Basic Set-up_Old

Here are all the important locations to set up InspiredByYou.com:

InspiredByYou.com is an extremely automated system. Once the initial set up is completed, the system can essentially run itself. As you go through the process, a lot of this automation runs on Statuses (Session Statuses, Invoice Statuses, etc.). In this first step, we’ll list all the places and statuses you should create first to go through the rest of the set-up as efficiently as possible.  You can also choose whether to show most of the statuses on InspiredByYou, and Invoice Statuses may help your clients see where their order is in-process.

• Client Statuses – Found at Maintenance > Client > Client Statuses. Add a new Client Status to be used when a Guest Client wants to purchase images from another Clients Session.  It will be used on the new Client record that is created for that Guest.

• Lead Sources – Found at Maintenance > Client > Lead Sources. Add a new Lead Source to automatically be added to any Guest Client record that is created.  This can provide info on how many new clients have purchased from other clients Sessions,  and how many of those have booked a new session themselves.

• Session Statuses – Found at Maintenance > Session > Session Statuses. Add a new Session Status for when a Session is ready for upload to InspiredByYou, or use one of the existing ones already there, just be sure to check the box “Show Online”, and once a session is in that status it will be ready to show online.

• Invoice Statuses – Found at Maintenance > Invoice > Invoice Statuses.  If you’d like clients to see where their order is in process, add an Online Description to existing Invoices Statuses or add new Invoice Status and add it there.
  If you plan on offering clients Prepaid orders, add a new status to be used on those invoices once they’ve been submitted back by your client.

2. Maintenance > Preferences > Online Portal Preferences

This Preferences Menu holds the basic settings for ALL online features in Stratus: InspiredByYou, Online Booking, Web Forms, and Client Referrals

Features found in this form:

1. The link you’ll give to clients.
2. Client Login Default
3. Company Details to be displayed online
4. LogoBackground Image (IBY main screen): 2000px x 1500px
   
5. Chat Support Set-up (allows Studios to provide chat assistance directly to their clients)
6. Custom Help Pages (They design and upload to us)
7. Customization settings for portal appearance – Should have transferred over from old location in other preferences.

This Preferences Menu holds all specific settings for InspiredByYou for handling images and orders. Info that’s client & portal specific is handled in the Online Portal Preferences.