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Credit Card Processing

5
  • Credit Card Processing Overview
  • eWAY Credit Card Processing (AU NZ)
  • TSYS (Cayan) Credit Card Processing (US)
  • Credit Card Processing
  • Global Payments Credit Card Processing (Canada)

Control Center

4
  • temp control panel
  • The Control Center
  • Control Center Logs
  • Control Center

Appendices

3
  • End User License Agreement
  • Appendices
  • StudioPlus Mail TOU

Dashboard

9
  • FAQ: How to Delete a Dashboard Report
  • Dashboard Examples
  • Arranging your Dashboard
  • Dashboard Reports
  • Setting up Budgets
  • Dashboard Overview
  • Reading your Dashboard
  • Performance Panels
  • Dashboard

Hubs

3
  • Hub Overview
  • Customizing the Hubs
  • Hubs

Digital Workflow

7
  • Render Profiles 2025
  • Workflow Ribbon
  • Digital Workflow Overview
  • Digital Workflow Reference Guide
  • Digital Template Builder Overview
  • Digital Workflow
  • Workflow Hub

Data Management

10
  • myStratus Database Utility
  • Updates and Upgrades
  • Spectra Database Utility
  • Internet Update Utility – Spectra 2014 or older
  • Maintaining your Spectra Database
  • FAQ – myStratus Firewall
  • Database Backup Best Practices
  • FAQ – Upgrading to Spectra SQL
  • Data Management
  • Stratus Drive Image Management

Appointments

4
  • Appointments
  • Appointments Hub
  • Features of Appointment Records
  • Managing Appointments

Scheduling Overview

3
  • Help! Should I create an appointment or session?
  • Scheduling Overview
  • Scheduling Overview

Advanced Features (Tools)

2
  • Wizard Builder
  • Advanced Features (Tools)

Sessions

5
  • Session Ribbon
  • Session Reference
  • Session Wizard
  • Sessions Hub
  • Sessions

Communication

10
  • FAQ – HTML Emails vs. Email Form Letters
  • Form Letter Builder
  • HTML Email Builder
  • Communication Overview
  • Messages Hub
  • Communication Wizard
  • Communication
  • Managing Scheduled Communication Jobs
  • FAQ – Header / Footers Printing on HTML Letters
  • FAQ: How to export SendGrid HTML Emails and use them in Stratus

Clients

7
  • Barcoding
  • Client Ribbon
  • Clients Hub
  • Client Wizard
  • Clients
  • Client Reference
  • Clients Overview

Calendar

2
  • Calendar Overview
  • Calendar

StudioPlus Finale

6
  • Finale Settings
  • Setting up Render Jobs
  • Finale Ribbon
  • Using Finale
  • StudioPlus Finale
  • StudioPlus Finale Overview

Tasks

9
  • Finding a Task
  • Linking a Task
  • Assigning a Task
  • Creating a Task
  • Tasks Overview
  • Tasks Hub
  • Features of the Task Record
  • Managing Tasks
  • Tasks

Reports

13
  • Client Referral Report
  • Inventory Quantity On-Hand
  • Customer Deposit Reconciliation Report
  • Saved Reports and Report Subscriptions
  • Account Receivable Aging Report
  • Custom Reports
  • Dashboard Reports
  • Employee Commissions Report
  • Order Status Report
  • Print Group of Invoices Report
  • Sales Tax Report
  • Time Sheet
  • Reports

Users and Security

11
  • Data Entry Validation
  • Setting up Departments
  • Setting up Security
  • Setting up Users
  • Time Clock
  • Audit Trail Logs
  • Security Settings
  • GDPR Practices (EU)
  • FAQs – Ex-Employees
  • FAQ: How to fix overlapping Clock in’s
  • Users and Security

Admin

2
  • Reports
  • Admin

Optional Add-Ons

6
  • Perfectly Clear Plug-in
  • Perfectly Clear Plug-In (old)
  • myStratus Maps
  • Optional Add-Ons
  • How to flag many clients SMS texts boxes
  • FAQ Master

Web Forms (myStratus ONLY)

9
  • Web Forms (myStratus ONLY)
  • 2. Building Web Forms
  • 4. Accessing Web Forms
  • Introduction to Web Forms
  • 3. Creating Web Forms for Clients
  • Web Form Statuses
  • 1. Web Forms Preferences
  • Bulk Create Web Forms
  • How can I create Web Forms to gather more info for Sessions?

Mobile Devices

1
  • Mobile Devices

Invoices

8
  • Invoicing Overview
  • Features of the Invoice Line Item Detail Screen
  • Invoicing Setup
  • Invoice Wizard
  • Invoices Hub
  • Invoice Ribbon
  • Invoice Reference
  • Invoices

InSpiredByYou.com 1.0 (Spectra only)

8
  • Contracts – SPECTRA only – IBY 1.0
  • Client Album Statuses
  • Using InSpiredByYou
  • Synchronizing InSpiredByYou
  • Setting up InSpiredByYou
  • InSpiredByYou.com 1.0 (Spectra only)
  • FAQ – Finding InSpired Orders in Spectra
  • Tips for Managing InSpiredByYou

Online Booking (myStratus ONLY)

11
  • Online Booking for Organizations
  • Online Booking Set up – Online Booking Preferences
  • Online Booking Overview
  • Online Booking (myStratus ONLY)
  • Online Booking Set up – Additional Features
  • Online Booking Set up – Time Slots
  • Online Booking Set up – Session and Appointment Types
  • Online Booking Promotions
  • Getting Started with Online Booking
  • Online Booking Set Up
  • FAQs – Online Booking

Production

7
  • Production Order Ribbon
  • Production Order Reference
  • Production Overview
  • Preproduction Order Ribbon
  • Preproduction Order Reference
  • Production Hub
  • Production

Price List

14
  • Price List 2025 Update
  • Inventory
  • Unit Pricing
  • Advanced Pricing
  • Price List Ribbons
  • Price List Reference
  • Creating a Package
  • Price List View Options
  • Price List Overview
  • About Item Types
  • Importing a Price List
  • Creating a Coupon or Promotion
  • Price List
  • Setting up a Price List

Payments and Refunds

3
  • Features of Payment and Refund Records
  • Payment Wizard
  • Payments and Refunds

Accounting

8
  • Accounting Overview
  • End of Day Wizard
  • Using the Accounting Link
  • Cash Reconciliation
  • Setting up the Accounting Link – QuickBooks Online
  • FAQ – Reconciling with QuickBooks Desktop
  • FAQ – Unlocking Posted Invoices
  • Accounting

Lab Integration

5
  • Price List for Lab Integration
  • Production Statuses for Lab Integration
  • Getting Started with Lab Integration
  • Enabling Lab Integration
  • Lab Integration

InspiredByYou.com 2.0

3
  • Features
  • Overview
  • InspiredByYou.com 2.0

Menus

7
  • Reports Menu
  • Menus
  • Help Menu
  • Go Menu
  • File Menu
  • Utilities Menu
  • Tools Menu

NEW 2023 Web App

5
  • Home Hub
  • NEW 2023 Web App
  • Calls Hub
  • Messages Hub
  • Workflow Hub

StudioPlus Payments - NEW 2026!

10
  • Buy Now, Pay Later Options
  • Online Payments
  • Transitioning to StudioPlus Payments
  • Stripe Card Readers
  • Managing Payouts
  • StudioPlus Payments Guide
  • StudioPlus Payments Overview
  • StudioPlus Payments FAQs
  • StudioPlus Payments Getting Started Checklist
  • StudioPlus Payments – NEW 2026!

Getting Around the Software

8
  • Notification Center
  • Company Shortcuts
  • Customizing the Home Page
  • Home Page Overview
  • Navigating Spectra Video
  • Getting Around the Software
  • FAQ: How to read Today’s Snapshot
  • FAQ Master List

Getting Started

3
  • Getting Started
  • Overview
  • Getting Help

Price List Maintenance

6
  • Inventory Adjustments
  • Price List Maintenance
  • Item Enhancements
  • Item Options
  • Product Lines
  • Item Tags

Payment How To's

11
  • Refunding a Customer Deposit
  • Deleting a Payment or Refund
  • Finding a Payment or Refund
  • Creating a Refund
  • FAQ – Documenting a Returned Check
  • Creating a Payment
  • Payment How To’s
  • Client Payment Methods
  • Customer Deposits
  • Payment Plans
  • Printing a Receipt

Communication Maintenance

9
  • Email Categories
  • Communication Outcomes
  • Communication Results
  • Email Boxes
  • Email Signatures
  • Email Statuses
  • Email Types
  • Phone Call Types
  • Communication Maintenance

Calendar Hub

2
  • Using Create Tool
  • Calendar Hub

Existing Users - Upgrading Process

4
  • Transitioning to InspiredByYou.com 2 – proposed
  • Additional Set-up
  • Existing Users – Upgrading Process
  • Transitioning to InspiredByYou 2

Invoice How To's

30
  • Duplicating an Invoice Line
  • Importing Invoices
  • FAQ – Tracking the Costs of an Invoice
  • FAQ – Sales Tax Reporting
  • FAQ – Printing a Client Statement
  • Creating a Client Invoice
  • Creating a Session Invoice
  • Deleting an Invoice
  • Changing an Estimate to an Invoice
  • Creating an Estimate
  • Finding an Invoice
  • Creating an Invoice
  • Invoice How To’s
  • Discounting an Invoice
  • Printing an Image Detail Sheet
  • Avalara Tax Integration
  • TSYS (Cayan) Gift Cards
  • Employee Commissions
  • Gift Certificates
  • Quick Sale Invoices
  • FAQ – Writing Off Invoices
  • Legacy Online Payments (myStratus Only)
  • FAQ – Transferring a Credit Balance
  • FAQ – Deposits vs. Credit Balances
  • UPS Integration
  • FAQ – How to move an invoice from one client to another
  • Copying an Invoice
  • FAQ – Using Third-Party Coupons (Groupon)
  • Using Coupons
  • Printing or Emailing an Invoice

Workflows

3
  • Simple Workflow
  • Uploading Images
  • Workflows

FAQ's: InspiredByYou.com 2.0

15
  • How can I remove Images from the Stratus Drive?
  • How do I setup the InspiredByYou Control Center if my Session Statuses are by Session Type?
  • How can clients manage their account?
  • How can I limit the number of poses a client can order?
  • How can I change a client’s Online User Name and Password?
  • How do I offer a Promotion?
  • How can I sell and redeem a gift card?
  • Why don’t clients have the Yearbook Pose selection?
  • How do students select a Yearbook Pose?
  • Why do my images not show up in InspiredByYou.com
  • FAQ’s: InspiredByYou.com 2.0
  • How can I setup contracts for clients?
  • How can I sell Unit Based Items on InspiredByYou?
  • How can I sell Composite Templates Online?
  • Why are my images not being uploaded via the Control Center Job?

Invoice Maintenance

7
  • Invoice Maintenance
  • Invoice Credit Reasons
  • Invoice Classifications
  • Invoice Statuses
  • Invoice Terms
  • Payment Methods
  • Sales Tax

Google Syncing

5
  • Google Syncing
  • Google Sync Video
  • Gmail Contacts – DISCONTINUED BY GOOGLE
  • Setting up Google Sync
  • Troubleshooting Google Sync Setup

MyStratus Mobile App (Stratus ONLY)

13
  • Authorizing and Deactivating Mobile Devices
  • Tasks on the Mobile App
  • Communicating with the Mobile App
  • Clients on the Mobile App
  • Navigating the Mobile App
  • MyStratus Mobile App (Stratus ONLY)
  • Getting Started with the Mobile App
  • JT Clients on Mobil
  • Mobile App and iPhone
  • Scheduling with the Mobile App
  • Time Clock with the Mobile App
  • Processing Credit Cards in the Mobile App
  • Troubleshooting the Mobile App

New Users - Setting up InspiredByYou

10
  • Digital Delivery
  • Step 3: InspiredByYou.com Preferences
  • Step 5: InspiredByYou Price List
  • Step 2: Online Portal Preferences
  • Checklist for Setting up InspiredByYou
  • Step 1: New Users Basic Setup
  • Product Tier Shipping Method
  • Step 4: Shipping Methods
  • Step 6: Syncing Sessions to show online
  • New Users – Setting up InspiredByYou

Production How To's

11
  • Creating a Reorder
  • Deleting a Production Order
  • Changing the Status of a Production Order
  • Finding a Production Order
  • Creating a Production Order
  • Printing a Work Order
  • Managing Preproduction Orders
  • Sending Images to a Lab
  • Production How To’s
  • Automating Production Orders
  • Printing a Purchase Order

DataSafe (Spectra only) - Depreciated 2023

2
  • Troubleshooting DataSafe Setup
  • Getting Started with DataSafe

StudioPlus Mail

12
  • StudioPlus Mail Definitions
  • Customizing Unsubscribe Links
  • Confirmation Emails
  • Managing StudioPlus Mail
  • StudioPlus Mail Overview
  • Setting up StudioPlus Mail
  • StudioPlus Mail
  • Using the SendGrid Portal
  • FAQ – Changing my SendGrid Password
  • Domain Authentication
  • FAQ – Setting up SendGrid Domain Verification for Email Provider Compliance
  • Email Validation – (Gold Plan only)

Search Hub

3
  • Specific Tools for Invoices
  • Specific Tools for Sessions
  • Search Hub

Quick Access Hub

1
  • Quick Access Hub

PDF Template

9
  • Index
  • (Help Pages)
  • PDF Headers and Footers
  • PDF Table of Contents
  • PDF Blank Page 2
  • PDF Title Page
  • PDF Blank Page 1
  • PDF Cover Page
  • PDF Template

Word Template

5
  • Word Index
  • (Help Pages)
  • Word Table of Contents
  • Word Cover Page
  • Word Template

SMS Text Messages

8
  • SMS Text Messages
  • Managing Your Messaging Plan
  • Getting Started with SMS Text Messaging
  • Features of SMS Text Messages
  • Sending SMS Texts
  • Creating SMS Text Templates
  • SMS Reference
  • SMS Ribbon (0bsolete)

Lists and Labels

7
  • Client Lists and Labels
  • Invoice Lists
  • Payments Pending List
  • Payment Lists
  • Price List Reports
  • Session Lists and Labels
  • Lists and Labels

Organization Reports

6
  • Organization Lists
  • Organization Session List
  • Organization Session List (Not Photographed)
  • Organization Session Summary
  • Yearbook Approval Report
  • Organization Reports

Production Maintenance

7
  • Vendor Products
  • Production Maintenance
  • Production Order Types
  • Production Statuses
  • Preproduction Statuses
  • Reorder Reasons
  • Vendors

Dashboard Hub

3
  • How to use Personal Dashboard Reports
  • How to use Company Dashboard Reports
  • Dashboard Hub

Analysis Reports

6
  • Composite Template Sales Report
  • Product Sales Analysis
  • Profit Analysis
  • Sales Analysis
  • Session Trends
  • Analysis Reports

Task Maintenance

3
  • Task Maintenance
  • Task Statuses
  • Task Types

Gift Certificate Reports

3
  • Gift Certificate Activity
  • Gift Certificates Outstanding
  • Gift Certificate Reports

Loyalty Rewards Reports

3
  • Loyalty Rewards Outstanding
  • Loyalty Rewards Activity
  • Loyalty Rewards Reports

Client Maintenance

10
  • Client Maintenance
  • Marketing Plans
  • Client Statuses
  • Client Groups
  • Organizations
  • Client Status Reasons
  • Phone Number Labels
  • Family Member Relationships
  • Zip Codes
  • Lead Sources

Customizing Clients

4
  • Customizing Clients
  • Start with Client’s First/Last Name
  • Hiding Client Tabs
  • Custom Labels and Lists

Using the Scheduling Wizard

5
  • Creating an Unlinked Appointment
  • Creating a Linked Appointment
  • Scheduling a Session with the Scheduling Wizard
  • Scheduling Wizard
  • Using the Scheduling Wizard

Letters - deprecated

1
  • Features of Letter Records

Basic Setup How To's

5
  • Basic Setup How To’s
  • Preferences Wizard
  • Quick Reference
  • Importing your Company Logo
  • Changing your Company Information

Client Referral Programs

6
  • Client Referral Programs
  • Using Referral Programs
  • Referral Program Examples
  • Client Referral Programs
  • Referral Program Preferences (myStratus ONLY)
  • What is a Client Referral Program?

Client How To's

32
  • FAQ – How to track sports teams
  • Attaching a File
  • Choosing the Client Image
  • Adding Clients to a Marketing Plan
  • Using Client Status Triggers
  • Removing Clients from a Group
  • Adding Clients to a Group
  • Printing a Client List
  • Setting up the Client Number System
  • Adding Family Members
  • Tracking Referrals
  • Importing Clients
  • Merging Two Clients
  • Deleting a Single Client
  • Finding a Client
  • Handling Duplicate Clients
  • Creating a Client
  • Creating a Client from a Family Member
  • Finding a Family Member
  • Printing a Client Profile
  • Using Client Status Due Date
  • Using Lead Sources
  • Using Client Groups
  • Communicating with a Client
  • FAQ – Membership Plans
  • Exporting Clients
  • Net Promoter Scores (NPS) (myStratus Only)
  • Client How To’s
  • Deleting a Group of Clients
  • FAQ: How to add Allow Marketing flags
  • Client’s Summary: YTD totals explained
  • FAQ – How to mass update client records

Appointment Maintenance

4
  • Appointment Statuses
  • Appointment Types
  • Outside Locations
  • Appointment Maintenance

Session How To's

26
  • Import Sessions
  • Using Session Promotions
  • Confirming a Session
  • Using Session Reminders
  • Rescheduling a Session
  • Adding Participants
  • Using Outside Locations
  • Setting up the Session Numbering System
  • Tracking Statuses on a Session
  • Using Session Statuses
  • Using Session Types
  • Setting Up Conflict Notifications
  • FAQ – Tracking Revenue by Promotion
  • Printing or Emailing a Session Confirmation
  • Deleting a Session
  • Finding a Session
  • Scheduling a Session
  • Session How To’s
  • Resolving Scheduling Conflicts
  • Copying a Session
  • Printing a Photographer Confirmation
  • Session Clients for Reference
  • FAQ: How to handle headshots for corporate accounts
  • FAQ: How to send a Session Confirmation to a Bill-To Client
  • Bulk Scheduling
  • Advanced Scheduling

Session Maintenance

9
  • Session Maintenance
  • Session Status Results
  • Session Promotions
  • Session Statuses
  • Session Types
  • Social Event Suppliers
  • Social Event Supplier Types
  • Yearbook Statuses
  • Scheduling Time Slots

Customizing the Calendar

7
  • Changing Event Descriptions
  • Holidays and Special Events
  • Days of the Work Week
  • Open and Close Hours
  • Changing the Colors
  • Session and Appointment Descriptions
  • Customizing the Calendar

Calendar How To's

12
  • Displaying Sunrise and Sunset Times
  • Google Syncing
  • Printing the Calendar
  • Viewing Multiple Days
  • Viewing Multiple Schedules
  • Changing the Calendar View
  • Deleting an Event
  • Rescheduling an Event
  • Adding Users to the Calendar
  • Adding Resources to the Calendar
  • Calendar How To’s
  • Adding Departments to Calendar

Maintenance Menu

14
  • Report Maintenance
  • Maintenance Menu Overview
  • Web Form Maintenance
  • Task Maintenance
  • General (Studio) Maintenance
  • Session Maintenance
  • Production Maintenance
  • Price List Maintenance
  • Invoice Maintenance
  • Digital Maintenance
  • Communication Maintenance
  • Client Maintenance
  • Appointment Maintenance
  • Maintenance Menu

Printing Workflow

6
  • Designing Print Layouts
  • Setting up the Printing Workflow
  • Printing Workflow Overview
  • Printing Video
  • Printing an Order In House
  • Printing Workflow

Spectra - Hidden

4
  • Spectra Features
  • Walk-Through
  • Spectra – Hidden
  • Getting Started Guide

Filters

5
  • FAQ – Filters for Labels by Grad Year/Organization
  • Advanced Filters
  • Using the Filter Builder
  • What is the Filter Builder?
  • Filters

Digital Integrations

5
  • Lightroom Integration
  • Fujifilm MS Job Maker
  • ProSelect Integration
  • Express Digital Darkroom Integration
  • Digital Integrations

Digital Maintenance

11
  • Render Jobs
  • Render Printers
  • Render Printer Pools
  • Composite Template Quick Picks
  • Image Colorizations
  • Image Sizes
  • Lightroom Metadata Presets
  • Lightroom Metadata Preset Details
  • Digital Maintenance
  • Render Reprint Reasons
  • Render Profiles

Workflow How To's

24
  • Electronic Delivery
  • Rendering Images
  • Stage 6 – Archiving Images
  • Stage 1 – Capturing Images
  • Stage 7 – Deleting Images
  • Group Capture
  • Stage 4 – Producing Images
  • Stage 3 – Retouching Images
  • Stage 2 – Sales Presentation
  • Stage 5 – Uploading Images to Web
  • Modifying the Digital Workflow for Your Studio
  • Setting up Digital Workflow
  • Yearbook Workflow and CDs
  • Adjusting Images in Spectra and myStratus
  • Chroma Key
  • Cropping Images
  • Using Composite Templates
  • Designing Composite Templates
  • FAQ – Linking with Photoshop™ or Other Imaging Software
  • Workflow How To’s
  • Bulk Image Importer
  • Syncing Images to Stratus Drive
  • High School Senior Workflow
  • Local Image Caching

myStratus

11
  • FAQ – Portrait
  • FAQ – School
  • Using the Software – School
  • Using the Software – Portrait
  • Setup Guide – Schools
  • Setup Guide – Portraits
  • FAQ – High Volume
  • Using the Software – High Volume
  • Setup Guide – High Volume
  • myStratus
  • Installing myStratus Desktop

Triggers - 2016 and Older

11
  • What are Triggers?
  • Appointment Triggers
  • Client Status Triggers
  • Invoice Status Triggers
  • Production Status Triggers
  • Preproduction Status Triggers
  • Session Status Triggers
  • Session Type Triggers
  • Task Status Triggers
  • Task Type Triggers
  • Triggers – 2016 and Older

Phone Calls

3
  • Calls Hub
  • Features of Phone Call Records
  • Phone Calls

Email

11
  • Sending Email
  • FAQ – Email Block Lists
  • FAQ – Email ISP Limits
  • FAQ – Exporting Email Addresses
  • Email
  • Setting up Email
  • Gmail outgoing
  • FAQ – Setting up Gmail: Outgoing and Incoming
  • Features of Email Messages
  • Gmail Error 5.7.0
  • FAQ – Setting up Outlook 365 for Incoming

Genius Credit Card Terminals (US)

5
  • EMV Certified Processing (US)
  • Genius Countertop Terminal (US)
  • Unsupported: Genius Mini Terminal (US)
  • Genius Handheld Terminal (US)
  • Genius Credit Card Terminals (US)

Best Performance Practices

5
  • Calendar goes blank after saving
  • Stratus slowness or Time Out messages
  • Slow Speed when opening Clients or Sessions
  • Best Performance Practices
  • Database Utility Settings

Triggers

4
  • Processing Triggers
  • Triggers
  • Triggers
  • Trigger Types

Preferences

9
  • Referral Program Preferences (myStratus ONLY)
  • Preferences Overview
  • Printing Preferences
  • User Preferences
  • Firewall Preferences (myStratus ONLY)
  • Online Booking Preferences (myStratus ONLY)
  • Web Forms Preferences (myStratus ONLY)
  • InSpired Preferences
  • Preferences

Installing Spectra

5
  • Basic Spectra Installation
  • Installing Spectra on a Network
  • Launching Spectra and Logging In
  • Optimizing Spectra
  • Installing Spectra

Phone Call How To's

3
  • Phone Call How To’s
  • Creating a Group of Calls
  • Finding Calls

FAQ: Fixes for common messages

5
  • Bitmap error
  • FAQ: Fixes for common messages
  • System out of memory – Part 2
  • System out of memory – Part 1
  • Error when Printing or Exporting

Loyalty Rewards

3
  • What is a Loyalty Reward?
  • Implementing a Loyalty Program
  • Loyalty Rewards

Not in Use_Specific Tools from the Quick Access Hub

3
  • Not in Use_Specific Tools from the Quick Access Hub
  • New Session
  • New Custom Deposit

Reviewing Clients

3
  • Reviewing Clients
  • Client Phone Calls
  • Adding records to the Client

Bulk Image Import using QR Codes

2
  • Fail Safe for QR Codes
  • Bulk Image Import using QR Codes

Company (Studio) Preferences

21
  • Company (Studio) Preferences – Automatic Updates
  • Company (Studio) Preferences – Accounting
  • Company (Studio) Preferences – Appointments
  • Company (Studio) Preferences – Attachments
  • Company (Studio) Preferences – Sessions
  • Company (Studio) Preferences – Slideshow
  • Company (Studio) Preferences – General Info
  • Company (Studio) Preferences – Audit Logging
  • Company (Studio) Preferences – Calendar
  • Company (Studio) Preferences – Clients
  • Company (Studio) Preferences – Digital
  • Company (Studio) Preferences – Email
  • Company (Studio) Preferences – Integration
  • Company (Studio) Preferences – Invoicing
  • Company (Studio) Preferences – Miscellaneous
  • Company (Studio) Preferences – Organizations
  • Company (Studio) Preferences – Phone Calls
  • Company (Studio) Preferences – Production
  • Company (Studio) Preferences – Reports
  • Company (Studio) Preferences – Scheduling
  • Company (Studio) Preferences

Workstation Preferences

10
  • CD and DVD Burning from Spectra
  • Dymo Label Printing
  • Workstation Preferences Overview
  • Workstation Preferences – Digital
  • Workstation Preferences – Email
  • Workstation Preferences – Integration
  • Workstation Preferences – Miscellaneous
  • Workstation Preferences – Credit Cards
  • FAQ: Why is my Dymo 550 not working after a Windows Update on Windows 10 or 11?
  • Workstation Preferences

Company (Studio) Preferences - Credit Cards Overview

4
  • Company (Studio) Preferences – Credit Cards Overview
  • Company Preferences – eWAY Credit Cards (AU NZ)
  • Company Preferences – Global Payments Credit Cards (UK, EU, Canada)
  • Company Preferences – TSYS Credit Cards (US)

Legacy (Uncategorized)

107
  • Cayan Credit Card Processing (Canada)
  • Workstation Preferences CC_2018
  • Organizations_2018
  • Basic Setup
  • Basic Set-up_Old
  • Setting up InspiredByYou_New
  • Studio Preferences – Merchant Warehouse US_New
  • eWAY Credit Card Process_New
  • Merchant Warehouse Credit Card Process_New
  • Credit Card Processing Overview_New
  • Control Center_New
  • Payment Plans_New
  • Uploading to InSpired_New
  • Merchant Warehouse Credit Card Process, New
  • Credit Card Processing New
  • Personalize a Session Record with an Image
  • Personalize a Client Record with an Image
  • FAQ – Create Reports for Sessions Booked
  • Uploading to InSpiredByYou
  • Control Center, CC New
  • Using Inspired with Spectra, CC New
  • Setting up Spectra with the Preferences Wizard, New
  • Payment Plans, Merchant Warehouse and eWAY, New
  • Client Payment Methods for Merchant Warehouse and eWAY, New
  • Studio Preferences – eWay Credit Cards_AUS_NZ_GBR_New
  • Studio Preferences – Credit Cards, Merchant Warehouse, New
  • eWay Credit Card Process, New
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  • Control Center_New

Control Center_New

Have a hard time remembering to back up your data? Always falling behind
on updates? The Spectra Control Center allows you to automate some of
the more mundane –
but important – maintenance
processes in Spectra. You can automatically perform database tasks like
backups, compacts, and repairs. The Control Center will help you keep
current on software updates. You can also automate the processes of uploading
your images to InSpiredByYou.com and retrieving orders generated online.
You can also use the Control Center to process status triggers and payments,
as well as enable SMS text messaging and incoming email.

Watch the video and read the information below to learn how to manage the Control Center.

 

To open the Control Center, go to the Spectra Utilities
menu and click Control Center.

PATHWAYS TO SUCCESS…


By default, the Spectra Control Center
runs as a Windows service on each computer running Spectra.
Although the Control Center is always running on each computer, you will set up the individual Control Center jobs to run on each specific computer. If you decide to run multiple jobs on the same computer, we recommend staggering the start times.

For instance, we recommned: ▪ run a backup job before you run a compact and repair ▪ and, it is a good idea to run a compact and repair before performing a software update. 
Example — You could: ▪ schedule the backup job at 1:00 AM ▪ the compact and repair job at 1:30 AM ▪ then a check for updates job at 2:00 AM.

General Settings #

Spectra Login Credentials –
Enter the
UserInitials
and Password you use to
log into Spectra. If you have not enabled security in Spectra, you
can leave the password space blank.
 

Job Settings #

Each Control Center job can be individually enabled and then set up
to run at a specific time, on specific days, and on a specific computer.
There may be additional options available on each job. To set up or modify
a job, either double-click the job in the list or select the job and click
Modify Job Settings.

Backup Database Offsite (DataSafe) #

See Getting Started with DataSafe for more information about the DataSafe add-on service.

Back Up Database Locally #

This job will back up your Spectra database to a drive location in your studio. 

ATTENTION! 

A backup or compact and repair requires all users to be logged out of Spectra. If there is a user still logged into Spectra — their session will be forced closed.
Make sure everyone: ▪ properly logs out of Spectra before leaving to avoid any problems ▪ if someone accesses your computers remotely for off-site work, they will be forced out at the time the Control Center tries to perform one of these jobs.
 
Note: Just like with a backup using the Database Utility, your images are not backed up with this process.

  • Job Enabled – Select this box to enable this job.

  • Schedule – Choose the time you want the job to start and the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must: ▪ set up the correct email server SMTP information on the Email tab of Workstation Preferences for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

HERE’S A FLASH FOR YOU! 

You may have noticed that when you specify a location when doing a regular backup through the Database Utility, the location you back up to will be saved for use the next time.
Also by default, Spectra creates a backup folder in the folder where your database is located, therefore on the same hard drive.

The location specified in the Control Center will not affect what you have set in the Database Utility. It is a good practice to save your backups to several different locations so if one hard drive fails, you will still have a backup in another location. The Control Center is the ideal place to set a location that is on a totally different storage device. 

Note: If you would like this backup to be on a CD or DVD (or even on a portable drive), those drives need to be hooked up and ready to go for the Control Center to successfully perform the backup.

  • Other Options – Select the location where you would like the Control Center to save your backup. This location must be accessible at the time the backup is attempted. You can choose to have the backup verified and to also have your composite templates backed up. To keep backup files from piling up you can choose to have older backups deleted, setting the age of when you would like them deleted.

Check for Software Updates #

This job will check the StudioPlusSoftware.com website to see if there is a new Spectra update available for download. If there is, it will be downloaded into the SPUpdates folder located in the same folder as your main database. The next person to launch Spectra will trigger the update to run. Once the update has been run on one computer, the other computers can log into Spectra and will also see the update run on that computer’s Spectra application. Because an update may also change the database, it is always a good idea to run a backup before an update. See also: Optimizing Spectra

  • Job Info – Select this box to enable this job. The computer must have access to the Internet at the time this job is run.

  • Schedule – Choose the time you want the job to start and the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must ▪ set up the correct email server SMTP information on the Email tab of Workstation Preferences for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

Compact and Repair Database #

This job will attempt to Compact and Repair your database at the times and days specified.

ATTENTION! 


A 
Compact and Repair will help keep your data cleaner by purging extra space and correcting potentially corrupting entries.
You should always make sure that you have a current backup before performing a 
Compact and Repair.

  • Job Enabled – Select this box to enable this job.

  • Schedule – Choose the time you want the job to start and the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must: ▪ set up the correct email server SMTP information on the Email tab of Workstation Preferences for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

Email Inbox Processor #

  NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop.

This job must be enabled in order to receive incoming email into Spectra. Your email box(es) must be set up in Spectra before you enable this job in the Control Center. See also: Setting up Incoming Email

  • Job Enabled – Select this box to enable this job.

  • Schedule – Choose the time you want the job to start and end. Then set how often you would like the job to run. Finally, select the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must: ▪ set up the correct email server SMTP information on the Email tab of Workstation Preferences for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

  • Other Options – If you are running the Enterprise version of Spectra, you can select the job to run for just the local studio or all studios.

Google Sync Processor #

  NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop.

  • Job Enabled – Select this box to enable this job.

  • Schedule – Choose the time you want the job to start and end. Then set how often you would like the job to run. Finally, select the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must: ▪ set up the correct email server SMTP information on the Email tab of Workstation Preferences for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

  • Other Options – If you are running the Enterprise version of Spectra, you can select the job to run for just the local studio or all studios.

HoldMyMemories Session Upload #

This job can be set to periodically process your HoldMyMemories uploads. This will help speed up the process by automatically uploading sessions that need to uploaded. By enabling this job in the Control Center, you can eliminate the need to manually upload at the end of each day – Spectra will do it for you. Your HoldMyMemories account must be set up and enabled correctly in Spectra before you try to run the upload job in the Control Center. Refer to the HoldMyMemories Integration topic for more information. 

  • Job Enabled – Select this box to enable this job.

  • Schedule – Choose the time you want the job to start and end. Then set how often you would like the job to run. Finally, select the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center to send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must: ▪ set up the correct email server SMTP information on the Email tab of Workstation Preferences for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

  • Other Options – Choose the session status and rating for the images you would like to automatically upload. You can also choose to only upload images from a specific image group that has been defined for the session. If you are running the Enterprise version of Spectra, you can select the job to run for just the local studio or for all studios.

InSpiredByYou Session Upload #

This job can be set to periodically upload sessions to your InSpiredByYou website so that the sessions can be available to your clients as soon as their images are imported into Spectra. You will need to have a InSpired account set up and properly syncing.

  • Job Enabled – Select this box to enable this job.

  • Schedule – Choose the time you want the job to start and end. Then set how often you would like the job to run. Finally, select the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must: ▪ set up the correct email server SMTP information on the Email tab ofWorkstation Preferences for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

  • Other Options – Choose the session status and rating for the images you would like to automatically upload. You can also choose to only upload images from a specific image group that has been defined for the session. If you are running the Enterprise version of Spectra, you can select the job to run for just the local studio or for all studios.

  • Session Status – The Control Center will set the session status based on whether the upload was successful or not. 

HERE’S A FLASH FOR YOU!

The session uploader will go through any sessions that appear on the Upload stage of the Workflow hub. It will generally use the default settings for user name, password, online duration, and price list. Image groups will not be synced if the session is uploaded automatically through the Control Center.


InSpiredByYou Data Sync
#

This job can be set to periodically upload and download information from your InSpiredByYou website. This will help speed up the process by automatically downloading orders and albums to begin work on them almost as soon as they are submitted without having to constantly check on your own. You will need to have an InSpired account set up and properly syncing. 

The InSpiredByYou Data Sync job performs the following:

Uploads #

  • Prepaid orders

  • Client albums

  • Contracts

  • Animoto videos

Downloads #

  • Favorite images

  • Client albums

  • Contracts

  • Orders

  • Yearbook selections 

  • Job Enabled – Select this box to enable this job.

  • Schedule – Choose the time you want the job to start and end. Then set how often you would like the job to run. Finally, select the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must have set up the corrrect email server SMTP information on the Email tab of Workstation Preferences for the computer that is running the job and the computer must have access to the Internet at the time the job runs.

Process Triggers #

  NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop.

Set up this job to periodically process some of your Spectra triggers. This will help speed up your daily workflow by automatically creating phone calls, sending email or text messages, or generating tasks. By enabling this job in the Control Center, you can eliminate the need to process these triggers at the end of each day…Spectra will do it for you. Your triggers must be set up in Spectra before you try to run them in the Control Center. See also: Triggers 

HERE’S A FLASH FOR YOU! 

The automatic trigger process will only: ▪ create phone call records ▪ send messages (emails and texts) ▪ and, generate tasks. Your letter triggers still need to be run manually, since they require human intervention to prepare the printer.
 

  • Job Enabled – Select this box to enable this job.

  • Schedule – Choose the time you want the job to start and end. Then set how often you would like the job to run. Then, select the days you would like it to run.

  • Computer – Choose the computer you want this job to run on. Note: The computer name must be an exact match, so be careful if typing it in.

  • Notification – Choose whether you would like to have the Control Center send an email to report successes and/or failures. Notification emails will be sent using the workstation email settings. In order to successfully send the notification emails, you must: ▪ set up the correct email server SMTP information on the Email tab of Workstation Preferences for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

  • Other Options – If you are running the Enterprise version of Spectra, you can select the job to run for just the local studio or all studios.

Process Pending Payments #

Set up this job to periodically process your pending payments, speeding
up your daily workflow by having Spectra automatically process any
pending payments that are due. By enabling this job in the Control Center,
you can eliminate the need to manually process these payments at the end
of each day – Spectra
will do it for you.
Note: Your credit
card processing with Merchant Warehouse (in the U.S.) or eWAY (in Australia, New Zealand, and the United Kingdom) must be set up in Spectra before
you try to process pending payments through the Control Center.

  • Job Enabled –
    Select this box to enable this job.

  • Schedule – Choose
    the time you want the job to start and then select the days you would
    like it to run.

  • Computer – Choose
    the computer you want this job to run on.
    Note:
    The computer name must be an exact match, so be careful if typing it in.

  • Notification –
    Choose whether you would like to have the Control Center send an email
    to report successes and/or failures. Notification emails will be sent
    using the workstation email settings. In order to successfully send the
    notification emails, you must: ▪ set up the correct email server SMTP information on the
    Email
    tab of
    Workstation Preferences
    for the computer that is running the job ▪ and, the computer must have access to the Internet at the time the job runs.

  • Other Options
    – Choose whether you want Spectra to automatically advance the invoice
    status, change the payment due date, or email a payment receipt to the
    client for payments that are successfully processed. If you are running
    the Enterprise version of Spectra, you can select the job to run for just
    the local studio or for all studios. 


SMS Text Inbox Processor
#

  NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop.

This job must be enabled in order to receive SMS text messages in Spectra.
The job will automatically check for incoming text messages. Your SMS
text messaging account must be set up in Spectra before you try to process
the text messages in the Control Center. See also: Setting up SMS Text Messaging

  • Job Enabled –
    Select this box to enable this job.

  • Schedule – Choose
    the time you want the job to start and end. Then set how often you would
    like the job to run. Finally, select the days you would like it to run.

  • Computer – Choose
    the computer you want this job to run on.
    Note:
    The computer name must be an exact match, so be careful if typing it in.

  • Notification –
    Choose whether you would like to have the Control Center send an email
    to report successes and/or failures. Notification emails will be sent
    using the workstation email settings. In order to successfully send the
    notification emails, you must have set up the correct email server
    SMTP information on the
    Email
    tab of
    Workstation Preferences
    for the computer that is running the job and the computer must have access
    to the Internet at the time the job runs.

  • Other Options
    – If you are running the Enterprise version of Spectra, you can select
    the job to run for just the local studio or all studios.

Stratus Drive Image Upload #


Stratus Drive Image Download #

#

Control Center Logs #

Spectra maintains 30 days of logs documenting Control Center activity.
These logs can be viewed from any workstation, including a corporate office.
To view the logs, open the Spectra Utilities
menu and click Control Center Logs. 

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Table of Contents
  • General Settings
  • Job Settings
    • Backup Database Offsite (DataSafe)
    • Back Up Database Locally
    • Check for Software Updates
    • Compact and Repair Database
    • Email Inbox Processor
    • Google Sync Processor
    • HoldMyMemories Session Upload
    • InSpiredByYou Session Upload
    • InSpiredByYou Data Sync
      • Uploads
      • Downloads
    • Process Triggers
    • Process Pending Payments
    • SMS Text Inbox Processor
    • Stratus Drive Image Upload
    • Stratus Drive Image Download
  • Control Center Logs
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