Trigger Types

AppointmentType Triggers help you automate your client communication by triggering emails or SMS texts to be sent to the customer, letters to be printed, phone call reminders to be generated, or tasks to be assigned based on the appointment date or the booked date. Note: Recurring Appointments will not be included in triggers.

• Appointment Date – With this option, the trigger is based on the scheduled appointment date. Select On Appointment Date or enter the number of days before or after the appointment date.

• Appointment Booked Date – With this option, the trigger is based on the date the appointment was booked. Select On Appointment Booked Date or enter the number of days after the booked date.

AppointmentType and Status Triggers help you automate your client communication by triggering emails or SMS texts to be sent to the customer, letters to be printed, phone call reminders to be generated, or tasks to be assigned based on the appointment status. Since appointment statuses are sorted by appointment types, use the Appointment Status drop down to select which appointment type and status to use with each trigger. Note: Recurring Appointments will not be included in triggers. See also:Appointment Statuses

• Status Due Date – With this option, the trigger can be based on the date an appointment is changed to this status, or a date that is “x” number of days before or after the status due date.

Use Client Status Triggers to have Spectra/Stratus Desktop automatically create tasks, web forms, or initiate a variety of communications based on the client status due date, as well as on the client’s (or family member’s) birthday or anniversary date. See also: Client Statuses

• Status Due Date – With this option, the trigger can be based on the date a client is changed to this status, or a date that is “x” number of days before or after the status due date.

• Birthday Date – With this option, the trigger is based on the birthday of the client or their family members. Select On Birthday Date or enter the number of days before or after the birthday date.

• Anniversary Date – With this option, the trigger is based on the client’s anniversary date. Select On Anniversary Date or enter the number of days before or after the anniversary date.

Use Invoice Status Triggers to have the software automatically create tasks or initiate a variety of communications based on a payment due date, invoice status due date, or when an invoice status changed.

• Status Due Date – With this option, the trigger can be based on the date an invoice is changed to this status, or a date that is “x” number of days before or after the status due date.

• Payment Due Date – With this option, the trigger is based on the payment due date. Select On Payment Due Date or enter the number of days before or after the payment due date.

Use Production Status Triggers to have the software automatically create tasks or a variety of communications based on the production order status due date or the date a production order status is changed.

• On Change to Status – With this option, the trigger can be based on the date a production order is changed to this status.

• Status Due Date – With this option, the trigger can be based on the date a production order is due, or a date that is “x” number of days before or after the status due date.

Use Preproduction Status Triggers to have the software automatically create tasks or a variety of communications based on the preproduction order status due date or the date a preproduction order status is changed.

• On Change to Status – With this option, the trigger can be based on the date a preproduction order is changed to this status.

• Status Due Date – With this option, the trigger can be based on the date a preproduction order is due, or a date that is “x” number of days before or after the status due date.

Use Session Status Triggers to have the software automatically create tasks, web forms, or initiate a variety of communications based on the primary session date, the session status due date, or the date a session status is changed. Before setting up session status triggers, make sure you’ve set up your session statuses. To learn more about session statuses, refer to the Session Statuses topic.

• Status Due Date – With this option, the trigger can be based on the date a session is changed to this status, or a date that is “x” number of days before or after the status due date.

• Primary Session Date – With this option, the trigger is based on the primary session date. Select On Session Date or enter the number of days before or after the primary session date.

• Net Promoter Score receipt date – With this option, the trigger will send upon receiving a Net Promoter rating from a client or “x” number of days after receiving the Net Promoter rating. See also: Net Promoter Scores.

Use Session Type Triggers to have the software automatically create tasks, web forms, or initiate a variety of communications based on the primary session date, or the date a session was created. These triggers can vary based on the type of session. For example, a wedding session may require a different type of response than a baby session. See also: Session Types.

• Session Create Date – With this option, the trigger is based on the date a session was created. Select On Session Create Date or enter a number of days after the date the session was created.

• Primary Session Date – With this option, the trigger is based on the primary session date. Select On Session Date or enter the number of days before or after the primary session date.

• Net Promoter Score receipt date – With this option, the trigger will send upon receiving a Net Promoter rating from a client or “x” number of days after receiving the Net Promoter rating. See also: Net Promoter Scores.

Task Status Triggers can automatically create additional tasks or initiate a variety of communications based on the task start, due, or complete date, as well as on the status due date.

• Status Due Date – With this option, the trigger can be based on the date a task is changed to this status, or a date that is “x” number of days before or after the status due date.

• Task Due Date – With this option, the trigger is based on the task due date. Select On Task Due Date or enter the number of days before or after the due date.

• Task Start Date – With this option, the trigger is based on the task start date. Select On Task Start Date or enter the number of days before or after the start date.

• Task Complete Date – With this option, the trigger is based on the task complete date. Select On Task Complete Date or enter the number of days before or after the complete date.

Use Task Type Triggers to have the software automatically create additional tasks or initiate a variety of communications based on the task start, due date, or complete date.

• Task Due Date – With this option, the trigger is based on the task due date. Select On Task Due Date or enter the number of days before or after the due date.

• Task Start Date – With this option, the trigger is based on the task start date. Select On Task Start Date or enter the number of days before or after the start date.

• Task Complete Date – With this option, the trigger is based on the task complete date. Select On Task Complete Date or enter the number of days before or after the complete date.

Use SMS Records to have the software automatically create additional tasks or initiate a variety of communications based on the task start, due date, or complete date.

• SMS Keywords for Incoming SMS allows typing in a word that when a client texts the studio using this keyword, you want to ensure a user knows about that text. The keyword creates either a call or task, or sends the client some type of reply.  The word used is at your discretion.