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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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Digital Workflow Overview

Spectra and Stratus Desktop are both great business management tools. But did you know they can also manage the digital/imaging side of your business? Over the years we’ve added many powerful features that can streamline your job, saving you time and money. We’ve also added key integrations with some of the industry’s most commonly used software tools, such as Photoshop, Lightroom, Perfectly Clear, and ProSelect.

The Workflow hub in Spectra/Stratus organizes your sessions by stage and includes many great tools for managing, presenting, and even editing your images. Let’s take a look!

Key Points #

  • Statuses (session and production) control the workflow.

  • Workflow can be customized to fit your studio! Just because a tool is listed in a certain stage (below) doesn’t mean you can’t use it at a different point in your process.

  • Workflow Hub – Workflow Hub

  • Workflow Ribbon – Workflow Ribbon

  • Session Image Folders – The software automatically creates and maintains five image folders for each one of your sessions — Raw, Hi-Res, Previews, Retouched, and Rendered. Basically, the software provides a clearly organized structure for your image files.

The Workflow Stages #

We realize that every photographer approaches their digital workflow differently. That’s why we’ve packed the software with tools and designed the workflow in a way that lets you pick and choose what works for you! Here’s
an overview of how the software’s workflow stages and tools can streamline your digital workflow:

A session typically enters the “Capture Images” stage right after the photo shoot. Tasks at this stage include importing your images and creating preview files to be used in Spectra/Stratus. You can import images from a camera card or folder or acquire the images using your own camera software. There are also specialized tools in the Professional and Enterprise editions for tethered capture and importing images for many individuals at once. 

  • Import from card or folder – Use the software’s Import Images tool to copy images to a session, rename files, create previews, archive, and add metadata…all in one easy step! See also: Capturing Images
  • Import with camera software – Use your camera’s software to copy images to a session. Set up the integration and Spectra/Stratus will facilitate the process. See Capturing Images for instructions (scroll to bottom).
  • Group Capture  – Rapidly associate images with one or more sessions during a shoot (tethered) and then automatically process the images by creating previews and adding metadata. Designed primarily for school, dance, or other events where you’re shooting large numbers of people. See also: Group Capture
  • Bulk Image Importer  – Import images from a single source, such as a camera card, that contains images from multiple sessions and quickly associate the images with the correct session. See also: Bulk Image Importer



The “Present Images” stage typically involves making pre-sales edits and then holding the actual presentation and ordering session.

Pre-Sales Edits #

  • Lightroom integration (optional) – Open session images in Lightroom (from Spectra/Stratus) for pre-touch and organization. Then export the hi-res JPGs, ratings, and tags back to Spectra/Stratus and recreate previews. See also: Lightroom Integration
  • Use the Workflow hub to: 
    • Group, rate, and delete – Sort the images into groups, apply ratings, and permanently delete image files.
    • Personalize the slideshow – Rearrange the order, create a title slide, and add music.
    • Crop and colorize – Crop and/or colorize preview images for presentation purposes. See also: Cropping Images and Image Colorizations
    • Make image adjustments – Make non-destructive adjustments to the previews, including levels, exposure, brightness, contrast, and more. You can even create your own presets. See also: Adjusting Images in Spectra and Stratus
    • Correct images with Perfectly Clear – Use the optional Perfectly Clear plug-in to automatically correct images using presets or individual adjustments. See also: Perfectly Clear Plug-In
    • Prepare green-screen images – See also: Chroma Key
    • Prepare composites  – Use your existing composite templates to create one or more digital composites to include in the sales presentation.  See also: Creating Composite Templates and Using Composite Templates
    • Sync with Stratus Drive  – Syncing Images to Stratus Drive

Presentation & Sales #

At some point you’ll present the images and record sales for your sessions. This may include in-person sales presentations, online viewing/ordering, digital or print proofs, and more.

  • Proofing – Apply a watermark and upload low-res images to the web or print paper proofs. See also: Render Profiles, Electronic Delivery, Managing Preproduction Orders
  • Present images with Spectra/Stratus – The built-in sales presentation module is designed to give you a clean, uncluttered way of presenting images to your clients for ordering. See also: Sales Presentation
    • Show slideshow and/or Animoto video – Use the built-in slideshow or a third-party option. You can also save an Animoto video with the session and play it during the sales presentation.
    • Project actual sizes – With just a bit of setup, you can project actual sizes to help clients make ordering decisions. See also: Image Sizes
    • Compare side-by-side – Help the client choose by comparing up to six images at a time.
    • Rank and group – Easily rank images (yes/no/maybe) and group them.
  • Create order and accept payment – Build the client’s order right in the sales presentation module. Drag and drop poses to items on the order, make cropping adjustments, and add notes for the retoucher. Another option is to create an invoice from the session without entering the sales presentation.
  • Print invoice and image detail – Set up your invoices to include copyright information and special terms. Along with the invoice, print an image detail sheet that includes pose thumbnails for each product ordered, along with any special notes you’ve added. See also: Printing or Emailing an Invoice, Printing an Image Detail Sheet, Invoice Terms
  • ProSelect integration  (optional) – Use Proselect to present images and create the client’s order and then import the order into Spectra/Stratus. Use the production tools in Spectra/Stratus to manage order production and delivery. See also: ProSelect Integration
 
After a client has ordered, images may need retouch or additional editing before they are ready to print or send to the lab..

  • Retouch with Photoshop – Retouching Images, FAQ – Linking with Photoshop, and Setting up Digital Workflow
  • InSpiredByYou (online sales) – Use the software to upload images to the web so your clients can view and order online. Note: InSpiredByYou is a subscription service that is included with Stratus Standard, Professional and Enterprise and available as an add-on for all editions of Spectra. See also: InSpiredByYou
  • Electronic delivery – Easily zip and upload files for your clients to download. Use this feature to deliver hi-res versions of one or more images, provide your clients with a low-res, watermarked image for Facebook, and more. Note: This feature uses your Stratus Drive online storage and does not require InSpiredByYou. See also: Electronic Delivery



Producing images is the process of creating final images (rendering) and then producing them. Production may involve in-house printing, sending files to your lab, delivering digital files to the client electronically, or a combination of all of these.

  • Production orders  – Production orders help you manage the fulfillment of client orders. For each client order, you may create one or more production orders, depending on how many vendors are needed to complete the order. Vendors could include an on-site production department, your lab(s), a frame supplier, and more. See also: Production Overview
  • Render images  – Rendering is the process where Spectra/Stratus rebuilds final images from the changes you’ve made in the software and according to the specific instructions in the render profile. Render profiles can include instructions for DPI, size, watermark, where the final images should be saved, and more. See also: Render Profiles, Rendering Images
  • Send to lab – Send images to your lab(s) directly via FTP or produce a CD/DVD to send. Either method can include an optional order summary file (PDF or XML). See also: Sending Images to a Lab
  • Print in house  – Direct printing is a brand new feature in the 2016 version of the software! Use the printing tools to create a robust printing workflow that matches your needs. Printing Workflow Overview
  • Finale  – StudioPlus Finale is a render/print server that can be set up to handle all the jobs for a studio. See StudioPlus Finale Overview for more information!
Managing your image files isn’t done when an order is delivered! It’s important to have a system in place to archive and delete images from your drive(s). We’ve included tools to streamline that process for you.

  • Archive images – Archive session images to another location on your network or to a CD/DVD. A summary file with session details is included with the images. See also: Archiving Images
  • Delete images – Free up disk space by deleting all the hi-res images for a session. You can keep the smaller preview files so you can continue to view them in the software. See also: Deleting Images

Workflow Example #1: Single Studio with Lab #

  1. Schedule a session and set the session status to “Session Pending.”

  2. Shoot the photo session. Spectra/Stratus will automatically create image folders for the session.

  3. Advance the session status to “Capture Images Pending.”

  4. Select the session on Workflow hub and click Import Images. Put originals in the raw and/or hi-res session folder(s) and create previews. Archive the originals to a folder or CD for safekeeping. 

  5. Advance session status to “Edits Pending.”

  6. Open the images in Lightroom for organization and pretouch. Select the session on the Workflow hub and click the Lightroom icon next to the folder that contains your original images. When finished, export hi-res JPEG images back out of Lightroom and Spectra/Stratus will create new previews.

  7. Select the session on the Workflow hub and use the tools on the ribbon to prepare the images. Crop, make adjustments, sort into groups, and create digital composites. Tip! Create a “sneak peek” group for a one or two images you want to upload to your blog or online gallery.

  8. Create a pre-production order to render low-res, watermarked versions of the “sneak peek” images and then upload them. You could also deliver them to the client electronically for their Facebook page.

  9. Advance the session status to “Presentation Pending.”

  10. Open the Sales Presentation module for the ordering session. Start with the slideshow and then compare, group, and rank images with the client.

  11. Record the client’s order, including special notes for retouch, and take their payment.

  12. Print an invoice and image detail sheet (with thumbnails) for the client. Tip: Include copyright information and other terms on the invoice and have them sign a copy for you.

  13. Advance the session status to “Retouch Pending.”

  14. Convert the invoice into one or more production orders for internal retouch, frame orders, lab orders, electronic delivery, etc. 

  15. Retouch ordered images. Select the session on the Workflow hub and click Retouch. Or, open and maximize the invoice (or production order) and use the tools on the Editing tab of the ribbon to retouch, crop, modify a composite, etc.

  16. Advance session status to “Upload Pending.”

  17. Upload images to InSpiredByYou for online ordering and notify the client their session is available for viewing/ordering.

  18. Advance session status to “Production Pending.”

  19. Render images for the lab. 

  20. Create a lab CD/DVD or FTP image files directly to your lab. 

  21. Order additional products needed to fulfill the client’s order (i.e., frames, etc.)

  22. Advance session status to “Delivery Pending.”

  23. Use the Production hub to track the status of each production order.

  24. Notify the client when their order is ready.

  25. After delivery, advance session status to “Archive Pending.”

  26. Use the software to create an archive CD/DVD.

  27. Advance session status to “Delete Images Pending.”

  28. Delete image files to free up disk space.

  29. Advance session status to “Session Closed.”

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Workflow RibbonDigital Workflow Reference Guide

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Table of Contents
  • Key Points
  • The Workflow Stages
    • Pre-Sales Edits
    • Presentation & Sales
  • Workflow Example #1: Single Studio with Lab
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