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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 InspiredByYou_New

#

Set Up an InSpiredByYou Account
#

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 that you can use from your website.

Set Up InSpiredByYou Preferences in Spectra #

There is a set of preferences related to InSpiredByYou that must be set up in Spectra. They are found in Maintenance > Preferences > InSpiredByYou.com Preferences. This is where you will activate InSpiredByYou, determine what your InSpired site looks like, select watermarking options, choose how you want to process online payments, and more. In addition, your InSpired credentials must also be entered in your Studio Preferences.

Enter InSpired Password in Studio Preferences #

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

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

 account_password.PNG

Activate InSpiredByYou #

  • Go to Maintenance > Preferences > InSpiredByYou.com Preferences.

  • To activate InSpiredByYou in Spectra, check Activate InSpiredByYou.com on the InSpiredByYou.com Preferences page.

activate.jpg

General Tab #

general_tab.jpg

  • Enter your studio’s InSpiredByYou Client Username and Password on the General tab. These were provided to you by StudioPlus when you established your InSpired account.

Company Tab #

IBY_prefs_company.PNG

  • Enter your Company Email Address. This will appear on your InSpiredByYou.com website.

  • Enter your studio’s Home Page URL. This will be used to link your clients from their InSpiredByYou.com page back to your home page.

  • Select a Company Logo. This logo will appear on your InSpiredByYou page in the upper-left corner. This logo should be either a JPEG, TIFFS, or GIF file and should be 240 pixels wide by 120 pixels high.

  • Select a Marketing Image. This image will also appear on you InSpiredByYou page. The images dimension should be 330 pixels wide by 230 pixels high.

    iby_home.jpg

  • Select an option for Online Yearbook Selection:

    • 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’ 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.

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

  • Select Allow composites to be uploaded and ordered online 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.

  • Select Hide Black and White and Sepia options if you do not want your clients to be able to view and order using the Black & White or Sepia options online.

  • Choose Upload Selected/Unselected Images as Favorites/Hidden to use the selected/unselected status from Spectra on InSpiredByYou.

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

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

Images Tab #

images_tab.jpg

Select your Watermark Options. The watermark will be added to the low-res jpg as they are uploaded to your InSpiredByYou site.

  • Do not watermark images – Show the images online without any watermark.

  • 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 is on the uploaded image. The larger the number, the darker the text or graphic will be. Note that if you use a JPEG or PNG that does not have any transparent areas, the opacity setting will affect the whole graphic.

Orders Tab #

iby_prefs_orders.PNG

Invoice Defaults #

Select the Default Invoice Status for downloaded web orders. We recommend using the invoice status field to keep track of orders that have recently been downloaded. If you have not used the invoice status before, follow these steps to begin:

  1. Go to Maintenance > Preferences > Studio Preferences > Invoicing. Check the box to Display Invoice Status on Invoice Screen.

  2. Go to Maintenance > Invoice > Invoice Statuses. Set up at least four invoice statuses:

    • In-Studio Order – Make this the initial status and then in-studio orders will default to this status.

    • Web Order Placed – This will be the default status for downloaded web orders.

    • Web Order Processed – This will be the status you will change the invoice to once you have opened the order and verified it.

    • Order Completed – This will be the final status you set all invoices to once they are completed.

You can also choose a Default Payment Method for your online orders.

Payment Processing #

These settings allow you to choose how you will process credit cards online.

  • Process credit cards online – Choose this setting to run your client’s credit card real-time during the InSpiredByYou check out process. You must have a Merchant Warehouse (U.S. only) or eWAY (Australia, New Zealand, and the United Kingdom) account in order to choose this option. Sign up for an account here: http://www.studioplussoftware.com/help/credit_cards.aspx. Then click Payment Processing Providers to enter your Merchant Warehouse or eWAY settings.

  • Process credit cards after order download – Choose this if you do not want to run credit cards on InSpiredByYou. You will need to contact the client to receive payment information to process through your normal processor.

Client Update #

During the online checkout process, clients will have the opportunity to modify their contact information. Make one of the following choices to instruct Spectra what to do with any changes made online.

  • Client – Check this option to have Spectra update the client information in your database with the changes the client makes online.

  • Invoice Notes – Choose this option to have the online information stamped into the invoice notes. With this option, no updates will be made to the client information in your database.

Promotion Maintenance #

InSpiredByYou promotion codes can be used by your clients when shopping on InSpiredByYou. You can choose to provide discounted or free products. Follow these steps to set up your InSpired promotion codes:

Go to the Order tab and click Promotion Maintenance. To create a new promotion code, click New on the ribbon.

promo_code_maintenance2.PNG

  • Enter the Promo Code. This will be the code that your clients can enter on InSpiredByYou.

  • Enter the Description. This will appear on your client’s order confirmation.

  • Select the Type – either Dollar Amount Off, Percentage Off, or Free Product.

  • Check Is Active if this promo code should be active online.

  • Select the Start Date and End Date that this promo code will be active.

  • The Threshold is the minimum order that has to be placed before the promotion code can be used.

  • Uses Per Session allows you to set how many times this promo code can be used on a session. Enter “0” if it is unlimited.

  • Enter either the percentage or dollar Amount or select the Free Product from your price list.

  • Click OK to finish.

  • Enter as many promo codes as you want. The promo codes will synchronize with InSpiredByYou.com the next time you synchronize your settings.

InSpired 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.

In Spectra, go to the Maintenance > Price List > Price Lists.

  • Create a new price list OR copy a price list and its items and then modify it for web use. Note: Keep your online pricing, options, and packages a simple as possible. Remember that when your clients are ordering online, they won’t have a sales rep there to answer their questions and to make sure they enter everything correctly.

  • When you create or modify a price list for online use, be sure to check the Web Enabled checkbox. Only web-enabled price lists can be uploaded to InSpiredByYou.

  • When setting up packages you have the option to set up pose limits by using the Min/Max # of Images Allowed options. You also have the ability to add an Additional Pose Fee. For the additional pose fee, first create a price list item with the fee amount, and then select it as the Additional Pose Fee from the drop-down list. This fee will automatically be added to the price of the package if the client selects more than the allowed number of images.

    PL_package.PNG

  • You can also choose to hide items from your online price list, such as the additional pose fee, that are only available as part of a package and cannot be purchased a la carte. Choose the Hide This Item option for each item you would like to hide.

  • On the InSpiredByYou.com tab, you have the option to enter a detailed description as well as select an image for that item. For example, for a package you might want to list what’s included in the package and then also upload an image that helps your clients visualize how many portraits of each size are included. This information will be shown online when your clients are choosing items to add to their cart.

    PL_iby.PNGPrice List Item Maintenance – InSpired Tab

Payment Methods Maintenance #

  • In Spectra, go to Maintenance > Invoice > 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 Maintenance #

  • In Spectra, go to Maintenance > Session > 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 #

IBY_Prefs_tax.PNG

  • Verify that the Sales Tax Method is set up the same way it is for your in-studio orders.  

WHO KNEW?

The Line Item Level tax method is not supported in InSpired.

  • 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 in Price List Items maintenance. Note: AvaTax Calc is a third-party tax calculator. You must have an account established with Avalara to use AvaTax with InSpiredByYou.

  • Select the Default In-State Tax for orders being shipped to the same state as your studio.

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

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

Shipping Tab #

shipping_tab.jpg

  • Click Shipping Methods to set up your shipping methods.

    shipping_methods.jpg

  • On the Shipping Methods window, set up different shipping methods and costs that your clients can choose for their online orders. Close the Shipping Methods window when finished.

  • Back on the Shipping tab, select the Default Shipping Method.

Tasks Tab #

Use the settings on the Task tab to have Spectra auto-create tasks to go along with certain types of InSpiredByYou downloads. Use the tasks that are automatically created to keep your workflow on track. For example, use Spectra to automatically create a pending task for the album designer when a client submits comments for their online album. Go to Maintenance > Task to set up Task Types and Task Statuses.

tasks_tab.jpg

Linking Your Studio Website to InSpiredByYou.com #

Set up a link from your studio website to your InSpiredByYou.com website.

  • Create a button on your website home page called “View Images” or something similar.

  • Link this button to your InSpired website using the link provided to you by StudioPlus.

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Table of Contents
  • Set Up an InSpiredByYou Account
  • Set Up InSpiredByYou Preferences in Spectra
    • Enter InSpired Password in Studio Preferences
    • Activate InSpiredByYou
    • General Tab
    • Company Tab
    • Images Tab
    • Orders Tab
      • Invoice Defaults
      • Payment Processing
      • Client Update
      • Promotion Maintenance
      • InSpired Price List
      • Payment Methods Maintenance
      • Session Types Maintenance
    • Sales Tax Tab
    • Shipping Tab
    • Tasks Tab
  • Linking Your Studio Website to InSpiredByYou.com
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