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Welcome
Getting Started
Getting Started Checklist
myStratus Web Features
Stratus Walk-Through Video
Setting up myStratus with the Preferences Wizard
Getting Around
Navigating Stratus Video
Home Page Overview
Customizing the Home Page
Stratus Hubs
myStratus Desktop
Desktop App Overview
Getting Started with the Desktop App
myStratus Menus
File Menu
Maintenance Menu
Company Preferences
User Preferences
Workstation Preferences
InSpiredByYou Preferences
Utilities Menu
Tools Menu
Reports Menu
Help Menu
Basic How To's
Changing our Company Information
Customizing the Invoice and Report Headers
Checking our Time Zone and Regional Settings
Importing our Company Logo
Google Syncing
Setting up Departments
Setting up Users
Setting up Security
Time Clock
Custom Labels
Postal Codes
Exporting myStratus Data
Calendar
Calendar Overview
Calendar Ribbon
Calendar How To's
Rescheduling an Event
Deleting an Event
Changing the Calendar View
Viewing Multiple Schedules
Adding Resources to the Calendar
Adding Users to the Calendar
Customizing the Calendar
Changing Event Descriptions
Changing the Colors
Open and Close Hours
Days of the Work Week
Holidays and Special Events
Clients
Clients Overview
Clients Hub
Client Reference
Client Ribbon
Client How To's
Creating a Client
Importing Clients
Exporting a Client List
Finding a Client
Deleting a Client
Communicating with a Client
Checking for Duplicates
Using Client Groups
Using Lead Sources
Tracking Referrals
Using Client Statuses
Using Client Status Reasons
Adding Family Members
Choosing the Client Image
Setting up the Client Numbering System
Customizing Clients
Family Member Relationships
Phone Number Labels
Hiding Tabs
Start with Client's First/Last Name
Communication
Communication Overview
Phone Calls
Calls Hub
Phone Call Ribbon
Phone Call Reference
Call How To's
Scheduling a Call
Using Completed Calls
Assigning a Call
Marking a Call Complete
Using Phone Call Types
Email and SMS Text Messages
Messages Hub
Email Ribbon
Email Reference
SMS Ribbon
SMS Reference
Email How To's
Setting up Email
Sending Email
Receiving Email
Linking an Email
Using Completed Emails
Using Email Types
Using Email Statuses
Creating an Email Template
Text Messaging How To's
SMS Text Messaging Video
Setting up SMS Text Messaging
Sending Text Messages
Receiving Text Messages
Creating an SMS Template
Managing Your Messaging Plan
Digital Workflow
Workflow Overview
Workflow Hub
Workflow How To's
Uploading Images
Ranking Images
Cropping Images
Sorting Images
InSpiredByYou
InSpiredByYou Quick Start Videos
InSpired How To's
Setting up the InSpired Integration
Syncing Stratus and InSpired
Publishing Images to InSpired
Selling Products Online
Tracking Online Orders
Offering an Online Promotion
Uploading Prepaid Orders to InSpired
Processing Credit Cards through InSpired
Uploading an Animoto Video to InSpired
Using InSpired for Contracts
Automating InSpired Uploads
Linking to InSpired from my Website
Extending or Expiring an InSpired Session
Resetting a Client Password
Taking Down an InSpired Session
Changing the Appearance of InSpiredByYou
Changing the Client Options
Changing the Default Client Login
Setting up Shipping Methods
Watermarking Images
Invoices and Payments
Invoicing Overview
Invoices Hub
Invoice Ribbon
Invoice Reference
Payment Ribbon
Payment Reference
Invoice How To's
Creating a Session Invoice
Creating an Estimate
Creating a Client Invoice
Creating a Quick Sale Invoice
Discounting an Invoice
Finding an Invoice
Deleting an Invoice
Changing an Estimate to an Invoice
Using Invoice Statuses
Printing or Emailing an Invoice or Estimate
Customizing Invoices
Sales Tax Settings
Invoice Terms
Invoice Classifications
Payment How To's
Creating a Payment
Creating a Refund
Customer Deposits
Setting Up Credit Card Processing
Processing Credit Cards through Stratus
Setting up Payment Methods
Printing or Emailing a Receipt
Mobile App
Mobile App Overview
Getting Started with the Mobile App
Mobile App How To's
Navigating the Mobile App
Clients on the Mobile App
Scheduling with the Mobile App
Processing Credit Cards in the Mobile App
Communicating with the Mobile App
Tasks on the Mobile App
Authorizing and Deactivating Mobile Devices
Price List
Price List Overview
Price List Ribbons
Price List Reference
About Item Types
Price List How To's
Setting up a Price List
Importing a Price List
Creating a Package
Setting up Vendors
Creating a Coupon or Promotion
Reports
Accounts Receivable Aging Report
Customer Deposit Reconciliation Report
Time Sheet Report
Client Lists and Labels
Session List
Invoice List
Payment List
Price List
Sessions and Appointments
Scheduling Overview
Sessions Hub
Session Reference
Session Ribbon
Appointment Ribbon
Appointment Reference
Help! Should I create a session or appointment?
Session and Appointment How To's
Scheduling a Session
Finding a Session
Finding an Appointment
Creating a Session Confirmation
Printing a Photographer Confirmation
Handling Scheduling Conflicts
Using Session Types
Using Appointment Types
Setting up Session and Appointment Defaults
Using Session Statuses
Setting up the Session Numbering System
Setting up Outside Locations
Importing Images into a Session
Adding Participants
Rescheduling a Session
Using Session Reminders
Confirming a Session
Using the Scheduling Wizard
Scheduling a Session with the Scheduling Wizard
Scheduling an Appointment with the Scheduling Wizard
Tasks
Tasks Overview
Tasks Hub
Task Ribbon
Task Reference
Task How To's
Creating a Task
Assigning a Task
Linking a Task to a Client
Using Task Types
Using Task Statuses
Web Forms
Designing Web Forms
:
Index
Bookmark
Print
Edit Page
Publish Draft
Delete Draft
Compare Draft
Edit Header
Home
>
myStratus Menus
>
File Menu
File Menu
Menu Item
Description
New > Appointment/Session
See also:
Scheduling a Session with the Scheduling Wizard
,
Scheduling an Appointment with the Scheduling Wizard
New > Client
See also:
Creating a Client
New > Quick Sale
See also:
Creating a Quick Sale Invoice
New > Task
See also:
Creating a Task
Client Search
See also:
Finding a Client
Session Search
See also:
Finding a Session
Time Clock
See also:
Time Clock
Change Password
See also:
Setting up Users
See also
Maintenance Menu
Company Preferences
User Preferences
Workstation Preferences
InSpiredByYou Preferences
Utilities Menu
Tools Menu
Reports Menu
Help Menu
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StudioPlus Software
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