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NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop.

Spectra and Stratus Desktop are well known for their easy-to-use wizards that help you quickly
and accurately enter data into the program. The Wizard
Builder allows you customize many of these
wizards to fit your studio.

Follow these steps to customize a wizard:

1. Click Tools > Design Tools > Wizard Builder. Open the Wizard
   Type drop-down list at the top of the screen to select the
   wizard you want to modify.

2. Expand Branches – In the Wizard Pages section,
   there may be a plus sign next to some of the pages. Click the plussign to see additional, related
   pages.

3. Wizard Page Properties – For each page in the wizard you can modify the Page
   Header that appears at the top of the page when you’re using
   the wizard. For example, on the appropriate client page you can put
   a note in the header to remind your employees to get an email address.
   Note: You can also require certain
   information to be entered by using the software’s Data Entry Validation
   options found in Maintenance > General (Studio) > Data Entry Validation. See also: Data Entry Validation
   

4. Hide/Show Pages – You can choose to Hide certain
   pages that may not pertain to your studio or Show
   pages that may be hidden by default.

   HERE’S A FLASH FOR YOU!
   
   

   
   If Data
   Entry Validation has been set up for one or more fields
   on a wizard page that has been hidden, the user will not be
   prompted or required to enter that information.

5. Page Control
   Options and Required Pages – There are some pages in each wizard
   that are required and cannot be hidden. However, many those pages
   will have control options that allow you to choose one or more default
   selections. For example, if your studio rarely creates a session fee
   invoice, you can set the default selection on that page to Don’t
   Create an Invoice at this Time.

6. Close the Wizard Builder by clicking
   X in the upper-right corner.