Session Ribbon

The following tools are available on the ribbon of a session record.

File Tab #

Icon	Name	Description
	Save	Save the current session and leave it open for reference or additional modifications.
	Save & Close	Save the session and close the session window.
	Save & New	Save the session and open a new, blank record to create another session.
	Copy Session	Copy the session and attach the new session to the same client or a different one. See also: Copying a Session
	Delete Session	Delete the open session. Note: This will delete any associated communications, appointments, invoices, tasks, or production orders PERMANENTLY. See also: Deleting a Session
	Payment Methods	Use this option to manage the client’s payment methods. See also: Client Payment Methods

Home Tab #

Icon	Name	Description
	Save	Save the current session and leave it open for reference or additional modifications.
	Save & Close	Save the session and close the session window.
	Save & New	Save the session and open a new, blank record to create another session.
	Delete Session	Delete the open session. Note: This will delete any associated communications, appointments, invoices, tasks, or production orders PERMANENTLY. See also: Deleting a Session
	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	Print one of the following: Session Confirmation Photographer Confirmation Contact Sheet
	Preview	Preview the session or photographer confirmation before printing.
	Export	Export the session or photographer confirmation 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
	Session Label	Print a file label with the client’s name, address, phone number, and client number, along with other session 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 session record, you can print, preview, or export it to PDF.
	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, session label, or account label to paste into another field or program.
	View Client	Open the client associated with the session.
	Appointment	Create a new appointment for this client. See also: Creating a Linked Appointment
	Session Invoice	Create a new session-based invoice for this client. See also: Creating a Session Invoice
	Session Estimate	Create a new session-based estimate for this client. See also: Creating an Estimate
	Preproduction Order	Create a new preproduction order from this session. See also: Managing Preproduction Orders
	Task	Create a new task related to the session. See also: Managing Tasks

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.
	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 Stratus 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.
	New Email	Click the envelope to create a new blank email. Click the down arrow to attach a session confirmation to the email or 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: 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 Stratus, 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 a 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
	Session Label	Print a file label with the client’s name, address, phone number, client number, and other session 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, session label, or account label to paste into another field or program.
	Web Forms	[Stratus ONLY] Create a session-related form the client can fill out online. See also: Web Forms
	View All Notes	Show all notes related to the session. This consolidated view displays all notes from the client, invoices, sessions, communications, and tasks.
	Upload Contract	Select a contract for this session. The contract will be uploaded to InSpiredByYou during the next InSpired data sync. Create contracts by using the Form Letter Builder on the Tools menu. See also: Form Letter Builder, Using InSpiredByYou with Spectra and Setting up Contracts for Stratus.
	View Contract	View the contract that has been selected for this session. When viewing the contract you will also have options to cancel, print, or email it.
	Cancel Contract	Cancel a contract for this session.

Attachments Tab #

Icon	Name	Description
	Attach File	Attach files to the session 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 session’s attachments.

Action Tab
#

Icon	Name	Description
	Import Images	Combine copying images, creating previews, archiving, and adding metadata in one convenient process. See also: Capturing Images
	Group Capture	Import a number of sessions at once, like in a school class picture day. See also: Group Capture
	Render Proof Images	Apply any changes you’ve made to the images during the import process or in sales presentation preparation and create images from those settings. See also: Rendering Images
	Send Images to Lab	See also: Sending Images to a Lab
	Deliver Electronically	Select one or more images or a folder of images to be delivered electronically to the client. The software will compress the files into a single zip file and upload it to your Stratus Drive. You can then share the link with the client. See also: Electronic Delivery
	Archive Images	See also: Archiving Images
	Delete Images	See also: Deleting Images
	Open Folder	View local image folders.
	Sync Folders	Sync one or more session image folders with your Stratus Drive. See also: Syncing Images to Stratus Drive
	Capture Software	If you have capture software set up in this computer’s Workstation Preferences > Digital tab, you can use this button to launch that software. See also: Workstation Preferences – Digital
	New Album	(* Spectra Only) Add a new album to this session for upload to InSpiredByYou. You will be able to enter a description, select a status, and browse to the folder containing the album pages. See also: Using InSpiredByYou
	Start Presentation	Start a sales presentation for the session. See also: Sales Presentation
	Start Slideshow	Play the session slideshow. See also: Sales Presentation
	Change Slideshow Settings	Adjust the slideshow settings before starting the slideshow. See also: Sales Presentation

Online Tab #

Icon	Name	Description
InSpiredByYou Group
	Reset Login	If the client has changed their default password and then forgotten it, use this button to reset it. You won’t be able to see the password they selected, but this will reset the password back to their last name (default). (Spectra Only)
	Login to Site	View the client’s InSpiredByYou.com site.
	Extend Expiration Date	Extend the expiration date of a previously uploaded session. Simply choose the desired date and click OK. Another window will open indicating whether or not the change was successfully synced to the website. Tip: If you want to take the session down, set the expire date to today. The session will then show up on the Web Services panel on your Spectra Home page as a session ready to expire. (Spectra Only)
	Upload Images	Upload images from this session to InSpiredByYou.com using the InSpired Session Uploader. (Spectra Only) For Stratus users, please see Syncing Session Images

Also see:
Creating Web Forms for Clients
Syncing Images to Stratus Drive
Electronic Delivery