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Stratus Hubs
The hub menu at the top of your screen is how you move from hub to hub, kind of like tabs in a browser.
Moving to another hub doesn't close the hub you've been using - all the information remains as you left it.
The Calendar and Workflow hubs are unique in their design and function, but the remaining hubs (Clients, Sessions, Invoices, Calls, Messages, and Tasks) are very similar to one another, providing you with lists of records you can sort, export, customize, and so on.
Take a look below to get a feel for the hubs in myStratus Web. Below each screen shot is a list of helpful topics for the hub.
Workflow Overview - This overview topic describes how the digital workflow stages are set up in myStratus Web.
Workflow Hub - This reference topic describes how to use the Workflow hub to track the status of your sessions.
Workflow How To's - These how to's give you step-by-step instructions for uploading images, cropping images, ranking images, and more.
Scheduling Overview - Find out how the calendar and Scheduling Wizard simplify your booking process and learn the important difference between sessions and appointments.
Calendar Overview - This overview topic describes the basics of using the calendar to view one or more schedules.
Calendar Ribbon - This reference topic describes each tool on the calendar ribbon.
Calendar How To's - The how to's give step-by-step instructions for scheduling events, adding additional schedules to the calendar, Google syncing, and more.
Customizing the Calendar - Find out how to customize the calendar by changing event colors and descriptions, modifying your open/close hours, adding holidays, and more.
Clients Overview - This overview topic describes the basics.
Clients Hub - This reference topic describes how to use the Clients hub to find and organize your clients and prospects.
Client Ribbon - This reference topic describes each tool on the client ribbon.
Client Reference - This reference topic gives a detailed description of each field/feature on a client record.
Client How To's - The how to's give step-by-step instructions for creating, finding, and importing clients along with using referrals, lead sources, client groups, and more.
Customizing Clients - Find out how to customize the client record.
Sessions Hub - This reference topic describes how to use the Sessions hub to find and organize your sessions.
Session Ribbon and Appointment Ribbon - These reference topics describe each tool on the session and appointment ribbons.
Session Reference and Appointment Reference - These reference topics give a detailed description of each field/feature on session and appointment records.
Session and Appointment How To's - The how to's give step-by-step instructions for booking and tracking sessions and appointments.
Invoicing Overview - This overview topic will help you understand some of the important invoicing concepts you'll see in myStratus, such as the various kinds of invoices you can use and the difference between the six invoice types. It also describes the setup required before you begin invoicing, such as your price list and sales tax.
Invoices Hub - This reference topic describes how to use the Invoices hub to find and organize your invoices.
Invoice Ribbon - This reference topic describes each tool on the invoice ribbon.
Invoice Reference - This reference topic gives a detailed description of each field/feature on an invoice record.
Invoice How To's - The how to's give step-by-step instructions for creating invoices, quick sales, estimates, refunds and more.
Customizing Invoices - Find out how to customize your invoice terms, set up sales tax and create your own set of invoice classifications.
Communication Overview - This overview topic describes the required and optional setup for each of the communication tools in myStratus, including phone calls, emails, and SMS text messages.
Calls Hub - This reference topic describes how to use the Calls hub to find and organize your phone calls.
Phone Call Ribbon - This reference topic describes each tool on the phone call ribbon.
Phone Call Reference - This reference topic gives a detailed description of each field/feature on a call record.
Call How To's - The how to's give step-by-step instructions for creating and tracking phone calls.
Messages Hub - This reference topic describes how to use the Messages hub to find and organize your email and SMS text messages.
Email Ribbon and SMS Ribbon - These reference topics describe each tool on the email and SMS ribbons.
Email Reference and SMS Reference - These reference topics give a detailed description of each field/feature on email and SMS records.
Email How To's and Text Messaging How To's - The how to's give step-by-step instructions for setting up and using the email and SMS text messaging features in myStratus.
Tasks Overview - This overview topic describes some of the key task features.
Tasks Hub - This reference topic describes how to use the Tasks hub to find and organize your company's tasks.
Task Ribbon - This reference topic describes each tool on the task ribbon.
Task Reference - This reference topic gives a detailed description of each field/feature on a task record.
Task How To's - The how to's give step-by-step instructions for creating, assigning, and linking tasks, as well as how to use task types and task statuses.