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Adding Resources to the Calendar

Create and maintain a list of all the resources within your studio that you need to schedule or track on the calendar. Resources may include rooms, equipment, vehicles, etc. Note: Although you may have entered some of your resources in the Preferences Wizard when you set up Stratus, there are more options to choose from in the Resources Maintenance list. Follow these steps to add additional details to the resources you've already created, as well as to add new ones. See also: Setting up Stratus with the Preferences Wizard

Follow these steps to modify or add resources to your calendar:
  1. Go to Maintenance > Appointment > Resources to open your list of resources.

  2. Click New on the ribbon to create a resource, or click Edit in the Details column to modify one.

  3. Complete the following fields:

    • Resource - Enter the name of the resource.

    • Address - [Optional]

    • Sort Order - Enter the order you want this resource to appear in any drop-down lists throughout Stratus.

      Whenever you need to create a sort order in Stratus, skip a few numbers between each one (i.e., use 2-4-6-8 or 5-10-15-20). This will leave you space to add another entry without reordering the entire list!
    • Show on Calendar - Check this option if this resource should be scheduled on the calendar.

    • Auto-Select On Calendar Check this box if this resource should automatically be selected whenever the calendar is opened.

    • Print on Session Confirmation - Check this option if you want the resource information to appear on session confirmations you provide to the client and/or the photographer.

  4. When finished, click OK to save your resource.

  5. To maintain your resource list, you may also want to:

    • Make a Resource Inactive - Make a resource inactive by checking the Inactive box.

    • Delete a Resource - Highlight the resource and click Delete on the ribbon.

    • Rearrange the List - Highlight a resource and use the Move Up and Move Down tools on the ribbon.

    • Hide Inactive Resources - Click Hide Inactive on the ribbon to hide (or reveal) any inactive resources.

    • Print the List - Click Print on the ribbon to generate a printed report of your resources.

    • Export the List to Excel - Click Export to Excel to export an Excel file that you can download.

  6. Close the resource list when finished.

See also

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