How to look up an order?

• Invoices Hub > Search for the client. OR open the client record > invoices tab.

  How to create a customer service ticket?

• First create your different types of customer service ticket categories and their statuses. That way you know what type of tickets are being reported, and what is the status of each.
  • To setup the different types of tickets go to Maintenance > Task > Task Types. You can be as specific or generic as you want.
  • To setup the different statuses for those types, go to Maintenance > Task > Task Statuses
• To create the actual ticket, open the client, session, or invoice that is reporting the problem. Then click New Task on the ribbon (top right of the record).

How to send a mass email?

The Communication Wizard is the best tool to send a mass email. This can be done at Tools > Communication Wizard. Before you can send a mass email, you will need to setup your email preferences first. Maintenance > General > Email. Then you will need to setup the actual email you want to bulk send. Tools > Design Tools > HTML Email Builder. To learn more about setting up emailing, check out this page: Spectra/myStratus Desktop | Setting up Email (studioplussoftware.com)

How to set up automated communications?

The triggers feature is the main place to setup automated communications based on dates, statuses, or other trigger events. They can be used for marketing, reminders, customer service tickets, and other forms of communications. Triggers can be setup at Maintenance > General > Triggers. To learn more about Triggers, check out this page: Spectra/myStratus Desktop | What are Triggers? (studioplussoftware.com)

How to create a promotional item?

Promotional items are a great way to incentivize customers to purchase more. myStratus has a very robust tool to create your own promotions. To create a promotional item, go to Maintenance > Price List > Price Lists. Select the Price List and Group that you want to create this item in. Then click new Price List Item in the tool bar. The key to creating a promotional item is to set the Item Type to Promotional Item. Now you can use the new Promotions tab to set the details of this item. To learn more about Promotions Items, check out this page: Spectra/myStratus Desktop | Creating a Coupon or Promotion (studioplussoftware.com)

How do I mass advance a group of session statuses?

To advance the status of a group of sessions, go to the session’s hub. Do a search to pull up the group of sessions that you want. Highlight them all by single clicking the first session > hold the shift key > single clicking the last one. With them all highlighted, click the Advance Status button on the tool bar.

This can also be done for any record in the software. From the client’s hub you can bulk advance client statuses. From the task’s hub, you can bulk advance task statuses. Etc.

How to create a webform for my website or to send it to a school?

Maintenance > Web Forms > Webforms. To learn more check out this page: Spectra/myStratus Desktop | Introduction to Web Forms (studioplussoftware.com)

How to have a calendar for my photographers?

First create a calendar to be used as the master calendar for photographers. We recommend setting up a user for this. Maintenance > General > Users. You can also setup a Google Calendar sync when you create the user. Then whenever you book an internal appointment or session for your picture day, set the assistant to be this user. You can still set the photographer to whomever, but by having the assistant set to your master calendar user, it will show up on the master calendar.

It’s recommended to create a session record on the school client record for your own internal use. That way only one session is showing up for this booking on your master calendar. If you set the assistant on each of the student’s sessions, you will have hundreds of sessions showing on your master calendar.

How to print a job sheet for photographers?

First create a session record on your school client record. Make sure to enter all the information you need for your photographers. Then create a job sheet form letter that you can print or email. Feel free to use the default Photographer Job Sheet Form Letter in your database. To create a job sheet, go to Tools > Design Tools > Form Letter Builder. To print off a single job sheet, open the session record > Communications tab of the ribbon > Print drop down > Form Letter > your job sheet. To print off a group of job sheets, go to Tools > Communication Wizard. To set up an automatic printing every day, create a trigger to print the job sheet, Maintenance > General > Triggers.