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- Implementing a Loyalty Program

Clients

Clients Hub
Client Wizard
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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
Client How-To's
Client Maintenance
Customizing Clients

Sessions

Session Wizard
Sessions Hub
Sessions
Session Ribbon
Session Reference
Advanced Workflow: Seniors
Quick Start: Ordering from an Online Session
Session How-To's
Session Maintenance

Appointments

Appointments Hub
Outside Locations
Appointments
Appointment Types
Features of Appointment Records
Managing Appointments
Appointment Statuses

Calendar & Scheduling

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

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

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?

Communication

Form Letter Builder
How to flag many clients SMS texts boxes
Managing Scheduled Communication Jobs
Communication Overview
Communication Wizard
HTML Email Builder
FAQ – HTML Emails vs. Email Form Letters
FAQ: How to export SendGrid HTML Emails and use them in Stratus
FAQ – Header / Footers Printing on HTML Letters
Messages Hub
Emailing with Stratus
SMS Text Messaging with Stratus
Setting up Email in Stratus
StudioPlus Mail – Delivery Statuses
Tracking Unsubscribes, Bounced Emails, and Spam Emails using StudioPlus Mail
Creating HTML Emails
Trigger Examples
Marketing Database Overview
Email
Phone Calls
Communication Maintenance

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 How-To's
Invoice Maintenance
Payments & Refunds

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

Credit Card Processing

Global Payments (TSYS)

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

Digital Workflow

Digital Workflow Reference Guide
Render Profiles 2025
Digital Template Builder Overview
Digital Workflow Overview
Workflow Hub
Composites
Retouch, Produce, Archive and Delete
Sales Presentation 2 – Presenting Images
Sales Presentation 1 – Setup
Workflow How-To's
Production
Printing
Integrations & Editing
StudioPlus Finale

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: Viewing Online Images
Quick Start: Viewing an Online Album
InspiredByYou.com Product Overview
FAQs
Setting Up

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
Dashboard
Analysis Reports
Organization Reports
Lists & Labels

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

Add-Ons & Integrations

Stratus API and Zapier Integration
How to flag many clients SMS texts boxes
Stratus Maps
StudioPlus Mail TOU
Perfectly Clear Plug-in
StudioPlus Mail
SMS Text Messaging
Mobile App
Google Syncing

Training Videos

Using Referral Programs
Sending Email
Web Form Statuses
Introduction to Web Forms
What is a Client Referral Program?
StudioPlus Finale Overview
Form Letter Builder
Creating and Managing Online Time Slots
4. Accessing Web Forms
Triggers
Setting up StudioPlus Mail
User Preferences
Getting Started with SMS Text Messaging
Setting up the Accounting Link – QuickBooks Online
Payment Plans
Legacy Online Payments
Time Slots SR2
Confirmation Emails
Custom Reports
Users and Security
Email Categories
Price List Overview
Sending SMS Texts
Online Booking for Organizations
Stratus Maps
Group Capture
Inventory
Setting up Email
Using the Filter Builder
Genius Handheld Terminal (US)
2. Building Web Forms
Holidays and Special Events
Calendar Overview
ProSelect Integration
Stage 1 – Capturing Images
Bulk Scheduling
Appointments
Barcoding
Scheduling Wizard
Setting up Digital Workflow
FAQ – Using Third-Party Coupons (Groupon)
Advanced Scheduling
Setting up Budgets
Net Promoter Scores (NPS)
Employee Commissions
Electronic Delivery
Client Referral Programs
Time Clock
FAQ – Writing Off Invoices
Printing Video
Creating a Coupon or Promotion
Gift Certificates
Online Booking Overview
Importing Clients
Google Sync Video
Sessions
Exporting Clients
Yearbook Workflow and CDs
Wizard Builder
Dashboard Examples
End of Day Wizard
Genius Countertop Terminal (US)
Importing Invoices
Dashboard Overview
Step 1: New Users Basic Setup
Deleting a Group of Clients
Perfectly Clear Plug-in
Getting Started with the Mobile App
Rendering Images
Bulk Image Importer
Clients
Session Promotions
Setting up User Accounts
Emailing with Stratus
SMS Text Messaging with Stratus
Setting up Email in Stratus
Integrating Stratus with Merchant Warehouse
Importing a Price List into Stratus
Setting up your Stratus Price List
Setting up Google Syncing in Stratus
Using the Stratus Scheduling Wizard
Importing Clients into Stratus
Using the Stratus Mobile App
Stratus Walk-Through
Setting up Stratus with the Preferences Wizard
Navigating Stratus
Advanced Workflow: Seniors
Printer Settings
Advanced Clients
Tools and Settings: Data Archive Utility
File Attachments
StudioPlus Mail – Delivery Statuses
Tracking Unsubscribes, Bounced Emails, and Spam Emails using StudioPlus Mail
Web Forms – Updating Client Profiles Online (GDPR)
Creating HTML Emails
Trigger Examples
Adding and Removing Clients from a Group
Marketing Database Overview
Tracking Production Orders
Creating Production Orders
Setting up Production Orders
Using InSpiredByYou – Albums
Using InSpiredByYou – Videos
Using InSpiredByYou – Orders
Using InSpiredByYou – Session Basics
Composites
Retouch, Produce, Archive and Delete
Sales Presentation 2 – Presenting Images
Sales Presentation 1 – Setup
TSYS (Formerly Cayan) Integration
Invoice and Sales Reports
Creating Invoices and Payments
Invoicing Setup 2 – Advanced Pricing
Invoicing Setup 3 – Invoice Options
Video Tour for InspiredByYou.com
Stratus Online Booking
The Database Utility
Quick Start: Sharing Online Images
Quick Start: Ordering from an Online Session
Quick Start: Viewing Online Images
Quick Start: Viewing an Online Album

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

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Help Docs
Spectra (Legacy)

Spectra (Legacy)

44 Docs

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

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