients on the Mobile App
  • Navigating the Mobile App
  • MyStratus Mobile App (Stratus ONLY)
  • Getting Started with the Mobile App
  • JT Clients on Mobil
  • Mobile App and iPhone
  • Scheduling with the Mobile App
  • Time Clock with the Mobile App
  • Processing Credit Cards in the Mobile App
  • Troubleshooting the Mobile App

New Users - Setting up InspiredByYou

10
  • Digital Delivery
  • Step 3: InspiredByYou.com Preferences
  • Step 5: InspiredByYou Price List
  • Step 2: Online Portal Preferences
  • Checklist for Setting up InspiredByYou
  • Step 1: New Users Basic Setup
  • Product Tier Shipping Method
  • Step 4: Shipping Methods
  • Step 6: Syncing Sessions to show online
  • New Users – Setting up InspiredByYou

Production How To's

11
  • Creating a Reorder
  • Deleting a Production Order
  • Changing the Status of a Production Order
  • Finding a Production Order
  • Creating a Production Order
  • Printing a Work Order
  • Managing Preproduction Orders
  • Sending Images to a Lab
  • Production How To’s
  • Automating Production Orders
  • Printing a Purchase Order

DataSafe (Spectra only) - Depreciated 2023

2
  • Troubleshooting DataSafe Setup
  • Getting Started with DataSafe

StudioPlus Mail

12
  • StudioPlus Mail Definitions
  • Customizing Unsubscribe Links
  • Confirmation Emails
  • Managing StudioPlus Mail
  • StudioPlus Mail Overview
  • Setting up StudioPlus Mail
  • StudioPlus Mail
  • Using the SendGrid Portal
  • FAQ – Changing my SendGrid Password
  • Domain Authentication
  • FAQ – Setting up SendGrid Domain Verification for Email Provider Compliance
  • Email Validation – (Gold Plan only)

Search Hub

3
  • Specific Tools for Invoices
  • Specific Tools for Sessions
  • Search Hub

Quick Access Hub

1
  • Quick Access Hub

PDF Template

9
  • Index
  • (Help Pages)
  • PDF Headers and Footers
  • PDF Table of Contents
  • PDF Blank Page 2
  • PDF Title Page
  • PDF Blank Page 1
  • PDF Cover Page
  • PDF Template

Word Template

5
  • Word Index
  • (Help Pages)
  • Word Table of Contents
  • Word Cover Page
  • Word Template

SMS Text Messages

8
  • SMS Text Messages
  • Managing Your Messaging Plan
  • Getting Started with SMS Text Messaging
  • Features of SMS Text Messages
  • Sending SMS Texts
  • Creating SMS Text Templates
  • SMS Reference
  • SMS Ribbon (0bsolete)

Lists and Labels

7
  • Client Lists and Labels
  • Invoice Lists
  • Payments Pending List
  • Payment Lists
  • Price List Reports
  • Session Lists and Labels
  • Lists and Labels

Organization Reports

6
  • Organization Lists
  • Organization Session List
  • Organization Session List (Not Photographed)
  • Organization Session Summary
  • Yearbook Approval Report
  • Organization Reports

Production Maintenance

7
  • Vendor Products
  • Production Maintenance
  • Production Order Types
  • Production Statuses
  • Preproduction Statuses
  • Reorder Reasons
  • Vendors

Dashboard Hub

3
  • How to use Personal Dashboard Reports
  • How to use Company Dashboard Reports
  • Dashboard Hub

Analysis Reports

6
  • Composite Template Sales Report
  • Product Sales Analysis
  • Profit Analysis
  • Sales Analysis
  • Session Trends
  • Analysis Reports

Task Maintenance

3
  • Task Maintenance
  • Task Statuses
  • Task Types

Gift Certificate Reports

3
  • Gift Certificate Activity
  • Gift Certificates Outstanding
  • Gift Certificate Reports

Loyalty Rewards Reports

3
  • Loyalty Rewards Outstanding
  • Loyalty Rewards Activity
  • Loyalty Rewards Reports

Client Maintenance

10
  • Client Maintenance
  • Marketing Plans
  • Client Statuses
  • Client Groups
  • Organizations
  • Client Status Reasons
  • Phone Number Labels
  • Family Member Relationships
  • Zip Codes
  • Lead Sources

Customizing Clients

4
  • Customizing Clients
  • Start with Client’s First/Last Name
  • Hiding Client Tabs
  • Custom Labels and Lists

Using the Scheduling Wizard

5
  • Creating an Unlinked Appointment
  • Creating a Linked Appointment
  • Scheduling a Session with the Scheduling Wizard
  • Scheduling Wizard
  • Using the Scheduling Wizard

Letters - deprecated

1
  • Features of Letter Records

Basic Setup How To's

5
  • Basic Setup How To’s
  • Preferences Wizard
  • Quick Reference
  • Importing your Company Logo
  • Changing your Company Information

Client Referral Programs

6
  • Client Referral Programs
  • Using Referral Programs
  • Referral Program Examples
  • Client Referral Programs
  • Referral Program Preferences (myStratus ONLY)
  • What is a Client Referral Program?

Client How To's

32
  • FAQ – How to track sports teams
  • Attaching a File
  • Choosing the Client Image
  • Adding Clients to a Marketing Plan
  • Using Client Status Triggers
  • Removing Clients from a Group
  • Adding Clients to a Group
  • Printing a Client List
  • Setting up the Client Number System
  • Adding Family Members
  • Tracking Referrals
  • Importing Clients
  • Merging Two Clients
  • Deleting a Single Client
  • Finding a Client
  • Handling Duplicate Clients
  • Creating a Client
  • Creating a Client from a Family Member
  • Finding a Family Member
  • Printing a Client Profile
  • Using Client Status Due Date
  • Using Lead Sources
  • Using Client Groups
  • Communicating with a Client
  • FAQ – Membership Plans
  • Exporting Clients
  • Net Promoter Scores (NPS) (myStratus Only)
  • Client How To’s
  • Deleting a Group of Clients
  • FAQ: How to add Allow Marketing flags
  • Client’s Summary: YTD totals explained
  • FAQ – How to mass update client records

Appointment Maintenance

4
  • Appointment Statuses
  • Appointment Types
  • Outside Locations
  • Appointment Maintenance

Session How To's

26
  • Import Sessions
  • Using Session Promotions
  • Confirming a Session
  • Using Session Reminders
  • Rescheduling a Session
  • Adding Participants
  • Using Outside Locations
  • Setting up the Session Numbering System
  • Tracking Statuses on a Session
  • Using Session Statuses
  • Using Session Types
  • Setting Up Conflict Notifications
  • FAQ – Tracking Revenue by Promotion
  • Printing or Emailing a Session Confirmation
  • Deleting a Session
  • Finding a Session
  • Scheduling a Session
  • Session How To’s
  • Resolving Scheduling Conflicts
  • Copying a Session
  • Printing a Photographer Confirmation
  • Session Clients for Reference
  • FAQ: How to handle headshots for corporate accounts
  • FAQ: How to send a Session Confirmation to a Bill-To Client
  • Bulk Scheduling
  • Advanced Scheduling

Session Maintenance

9
  • Session Maintenance
  • Session Status Results
  • Session Promotions
  • Session Statuses
  • Session Types
  • Social Event Suppliers
  • Social Event Supplier Types
  • Yearbook Statuses
  • Scheduling Time Slots

Customizing the Calendar

7
  • Changing Event Descriptions
  • Holidays and Special Events
  • Days of the Work Week
  • Open and Close Hours
  • Changing the Colors
  • Session and Appointment Descriptions
  • Customizing the Calendar

Calendar How To's

12
  • Displaying Sunrise and Sunset Times
  • Google Syncing
  • Printing the Calendar
  • Viewing Multiple Days
  • Viewing Multiple Schedules
  • Changing the Calendar View
  • Deleting an Event
  • Rescheduling an Event
  • Adding Users to the Calendar
  • Adding Resources to the Calendar
  • Calendar How To’s
  • Adding Departments to Calendar

Maintenance Menu

14
  • Report Maintenance
  • Maintenance Menu Overview
  • Web Form Maintenance
  • Task Maintenance
  • General (Studio) Maintenance
  • Session Maintenance
  • Production Maintenance
  • Price List Maintenance
  • Invoice Maintenance
  • Digital Maintenance
  • Communication Maintenance
  • Client Maintenance
  • Appointment Maintenance
  • Maintenance Menu

Printing Workflow

6
  • Designing Print Layouts
  • Setting up the Printing Workflow
  • Printing Workflow Overview
  • Printing Video
  • Printing an Order In House
  • Printing Workflow

Spectra - Hidden

4
  • Spectra Features
  • Walk-Through
  • Spectra – Hidden
  • Getting Started Guide

Filters

5
  • FAQ – Filters for Labels by Grad Year/Organization
  • Advanced Filters
  • Using the Filter Builder
  • What is the Filter Builder?
  • Filters

Digital Integrations

5
  • Lightroom Integration
  • Fujifilm MS Job Maker
  • ProSelect Integration
  • Express Digital Darkroom Integration
  • Digital Integrations

Digital Maintenance

11
  • Render Jobs
  • Render Printers
  • Render Printer Pools
  • Composite Template Quick Picks
  • Image Colorizations
  • Image Sizes
  • Lightroom Metadata Presets
  • Lightroom Metadata Preset Details
  • Digital Maintenance
  • Render Reprint Reasons
  • Render Profiles

Workflow How To's

24
  • Electronic Delivery
  • Rendering Images
  • Stage 6 – Archiving Images
  • Stage 1 – Capturing Images
  • Stage 7 – Deleting Images
  • Group Capture
  • Stage 4 – Producing Images
  • Stage 3 – Retouching Images
  • Stage 2 – Sales Presentation
  • Stage 5 – Uploading Images to Web
  • Modifying the Digital Workflow for Your Studio
  • Setting up Digital Workflow
  • Yearbook Workflow and CDs
  • Adjusting Images in Spectra and myStratus
  • Chroma Key
  • Cropping Images
  • Using Composite Templates
  • Designing Composite Templates
  • FAQ – Linking with Photoshop™ or Other Imaging Software
  • Workflow How To’s
  • Bulk Image Importer
  • Syncing Images to Stratus Drive
  • High School Senior Workflow
  • Local Image Caching

myStratus

11
  • FAQ – Portrait
  • FAQ – School
  • Using the Software – School
  • Using the Software – Portrait
  • Setup Guide – Schools
  • Setup Guide – Portraits
  • FAQ – High Volume
  • Using the Software – High Volume
  • Setup Guide – High Volume
  • myStratus
  • Installing myStratus Desktop

Triggers - 2016 and Older

11
  • What are Triggers?
  • Appointment Triggers
  • Client Status Triggers
  • Invoice Status Triggers
  • Production Status Triggers
  • Preproduction Status Triggers
  • Session Status Triggers
  • Session Type Triggers
  • Task Status Triggers
  • Task Type Triggers
  • Triggers – 2016 and Older

Phone Calls

3
  • Calls Hub
  • Features of Phone Call Records
  • Phone Calls

Email

11
  • Sending Email
  • FAQ – Email Block Lists
  • FAQ – Email ISP Limits
  • FAQ – Exporting Email Addresses
  • Email
  • Setting up Email
  • Gmail outgoing
  • FAQ – Setting up Gmail: Outgoing and Incoming
  • Features of Email Messages
  • Gmail Error 5.7.0
  • FAQ – Setting up Outlook 365 for Incoming

Genius Credit Card Terminals (US)

5
  • EMV Certified Processing (US)
  • Genius Countertop Terminal (US)
  • Unsupported: Genius Mini Terminal (US)
  • Genius Handheld Terminal (US)
  • Genius Credit Card Terminals (US)

Best Performance Practices

5
  • Calendar goes blank after saving
  • Stratus slowness or Time Out messages
  • Slow Speed when opening Clients or Sessions
  • Best Performance Practices
  • Database Utility Settings

Triggers

4
  • Processing Triggers
  • Triggers
  • Triggers
  • Trigger Types

Preferences

9
  • Referral Program Preferences (myStratus ONLY)
  • Preferences Overview
  • Printing Preferences
  • User Preferences
  • Firewall Preferences (myStratus ONLY)
  • Online Booking Preferences (myStratus ONLY)
  • Web Forms Preferences (myStratus ONLY)
  • InSpired Preferences
  • Preferences

Installing Spectra

5
  • Basic Spectra Installation
  • Installing Spectra on a Network
  • Launching Spectra and Logging In
  • Optimizing Spectra
  • Installing Spectra

Phone Call How To's

3
  • Phone Call How To’s
  • Creating a Group of Calls
  • Finding Calls

FAQ: Fixes for common messages

5
  • Bitmap error
  • FAQ: Fixes for common messages
  • System out of memory – Part 2
  • System out of memory – Part 1
  • Error when Printing or Exporting

Loyalty Rewards

3
  • What is a Loyalty Reward?
  • Implementing a Loyalty Program
  • Loyalty Rewards

Not in Use_Specific Tools from the Quick Access Hub

3
  • Not in Use_Specific Tools from the Quick Access Hub
  • New Session
  • New Custom Deposit

Reviewing Clients

3
  • Reviewing Clients
  • Client Phone Calls
  • Adding records to the Client

Bulk Image Import using QR Codes

2
  • Fail Safe for QR Codes
  • Bulk Image Import using QR Codes

Company (Studio) Preferences

21
  • Company (Studio) Preferences – Automatic Updates
  • Company (Studio) Preferences – Accounting
  • Company (Studio) Preferences – Appointments
  • Company (Studio) Preferences – Attachments
  • Company (Studio) Preferences – Sessions
  • Company (Studio) Preferences – Slideshow
  • Company (Studio) Preferences – General Info
  • Company (Studio) Preferences – Audit Logging
  • Company (Studio) Preferences – Calendar
  • Company (Studio) Preferences – Clients
  • Company (Studio) Preferences – Digital
  • Company (Studio) Preferences – Email
  • Company (Studio) Preferences – Integration
  • Company (Studio) Preferences – Invoicing
  • Company (Studio) Preferences – Miscellaneous
  • Company (Studio) Preferences – Organizations
  • Company (Studio) Preferences – Phone Calls
  • Company (Studio) Preferences – Production
  • Company (Studio) Preferences – Reports
  • Company (Studio) Preferences – Scheduling
  • Company (Studio) Preferences

Workstation Preferences

10
  • CD and DVD Burning from Spectra
  • Dymo Label Printing
  • Workstation Preferences Overview
  • Workstation Preferences – Digital
  • Workstation Preferences – Email
  • Workstation Preferences – Integration
  • Workstation Preferences – Miscellaneous
  • Workstation Preferences – Credit Cards
  • FAQ: Why is my Dymo 550 not working after a Windows Update on Windows 10 or 11?
  • Workstation Preferences

Company (Studio) Preferences - Credit Cards Overview

4
  • Company (Studio) Preferences – Credit Cards Overview
  • Company Preferences – eWAY Credit Cards (AU NZ)
  • Company Preferences – Global Payments Credit Cards (UK, EU, Canada)
  • Company Preferences – TSYS Credit Cards (US)

Legacy (Uncategorized)

107
  • Cayan Credit Card Processing (Canada)
  • Workstation Preferences CC_2018
  • Organizations_2018
  • Basic Setup
  • Basic Set-up_Old
  • Setting up InspiredByYou_New
  • Studio Preferences – Merchant Warehouse US_New
  • eWAY Credit Card Process_New
  • Merchant Warehouse Credit Card Process_New
  • Credit Card Processing Overview_New
  • Control Center_New
  • Payment Plans_New
  • Uploading to InSpired_New
  • Merchant Warehouse Credit Card Process, New
  • Credit Card Processing New
  • Personalize a Session Record with an Image
  • Personalize a Client Record with an Image
  • FAQ – Create Reports for Sessions Booked
  • Uploading to InSpiredByYou
  • Control Center, CC New
  • Using Inspired with Spectra, CC New
  • Setting up Spectra with the Preferences Wizard, New
  • Payment Plans, Merchant Warehouse and eWAY, New
  • Client Payment Methods for Merchant Warehouse and eWAY, New
  • Studio Preferences – eWay Credit Cards_AUS_NZ_GBR_New
  • Studio Preferences – Credit Cards, Merchant Warehouse, New
  • eWay Credit Card Process, New
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  • Setting up the InSpired Integration

Setting up the InSpired Integration

Before you can start using InSpiredByYou for online proofing and ordering, you must set up your InSpired preferences in Spectra and then sync your settings to InSpiredByYou. Your InSpired Preferences are found in Spectra under Maintenance > Preferences > InSpiredByYou Preferences.
This is where you will activate InSpiredByYou, choose the features for
your InSpired site, select watermarking options for your online images,
choose how you want to process online payments, and more.

Step 1 – Sign up for InSpiredByYou #

Contact StudioPlus Software, (888) 862-4868, to set up an InSpiredByYou.com account. StudioPlus will provide you with an InSpiredByYou.com client user name and password, as well as a link to your InSpiredByYou.com site you can use on your website.

Step 2 – Enter InSpired Password in Studio Preferences #

  1. Go to Maintenance > Preferences > Studio Preferences and open the Studio Info tab.

  2. Enter your InSpired password in the Account Password field. This password was supplied to you when you established your InSpiredByYou account.

    account_password.PNG

Step 2 – Activate InSpiredByYou #

  1. In Spectra, go to Maintenance > Preferences > InSpiredByYou Preferences.

  2. On the General tab, enter your InSpiredByYou login credentials. You received your username and password in the confirmation email you received from StudioPlus when you signed up for InSpiredByYou.

    general_tab.jpg

  3. Check the Activate InSpiredByYou.com box at the top of the window.

    activate.jpg

Step 3 – Choose Your InSpiredByYou Preferences #

Continue setting up InSpiredByYou by choosing your settings on each of the following tabs in your InSpiredByYou Preferences:

Company Tab #

The Company Tab is where you enter the company
information that should appear on your InSpired website, as well as
choose which options will be available to your clients online.

IBY_prefs_company.PNG

  1. Enter your company information as you want it to appear on your InSpiredByYou website.
    • Company Email Address – Enter your company email address. This will appear on your InSpiredByYou website.

    • Home Page URL – This will be used to link your clients from their InSpiredByYou gallery back to your home page. 

    • Company Logo – Use the browse button to add a
      logo to your InSpiredByYou page. It will appear in the upper-left
      corner. This logo should be either a JPEG, TIFF, or GIF file and should
      be 240 pixels wide by 120 pixels high.

    • Marketing Image – This image will also appear on your InSpiredByYou page. The image dimension should be 330 pixels wide by 230 pixels high.

      iby_home.jpg

  2. Next, choose which options you want to enable or disable on your online client galleries. Note: These options apply to all client galleries.

    • Online Yearbook Selection – Choose the method you want to use for online yearbook selections from the following options:

      • Do not offer yearbook selections online – Use this option if you do not need to have your clients select their yearbook pose.

      • Offer yearbook selections for organization-based session types – Use this option if you want a yearbook option to appear for every image in any session that has an organization session type.

      • Offer yearbook selections for images containing “Yearbook” in the metadata – Use this option if you want to limit the images your client can choose
        as their yearbook pose to approved yearbook images only. Then use the Metadata Keyword feature on the Digital Workflow to assign “Yearbook” as a keyword for those images that are yearbook approved.

    • Do not sell products online – Check this
      option if you want to use InSpiredByYou for online preview only. If you
      check this box, your clients will not see options to “View
      Cart/Checkout” or “Click Here to Start Ordering Products.”

    • Allow composites to be uploaded and ordered – Check this options if you want to be able to upload composite image previews to InSpiredByYou. Note: If you upload composites to
      InSpiredByYou, your clients will be able to order any product for that
      image, just like a non-composite image. Keep in mind that a composite is
      a fixed size and may not “fit” properly within the size of some of your
      products.

    • Hide Black & White and Sepia options –
      Check this option if you do not want your clients to be able to view and
      order using the “Black & White”or “Sepia” options online.

    • Upload Selected/Unselected Images as Favorites/Hidden
      – Choose this option to use the “Selected/Unselected” status from Spectra to mark the images on the client’s InSpiredByYou gallery.

    • Do not allow clients to share images on social networking sites – Use this option to disable the social network sharing feature on your InSpiredByYou site.

    • Require PIN – Select this option to require the client to enter a PIN number when e-signing a session contract.

  3. Adjust default username and password if desired.

Images Tab #

Use this tab to select your Watermark Options. The watermark will be added to the low-res jpgs as they are uploaded to your InSpiredByYou site.

images_tab.jpg

  • Do not watermark images – Show the images online without any watermark. This is the default setting.

  • Use text – Include up to two lines of text that will be centered across the images.

  • Use a graphic – Use a JPEG, GIF, or PNG file. Click Graphic File to choose the location of the desired graphic.

  • Opacity – Choose how transparent the watermark
    text or graphic should be on the uploaded image. The larger the number,
    the darker the text or graphic will be. Note: If you use a JPEG or PNG that does not have any transparent areas, the opacity setting will affect the entire graphic.

  • Disable image crop

Orders Tab  #

The settings on the Orders Tab are required if you plan to use InSpiredByYou for online ordering.

iby_prefs_orders.PNG

  1. Choose the following Invoice Defaults for downloaded web orders. See also: Invoice Statuses  

    • Default Invoice Status – Choose an invoice
      status that should be assigned to all newly downloaded web orders. We
      recommend using a status like “Web Order Downloaded” to keep track of
      recent web orders.

    • Default Payment Method – You can also choose a default payment method for your online orders.

  2. In the Payment Processing section, choose how you want to process online credit card orders.

    • Process Credit Cards Online – Choose this option if you want to process your client’s credit card during
      the InSpiredByYou check out process. You must have a Merchant Warehouse
      account in order to choose this option. Sign up for an account here: http://www.studioplussoftware.com/help/credit_cards.aspx.
      Once your account has been set up with Merchant Warehouse, you will
      receive an email containing your credentials. Enter your credentials on this tab. See also:  Credit Card Processing

    • Process Credit Cards after Order Download –
      Choose this if you do not want to run credit cards on InSpiredByYou. In
      this case, a pending payment will be downloaded into Spectra along with the invoice. You will need to open the payment, contact the client for their payment information, and process the payment manually.

  3. Use the quick link in the Other Maintenance section to set up the following e-commerce settings:

    • Promotions – InSpiredByYou promotion codes can be used by your clients when shopping
      on InSpiredByYou. You can choose to provide discounted or free products. See also: Offering an Online Promotion

    • Price List – For each Spectra session you upload to InSpiredByYou, you can choose a
      specific online price list. You may want to have different online price
      lists for different clients or session types. You may use an existing
      price list, but it is our recommendation that you create a new,
      simplified price list for online use. For more detailed instructions for setting up your web price list, refer to Selling Products Online.

    • Payment Methods – For each credit card payment method you want to accept online, check the Web Enabled checkbox. Note that only credit cards can be accepted online – not cash, check, or gift certificates at this time.

    • Session Types – For any session type you would like to use on InSpiredByYou, select the Default Web price list and set a Default Duration online.

#

Sales Tax Tab  #

The following sales tax settings are required for online ordering.

IBY_Prefs_tax.PNG

  1. Verify the Sales Tax Method is the same as it is for your in-studio orders.

    • Optional – If you use Avalara® AvaTax Calc™ to calculate
      sales tax on your online orders, you can integrate this service with
      InSpiredByYou by selecting Automatic under the AvaTax Service Method.
      To use this method, you must also enter an AvaTax code on each item in
      your InSpiredByYou price list. The AvaTax code is entered on the InSpiredByYou tab of each price list item. Note: AvaTax Calc is a third-party tax calculator. You must have an account established with Avalara to use AvaTax with InSpiredByYou.
  2. Select the Default In-State Tax for orders being shipped to the same state as your studio. See also: Sales Tax Settings

  3. Select the Default Out-Of-State Tax for those orders being shipped out of state.

  4. Enter a Default Tax Label. This is how sales tax will be described on the client’s order confirmation.

Shipping Tab #

shipping_tab.jpg

Choose the default shipping method available to clients. Click Shipping Methods on this tab to set up your shipping options, or go to Maintenance > InSpiredByYou > Shipping Methods.

shipping_methods.jpg

Tasks Tab #

tasks_tab.jpg

Finally, use the settings on the Task tab to have
Spectra automatically create tasks to go along with certain types of
InSpiredByYou downloads such as albums, contracts, and orders. Use the tasks that
are automatically created to keep your workflow on track. See also: Using InSpired for Contracts and Tracking Online Orders

Step 4 – Synchronize Spectra and InSpiredByYou #

Once you have set up your InSpiredByYou Preferences in Spectra, or if
you update them at any point, you need to synchronize the settings with
your InSpiredByYou website. Follow these steps to sync your settings:

  1. In Spectra, go to Tools > InSpiredByYou Synchronizer.
  2. Any InSpiredByYou settings that have been changed in Spectra since the last time you synced will automatically be selected when you
    open the synchronizer.

  3. Check any items you want to synchronize and uncheck any items that you don’t want to sync at this time.

  4. Click Start Sync.

  5. If you encounter any problems, click View Logs to see the errors and contact StudioPlus tech support.

#

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Syncing Spectra and InSpiredInSpired How To’s

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Table of Contents
  • Step 1 - Sign up for InSpiredByYou
  • Step 2 - Enter InSpired Password in Studio Preferences
  • Step 2 - Activate InSpiredByYou
  • Step 3 - Choose Your InSpiredByYou Preferences
    • Company Tab
    • Images Tab
    • Orders Tab 
    • Sales Tax Tab 
    • Shipping Tab
    • Tasks Tab
  • Step 4 - Synchronize Spectra and InSpiredByYou
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