Client Ribbon

When 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	Save the client and close the client window.
	Save & New	Save the client and open a new, blank record to create another client.
	Delete Client	Delete the open client. Note: This will delete any associated communications, appointments, tasks, or production orders PERMANENTLY. You will NOT be able to delete a client with attached session, invoice, or payment/deposit records. See also: Deleting a Single Client
	Payment Methods	Use this option to manage the client’s payment methods. See also: Client Payment Methods
	Merge Client	The merge feature allows you to merge two clients. See also: Merging Two Clients
	New Client From Family Member	Create a new client based on one of the client’s family members. See also: Creating a Client from a Family Member

Home Tab #

Icon	Name	Description
	Save	Save the current client and leave it open for reference or additional modifications.
	Save & Close	Save the client and close the client window.
	Save & New	Save the client and open a new, blank record to create another client.
	Delete Client	Delete the open client. Note: This will delete any associated communications, appointments, sessions, invoices, tasks, or production orders PERMANENTLY. See also: Deleting a Single Client
	Client Image	The first image imported into the client’s first session will be saved as the main client image. Click Client Image to change the image or select a new one.
	Print Profile	Print a summary of the client information. See also: Printing a Client Profile
	Preview Profile	Preview the profile before printing.
	Export Profile	Export the client profile as an Adobe PDF. You can also choose other electronic formats like text, rich text, Excel file, or even HTML.
	Mailing Label	Print a mailing label showing the client’s name and address, along with other information as defined in Printing Preferences. See also: Printing Preferences
	Account Label	Print a file label with the client’s name, address, phone number, and client number, along with other information as defined in Printing Preferences. See also: Printing Preferences
	Custom Report	If you have imported a custom report that can be used from a client record (e.g., Dymo barcode labels or statements), you can print, preview, or export it to PDF.
	Online Payment Email	Stratus Only – Automatically email client a link to access their invoices and payment information online. See also: Online Payments
	Paste	Paste information that you copied or cut from another location or program into a single field.
	Cut	Cut from a single field.
	Copy	Copy from a single field.
	Special Copy	Copy the text (in label format) that would print onto a mailing label or account label to paste into another field or program.
	Appointment	Create a linked appointment for this client. See also: Creating a Linked Appointment
	Session	Create a new session for this client. See also: Scheduling a Session
	Client Invoice	Create a new client-based invoice for this client. See also: Creating a Client Invoice
	Client Estimate	Create a new client-based estimate for this client. See also: Creating an Estimate
	Customer Deposit	If a client makes a payment but you don’t want to create an invoice yet, enter the payment as a customer deposit and then later apply it to an invoice. See also: Customer Deposits
	Task	Create a new task related to the client.

Communication Tab #

Icon	Name	Description
	New Call	Create a new call record will be created with a due date of today and no completed date. You can use the call today or move the due date to a date in the future. See also: Phone Calls
	Completed Call	Create a call record that is both due and completed today.
	Dial Phone	If you have a TAPI-compliant phone system connected to this computer, use this option to have the software automatically dial any of the client’s phone numbers.
	New SMS Text	Click the SMS icon to create a new blank text message or use the down arrow to choose a predefined form letter or custom report. By default, the new text message will contain the first phone number on the client record that is marked for SMS. See also: Sending SMS Texts
	New Email	Click the envelope to create a new blank email or use the down arrow to choose a predefined form letter, email template, or custom report. An email address must be entered for the client and outgoing email must be set up on the computer you are working on. See also: Sending Email, Form Letter Builder, and HTML Email Builder
	Completed Email	Create a blank email that can be used to record details from a client email you received or sent outside of the software, attaching the information to the client record for future reference.
	Print Letter	Select and print a pre-created form letter. See also: Form Letter Builder
	Preview Letter	Preview a form letter to view/modify the text before you print it. See also: Form Letter Builder
	Export Letter	Export the letter as an Adobe PDF. You can also choose other electronic formats like text, rich text, Excel file, or even HTML formats.
	Mailing Label	Print a mailing label showing the client’s name, address, and other information as defined in Printing Preferences. See also: Printing Preferences
	Account Label	Print a file label with the client’s name, address, phone number, client number, and other information as defined in Printing Preferences. See also: Printing Preferences
	Special Copy	Copy the text (in label format) that would print onto a mailing label, client label, or account label to paste into another field or program.
	Web Forms	[Stratus ONLY] Create a form the client can fill out online. See also: Web Forms
	View All Notes	Show all notes related to the client. This consolidated view displays all notes from the client, invoices, sessions, communications, and tasks.

Attachments Tab #

Icon	Name	Description
	Attach File	Attach files to the client record (i.e., Word docs, Excel spreadsheets, PDFs, etc.). Use for contracts, planning guides, job sheets, and more. Set up where the attachments are stored on the Attachments page of Company (Studio) Preferences. See also: Attaching a File and Company (Studio) Preferences – Attachments
	View Attachments	View the client’s attachments.

Online Tab #

Icon	Name	Description
InSpiredByYou Group
	Login to Site	View the client’s InSpiredByYou.com site.

*Also see Creating Web Forms for Clients