Client Maintenance
Marketing Plans
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. Marketing plans are a great way to inform your clients about promotional events and to keep track of their interests. Use the Communication Wizard to generate phone calls, emails, text messages, or even a mail merge for a specific...
Client Statuses
Last Updated: July 15, 2026Client Status Overview Statuses are a powerful workflow tracking feature through the software, designed to keep things from falling through the cracks by organizing the many areas of your business – clients, communications, sessions, invoices, tasks, production – into custom workflows. Basically, you create a workflow by defining the steps of a process from beginning...
Client Groups
Last Updated: July 15, 2026Setting up Client Groups Before you can assign your clients to groups, you will need to create your client groups in the software. Note: You may have already have several groups set up if you used the Preferences Wizard to get started. The following instructions will show you how to create, modify, and delete client...
Organizations
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Organizations are used to track schools and other types of organizations you work with. For each organization you can maintain information such as address, contact information, yearbook requirements, and deadlines. When setting up a client or senior session,...
Client Status Reasons
Last Updated: July 15, 2026If you use client statuses to track your prospects and clients, you’ve probably discovered there are times when you really want to indicate why a client was put at a certain status. The software provides client status reasons for just those times. You can set up a list of reasons for each status and then...
Phone Number Labels
Last Updated: July 15, 2026When you add phone numbers to a client in your database, you can choose from a list of possible phone number labels for each number (pictured below). That list of phone number labels can be customized by adding more labels or modifying the existing ones. Note: Changing the list of phone number labels will only affect...
Family Member Relationships
Last Updated: July 15, 2026When you add family members to a client in your database, you can choose from a list of possible relationships for each family member (pictured below). That list of relationships can be customized by adding more relationships or modifying the existing ones. Note: Changing the list of family member relationships will only affect those family members...
Zip Codes
Last Updated: July 15, 2026When entering the zip code for a new client, the software will automatically fill in the city and state based on the zip code you enter. If it doesn’t, just enter the city and state and they will be pulled in the next time you enter that zip code. See the Clients chapter for more information....
Lead Sources
Last Updated: July 15, 2026Lead sources help you track where your new clients and prospects are coming from. Did they see your work on Facebook or Pinterest? Did one of your current clients tell their friends about you? Did they pick up a card at one of your business partners? Keeping track of this information provides you with valuable...