Clients
Barcoding
Last Updated: July 15, 2026Training video unavailable. The original video for this topic was not carried over when TechSmith retired the old Screencast (Flash) platform. It can be re-added if a source copy is located. NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. Use Spectra/Stratus Desktop to print barcodes for clients,...
Client Ribbon
Last Updated: July 15, 2026When you open a client record, the ribbon appears across the top. There are several tabs which contain tools for working with the client. The tools found on each tab are described below. File Tab Icon Name Description Save Save the current client and leave it open for reference or additional modifications. Save & Close...
Clients Hub
Last Updated: July 15, 2026The Clients hubdisplays your client records. Clients can be sorted by any of the fields shown. Just click the column heading and the clients will sort by that column. Click again and the clients are sorted in reverse order. See Customizing the Hubs for more information on how to change the look of the Clients...
Client Wizard
Last Updated: July 15, 2026If all you need to do is enter a new client, click New Client (or Ctrl+N) from any hub. This launches the Client Wizard to take you step-by-step through entering a new client into your database. Begin the entry of information. After each page, click Next to advance through the Client Wizard. See Client Reference for...
Client Reference
Last Updated: July 15, 2026This reference topic provides a detailed look at each field and information tab available on a client record. For information about the tools on the ribbon, refer to the Client Ribbon topic. Client Header The main client contact information is displayed in the top portion of the client record. This includes the client’s name, address,...
Clients Overview
Last Updated: July 15, 2026Clients are really where everything starts in Spectra and Stratus Desktop! Not only can you track an incredible amount of personal information for each client, but did you know that: (Almost) every appointment and session you book will be linked to a specific client? (Almost) every invoice you create and payment you receive will be...