Use this checklist to successfully set up InspiredByYou for your studio. For complete details of each sheet go here.
1. Statuses and other miscellaneous items:
Client Statuses
Lead Source
Session Types
Session Statuses
Invoice Statuses
2. Online Portal Preferences:
General Tab
Images Tab
Help Tab
Customization tab
3. InspiredByYou Preferences
Company Tab
Clients Tab
Images Tab
Orders Tab
Sales Tax Tab
Shipping Tab
Task Tab (optional)
4. Update your InspiredByYou Price List
Price List
Item Groups
Individual Price List Items
InpsiredByYou Tab Related Items Tab Miscellaneous Tab (only if using Shipping Method other than the recommended Simple method) Digital & Fulfillment Tab
5. Set your Sessions to show online
Manual set up
Automatic set up