Client How-To's - StudioPlus Software

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Overview
Getting Started Checklist
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Best Practices & FAQs
- FAQ: Fixes for common messages

InspiredByYou.com

Features
Transitioning to InspiredByYou 2
Selling Products Online
Overview
Additional Set-up
Using InSpiredByYou – Albums
Using InSpiredByYou – Videos
Using InSpiredByYou – Orders
Using InSpiredByYou – Session Basics
Video Tour for InspiredByYou.com
Quick Start: Sharing Online Images
Quick Start: Ordering from an Online Session
Quick Start: Viewing Online Images
Quick Start: Viewing an Online Album
InspiredByYou.com Product Overview
Setting Up IBY
FAQs

Accounting

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

Price List

Price List Overview
About Item Types
Creating a Package
Importing a Price List
Inventory
Price List Ribbons
Creating a Coupon or Promotion
Unit Pricing
Price List Reference
Setting up a Price List
Advanced Pricing
Price List View Options
Importing a Price List into Stratus
Setting up your Stratus Price List
Price List Maintenance

Online Booking

Creating and Managing Online Time Slots
Time Slots SR2
Online Booking for Organizations
Getting Started with Online Booking
Online Booking Set up – Session and Appointment Types
Online Booking Set up – Additional Features
Online Booking Overview
Online Booking Set Up
FAQs – Online Booking
Online Booking Set up – Time Slots
Online Booking Promotions
Stratus Online Booking

Invoicing & Payments

Invoice Reference
Invoices Hub
Invoicing Overview
Features of the Invoice Line Item Detail Screen
Invoice Ribbon
Invoice Wizard
Invoicing Setup
Invoice and Sales Reports
Creating Invoices and Payments
Invoicing Setup 2 – Advanced Pricing
Invoicing Setup 3 – Invoice Options
Invoice Maintenance
Invoice How-To's
Payments & Refunds
Credit Card Processing
- Global Payments (TSYS)
- StudioPlus Payments

Preferences & Security

Printing Preferences
Referral Program Preferences
Report Maintenance
User Preferences
Custom Labels and Lists
Production Maintenance
General (Studio) Maintenance
Web Forms Preferences
Communication Maintenance
Zip Codes
Preferences Overview
Maintenance Menu Overview
Firewall Preferences
Digital Maintenance
Task Maintenance
Invoice Maintenance
Web Form Maintenance
Database Utility Settings
Client Maintenance
Appointment Maintenance
Session Maintenance
Price List Maintenance
Online Booking Preferences
The Database Utility
Data Management
Workstation Preferences
Users & Security
Company Preferences

Add-Ons & Integrations

Stratus API and Zapier Integration
How to flag many clients SMS texts boxes
Stratus Maps
FAQ: How to export SendGrid HTML Emails and use them in Stratus
StudioPlus Mail TOU
Perfectly Clear Plug-in
SMS Text Messaging with Stratus
StudioPlus Mail – Delivery Statuses
Tracking Unsubscribes, Bounced Emails, and Spam Emails using StudioPlus Mail
SMS Text Messaging
StudioPlus Mail
Mobile App
Google Syncing

Spectra (Legacy)

Global Payments Credit Card Processing (Canada)
Company Preferences – eWAY Credit Cards (AU NZ)
Database Backup Best Practices
Tips for Managing InSpiredByYou
Navigating Spectra Video
eWAY Credit Card Processing (AU NZ)
Setting up Spectra with the Preferences Wizard_New
FAQ – Finding InSpired Orders in Spectra
Stage 5 – Uploading Images to Web
Getting Started with DataSafe
Setting up InSpiredByYou
InSpired Preferences
Gmail Contacts – DISCONTINUED BY GOOGLE
Features of Letter Records
Company Preferences – Global Payments Credit Cards (UK, EU, Canada)
Optimizing Spectra
Task Status Triggers
Production Status Triggers
Basic Spectra Installation
Internet Update Utility – Spectra 2014 or older
Client Status Triggers
Preproduction Status Triggers
The Control Center
Contracts – SPECTRA only – IBY 1.0
Invoice Status Triggers
Troubleshooting DataSafe Setup
Task Type Triggers
Client Album Statuses
Unsupported: Genius Mini Terminal (US)
Appointment Triggers
Session Type Triggers
Maintaining your Spectra Database
CD and DVD Burning from Spectra
Spectra Database Utility
eWay Credit Card Process, New
FAQ – Upgrading to Spectra SQL
Launching Spectra and Logging In
Session Status Triggers
Walk-Through
Spectra Features
Installing Spectra on a Network
What are Triggers?
Synchronizing InSpiredByYou
Using InSpiredByYou

Reports & Dashboard

Saved Reports and Report Subscriptions
Sales Tax Report
Time Sheet
Inventory Quantity On-Hand
Client Referral Report
Loyalty Rewards Outstanding
Loyalty Rewards Activity
Custom Reports
Gift Certificates Outstanding
Dashboard Reports
Print Group of Invoices Report
Employee Commissions Report
Order Status Report
Reports
Client Reports
Account Receivable Aging Report
Gift Certificate Activity
Customer Deposit Reconciliation Report
Analysis Reports
Organization Reports
Lists & Labels
Dashboard

Tasks

Task Types
Assigning a Task
Task Statuses
Linking a Task
Tasks Hub
Finding a Task
Tasks Overview
Managing Tasks
Creating a Task
Features of the Task Record

Training Videos

Calendar & Scheduling

Calendar Overview
Help! Should I create an appointment or session?
Scheduling Overview
Using the Stratus Scheduling Wizard
Using the Scheduling Wizard
- Scheduling Wizard
- Scheduling a Session with the Scheduling Wizard
Calendar How-To's
Customizing the Calendar

Clients

Clients Hub
Client Wizard
Barcoding
Client Reference
Client Ribbon
Clients Overview
Clients
Importing Clients into Stratus
Advanced Clients
Web Forms – Updating Client Profiles Online (GDPR)
Adding and Removing Clients from a Group
Customizing Clients
- Hiding Client Tabs
- Start with Client’s First/Last Name
Client Maintenance
Client How-To's

Communication

Form Letter Builder
Managing Scheduled Communication Jobs
Communication Overview
Communication Wizard
HTML Email Builder
FAQ – HTML Emails vs. Email Form Letters
FAQ – Header / Footers Printing on HTML Letters
Messages Hub
Emailing with Stratus
Setting up Email in Stratus
Creating HTML Emails
Communication Maintenance
Email
Phone Calls

Sessions

Session Wizard
Sessions Hub
Sessions
Session Ribbon
Session Reference
Session Maintenance
Session How-To's

Advanced Tools

Payment Plans
Control Center Logs
Wizard Builder
Loyalty Rewards
- What is a Loyalty Reward?
- Implementing a Loyalty Program
Triggers
Filters
Client Referral Programs

Appointments

Appointments Hub
Creating a Linked Appointment
Creating an Unlinked Appointment
Outside Locations
Appointments
Appointment Types
Features of Appointment Records
Managing Appointments
Appointment Statuses

Digital Workflow & Production

Digital Workflow Reference Guide
Image Sizes
Digital Template Builder Overview
Digital Workflow Overview
Image Colorizations
Workflow Hub
Advanced Workflow: Seniors
Composites
Retouch, Produce, Archive and Delete
Sales Presentation 2 – Presenting Images
Sales Presentation 1 – Setup
Production
StudioPlus Finale
Workflow How-To's
Integrations & Editing
Printing

Web Forms

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

Home
Help Docs
Clients
Client How-To's

Client How-To's

34 Docs

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

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