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Credit Card Processing

6
  • Integrating Stratus with Merchant Warehouse
  • TSYS (Formerly Cayan) Integration
  • Credit Card Processing Overview
  • eWAY Credit Card Processing (AU NZ)
  • TSYS (Cayan) Credit Card Processing (US)
  • Global Payments Credit Card Processing (Canada)

Control Center

3
  • temp control panel
  • The Control Center
  • Control Center Logs

Appendices

2
  • End User License Agreement
  • StudioPlus Mail TOU

Dashboard

8
  • FAQ: How to Delete a Dashboard Report
  • Dashboard Examples
  • Arranging your Dashboard
  • Dashboard Reports
  • Setting up Budgets
  • Dashboard Overview
  • Reading your Dashboard
  • Performance Panels

Hubs

2
  • Hub Overview
  • Customizing the Hubs

Digital Workflow

10
  • Composites
  • Retouch, Produce, Archive and Delete
  • Sales Presentation 2 – Presenting Images
  • Sales Presentation 1 – Setup
  • Render Profiles 2025
  • Workflow Ribbon
  • Digital Workflow Overview
  • Digital Workflow Reference Guide
  • Digital Template Builder Overview
  • Workflow Hub

Data Management

9
  • 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
  • Stratus Drive Image Management

Appointments

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

Scheduling Overview

3
  • Using the Stratus Scheduling Wizard
  • Help! Should I create an appointment or session?
  • Scheduling Overview

Advanced Features (Tools)

1
  • Wizard Builder

Sessions

7
  • Advanced Workflow: Seniors
  • Quick Start: Ordering from an Online Session
  • Session Ribbon
  • Session Reference
  • Session Wizard
  • Sessions Hub
  • Sessions

Communication

18
  • How to flag many clients SMS texts boxes
  • SMS Text Messaging with Stratus
  • Emailing with Stratus
  • Setting up Email in Stratus
  • StudioPlus Mail – Delivery Statuses
  • Tracking Unsubscribes, Bounced Emails, and Spam Emails using StudioPlus Mail
  • Trigger Examples
  • Creating HTML Emails
  • Marketing Database Overview
  • FAQ – HTML Emails vs. Email Form Letters
  • Form Letter Builder
  • HTML Email Builder
  • Communication Overview
  • Messages Hub
  • Communication Wizard
  • Managing Scheduled Communication Jobs
  • FAQ – Header / Footers Printing on HTML Letters
  • FAQ: How to export SendGrid HTML Emails and use them in Stratus

Clients

11
  • Importing Clients into Stratus
  • Advanced Clients
  • Web Forms – Updating Client Profiles Online (GDPR)
  • Adding and Removing Clients from a Group
  • Barcoding
  • Client Ribbon
  • Clients Hub
  • Client Wizard
  • Clients
  • Client Reference
  • Clients Overview

Calendar

1
  • Calendar Overview

StudioPlus Finale

5
  • Finale Settings
  • Setting up Render Jobs
  • Finale Ribbon
  • Using Finale
  • StudioPlus Finale Overview

Tasks

8
  • Finding a Task
  • Linking a Task
  • Assigning a Task
  • Creating a Task
  • Tasks Overview
  • Tasks Hub
  • Features of the Task Record
  • Managing 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

15
  • Setting up User Accounts
  • Setting up Stratus with the Preferences Wizard
  • Tools and Settings: Data Archive Utility
  • File Attachments
  • 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

1
  • Reports

Optional Add-Ons

4
  • Perfectly Clear Plug-in
  • myStratus Maps
  • How to flag many clients SMS texts boxes
  • FAQ Master

Web Forms (myStratus ONLY)

8
  • 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

2
  • Setting up Google Syncing in Stratus
  • Using the myStratus Mobile App

Invoices

11
  • Invoice and Sales Reports
  • Creating Invoices and Payments
  • Invoicing Setup 3 – Invoice Options
  • Invoicing Setup 2 – Advanced Pricing
  • Invoicing Overview
  • Features of the Invoice Line Item Detail Screen
  • Invoicing Setup
  • Invoice Wizard
  • Invoices Hub
  • Invoice Ribbon
  • Invoice Reference

InSpiredByYou.com 1.0 (Spectra only)

7
  • Contracts – SPECTRA only – IBY 1.0
  • Client Album Statuses
  • Using InSpiredByYou
  • Synchronizing InSpiredByYou
  • Setting up InSpiredByYou
  • FAQ – Finding InSpired Orders in Spectra
  • Tips for Managing InSpiredByYou

Online Booking (myStratus ONLY)

9
  • Online Booking for Organizations
  • Online Booking Overview
  • 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

9
  • Tracking Production Orders
  • Creating Production Orders
  • Setting up Production Orders
  • Production Order Ribbon
  • Production Order Reference
  • Production Overview
  • Preproduction Order Ribbon
  • Preproduction Order Reference
  • Production Hub

Price List

14
  • Importing a Price List into Stratus
  • Setting up your Stratus Price List
  • 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
  • Setting up a Price List

Payments and Refunds

2
  • Features of Payment and Refund Records
  • Payment Wizard

Accounting

7
  • 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

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

10
  • 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
  • Features
  • Overview

Menus

6
  • Reports Menu
  • Help Menu
  • Go Menu
  • File Menu
  • Utilities Menu
  • Tools Menu

StudioPlus Payments - NEW 2026!

9
  • 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

Getting Around the Software

11
  • Stratus Walk-Through
  • Navigating myStratus
  • Printer Settings
  • myStratus Online Booking
  • The Database Utility
  • Notification Center
  • Company Shortcuts
  • Customizing the Home Page
  • Home Page Overview
  • Navigating Spectra Video
  • FAQ: How to read Today’s Snapshot

Getting Started

2
  • 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

3
  • Transitioning to InspiredByYou.com 2 – proposed
  • Additional Set-up
  • 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

2
  • Simple Workflow
  • Uploading Images

FAQ's: InspiredByYou.com 2.0

14
  • 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
  • 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

4
  • Google Sync Video
  • Gmail Contacts – DISCONTINUED BY GOOGLE
  • Setting up Google Sync
  • Troubleshooting Google Sync Setup

MyStratus Mobile App (Stratus ONLY)

11
  • Authorizing and Deactivating Mobile Devices
  • Tasks on the Mobile App
  • Communicating with the Mobile App
  • Clients on the Mobile App
  • Navigating the Mobile App
  • Getting Started with the Mobile App
  • 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

9
  • 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

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

11
  • StudioPlus Mail Definitions
  • Customizing Unsubscribe Links
  • Confirmation Emails
  • Managing StudioPlus Mail
  • StudioPlus Mail Overview
  • Setting up 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

8
  • 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

Word Template

4
  • Word Index
  • (Help Pages)
  • Word Table of Contents
  • Word Cover Page

SMS Text Messages

7
  • 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

6
  • Client Lists and Labels
  • Invoice Lists
  • Payments Pending List
  • Payment Lists
  • Price List Reports
  • Session Lists and Labels

Organization Reports

5
  • Organization Lists
  • Organization Session List
  • Organization Session List (Not Photographed)
  • Organization Session Summary
  • Yearbook Approval Report

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

5
  • Composite Template Sales Report
  • Product Sales Analysis
  • Profit Analysis
  • Sales Analysis
  • Session Trends

Task Maintenance

3
  • Task Maintenance
  • Task Statuses
  • Task Types

Gift Certificate Reports

2
  • Gift Certificate Activity
  • Gift Certificates Outstanding

Loyalty Rewards Reports

2
  • Loyalty Rewards Outstanding
  • Loyalty Rewards Activity

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

4
  • Creating an Unlinked Appointment
  • Creating a Linked Appointment
  • Scheduling a Session with the Scheduling Wizard
  • 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

5
  • 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

3
  • Appointment Statuses
  • Appointment Types
  • Outside Locations

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

13
  • 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

Printing Workflow

5
  • Designing Print Layouts
  • Setting up the Printing Workflow
  • Printing Workflow Overview
  • Printing Video
  • Printing an Order In House

Spectra - Hidden

3
  • Spectra Features
  • Walk-Through
  • Getting Started Guide

Filters

4
  • FAQ – Filters for Labels by Grad Year/Organization
  • Advanced Filters
  • Using the Filter Builder
  • What is the Filter Builder?

Digital Integrations

4
  • Lightroom Integration
  • Fujifilm MS Job Maker
  • ProSelect Integration
  • Express Digital Darkroom Integration

Digital Maintenance

10
  • Render Jobs
  • Render Printers
  • Render Printer Pools
  • Composite Template Quick Picks
  • Image Colorizations
  • Image Sizes
  • Lightroom Metadata Presets
  • Lightroom Metadata Preset Details
  • Render Reprint Reasons
  • Render Profiles

Workflow How To's

23
  • 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
  • Bulk Image Importer
  • Syncing Images to Stratus Drive
  • High School Senior Workflow
  • Local Image Caching

myStratus

10
  • 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
  • Installing myStratus Desktop

Triggers - 2016 and Older

10
  • 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

Phone Calls

2
  • Calls Hub
  • Features of Phone Call Records

Email

9
  • Sending Email
  • FAQ – Email Block Lists
  • FAQ – Email ISP Limits
  • FAQ – Exporting Email Addresses
  • Setting up Email
  • 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)

4
  • EMV Certified Processing (US)
  • Genius Countertop Terminal (US)
  • Unsupported: Genius Mini Terminal (US)
  • Genius Handheld Terminal (US)

Best Performance Practices

4
  • Calendar goes blank after saving
  • Stratus slowness or Time Out messages
  • Slow Speed when opening Clients or Sessions
  • Database Utility Settings

Triggers

3
  • Processing Triggers
  • Triggers
  • Trigger Types

Preferences

8
  • 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

Installing Spectra

4
  • Basic Spectra Installation
  • Installing Spectra on a Network
  • Launching Spectra and Logging In
  • Optimizing Spectra

Phone Call How To's

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

FAQ: Fixes for common messages

4
  • Bitmap error
  • System out of memory – Part 2
  • System out of memory – Part 1
  • Error when Printing or Exporting

Loyalty Rewards

2
  • What is a Loyalty Reward?
  • Implementing a Loyalty Program

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

20
  • 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

Workstation Preferences

9
  • 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?

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)

72
  • Cayan Credit Card Processing (Canada)
  • Basic Setup
  • Basic Set-up_Old
  • eWAY Credit Card Process_New
  • Merchant Warehouse Credit Card Process_New
  • Credit Card Processing Overview_New
  • Merchant Warehouse Credit Card Process, New
  • Credit Card Processing New
  • Personalize a Session Record with an Image
  • FAQ – Create Reports for Sessions Booked
  • Setting up Spectra with the Preferences Wizard, New
  • Client Payment Methods for Merchant Warehouse and eWAY, New
  • eWay Credit Card Process, New
  • Client Payment Methods_New
  • Creating a Coupon or Promotion 2016v2
  • 2016 Volume 2 – INTERNAL USE ONLY
  • Wall Art Groups
  • KB Article
  • Sales Reports
  • Contact Us Forms
  • Customer Deposits Reconciliation Report
  • Printable Reference Guides
  • Triggers
  • Filters
  • Setting up Spectra
  • Uploading Prepaid Orders to InSpired
  • Offering an Online Promotion
  • Sending a Session or Appointment Reminder
  • Client Reports
  • Payment Reference
  • Payment Ribbon
  • My Reports
  • 2016 Updates – INTERNAL USE ONLY
  • Creating and Managing Online Time Slots
  • Designing Wall Art Layouts
  • Checking for Duplicate Clients
  • Customizing the Invoice and Report Headers
  • Wall Art Library
  • Creating and Managing Online Time Slots 2016V2
  • Session Type Trigger 2016v2
  • Session Status Triggers2016v2
  • Web Forms
  • Time Slots SR2
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  • Creating HTML Emails

Creating HTML Emails

If you know a little HTML, use the HTML email feature in Spectra/myStratus Professional to create emails that appear with graphics and formatting, just like a website.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. The video will still give you a great overview of this feature.

Applies to — Spectra: Professional, Enterprise · myStratus: Professional, Enterprise

Outline #

  1. Setting up HTML Emails
    1. Tools > Design Tools > HTML Email Builder.
    2. Enter the description and filter type.
    3. Import HTML.
    4. Modify HTML and use the Insert option to insert merge fields into the email.
    5. Preview HTML.
  2. Sending HTML Emails
    1. HTML emails can be sent to individual clients (like form letters).
    2. OR in bulk using the Communication Wizard or Triggers.
Trigger ExamplesMarketing Database Overview
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