Spectra/myStratus Desktop | Checklist for Setting up InspiredByYou

Welcome
myStratus API and Zapier Integration
Lab Integration
- Getting Started with Lab Integration
- Enabling Lab Integration
- Production Statuses for Lab Integration
- Price List for Lab Integration
InspiredByYou.com 2.0
- Overview
- Features
- Existing Users - Upgrading Process
  - Transitioning to InspiredByYou 2
  - Additional Set-up
- New Users - Setting up InspiredByYou
- FAQ's: InspiredByYou.com 2.0
Getting Started
- Overview
- Getting Help
- myStratus
- Best Performance Practices
- Basic Setup How To's
Getting Around the Software
- Navigating Spectra Video
- Home Page Overview
- FAQ: How to read Today's Snapshot
- Customizing the Home Page
- Notification Center
- Company Shortcuts
- FAQ - Alphabetized List of All our FAQ's
Menus
- File Menu
- Go Menu
- Maintenance Menu
- Utilities Menu
- Tools Menu
- Reports Menu
- Help Menu
Accounting
- Accounting Overview
- Setting up the Accounting Link - NEW to 2021 - QuickBooks Online
- Using the Accounting Link
- End of Day Wizard
- Cash Reconciliation
- FAQ - Unlocking Posted Invoices
- FAQ - Reconciling with QuickBooks Desktop
Advanced Features (Tools)
- Filters
- Triggers
- Triggers - 2016 and Older
- Wizard Builder
Appointments & Sessions
- Scheduling Overview
- Help! Should I create an appointment or session?
- Using the Scheduling Wizard
- Appointments
- Sessions
Calendar
- Calendar Overview
- Calendar How To's
- Customizing the Calendar
Clients
- Clients Overview
- Client Reference
- Client Ribbon
- Clients Hub
- Client Wizard
- Client How To's
- Customizing Clients
- Client Maintenance
- Client Referral Programs
Communication
- Communication Overview
- Messages Hub
- Communication Wizard
- Managing Scheduled Communication Jobs
- Form Letter Builder
- HTML Email Builder
- FAQ - Header / Footers Printing on HTML Letters
- FAQ - HTML Emails vs. Email Form Letters
- FAQ: How to export SendGrid HTML Emails and use them in Stratus
- Communication Maintenance
- Email
- Phone Calls
Control Center
- The Control Center
- Control Center Logs
Credit Card Processing
- Credit Card Processing Overview
- TSYS (Cayan) Credit Card Processing (US)
- Genius Credit Card Terminals (US)
- eWAY Credit Card Processing (AU NZ)
- Global Payments Credit Card Processing (UK, EU, Canada)
Dashboard
- Dashboard Overview
- Dashboard Examples
- Performance Panels
- Dashboard Reports
- Reading your Dashboard
- Arranging your Dashboard
- FAQ: How to Delete a Dashboard Report
- Setting up Budgets
Data Management
- Spectra Database Utility
- myStratus Database Utility
- Internet Update Utility - Spectra 2014 or older
- Maintaining your Spectra Database
- Database Backup Best Practices
- Updates and Upgrades
- FAQ - Upgrading to Spectra SQL
- FAQ - myStratus Firewall
Digital Workflow
- Digital Workflow Overview
- Workflow Ribbon
- Workflow Hub
- Digital Workflow Reference Guide
- Digital Template Builder Overview
- Printing Workflow
- Workflow How To's
- Digital Integrations
- Digital Maintenance
Hubs
- Hub Overview
- Customizing the Hubs
InSpiredByYou.com 1.0 (Spectra only)
- Setting up InSpiredByYou
- Synchronizing InSpiredByYou
- Using InSpiredByYou
- Tips for Managing InSpiredByYou
- Contracts - SPECTRA only - IBY 1.0
- Client Album Statuses
- FAQ - Finding InSpired Orders in Spectra
Invoices
- Invoicing Overview
- Invoicing Setup
- Invoices Hub
- Invoice Reference
- Invoice Ribbon
- Features of the Invoice Line Item Detail Screen
- Invoice Wizard
- Invoice How To's
- Invoice Maintenance
Mobile Devices
- MyStratus Mobile App (Stratus ONLY)
- Google Syncing
Online Booking (myStratus ONLY)
- Getting Started with Online Booking
- Online Booking Overview
- Online Booking Set Up
- Online Booking Set up - Session and Appointment Types
- Online Booking Set up - Time Slots
- Online Booking Set up - Additional Features
- Online Booking Promotions
- Online Booking for Organizations
- FAQs - Online Booking
Payments and Refunds
- Features of Payment and Refund Records
- Payment Wizard
- Payment How To's
Price List
- Price List Overview
- Price List Reference
- Price List Ribbons
- About Item Types
- Creating a Coupon or Promotion
- Creating a Package
- Inventory
- Advanced Pricing
- Unit Pricing
- Importing a Price List
- Price List View Options
- Price List Maintenance
Production
- Production Overview
- Production Hub
- Production Order Reference
- Production Order Ribbon
- Preproduction Order Reference
- Preproduction Order Ribbon
- Production How To's
- Production Maintenance
Reports
- Sales Tax Report
- Account Receivable Aging Report
- Customer Deposit Reconciliation Report
- Print Group of Invoices Report
- Order Status Report
- Pictorial Directory - Deprecated 2018
- Time Sheet
- Employee Commissions Report
- Inventory Quantity On-Hand
- Client Referral Report
- Lists and Labels
- Organization Reports
- Gift Certificate Reports
  - Gift Certificate Activity
  - Gift Certificates Outstanding
- Loyalty Rewards Reports
  - Loyalty Rewards Activity
  - Loyalty Rewards Outstanding
- Analysis Reports
- Custom Reports
- Dashboard Reports
- Saved Reports and Report Subscriptions - NEW 2020!
StudioPlus Finale
- StudioPlus Finale Overview
- Setting up Render Jobs
- Finale Ribbon
- Finale Settings
- Using Finale
- Tasks
Users and Security
- Audit Trail Logs
- Data Entry Validation
- GDPR Practices (EU)
- FAQ: How to add Allow Marketing flags
- Time Clock
- FAQ: How to fix overlapping Clock in's
- FAQs - Ex-Employees
- Setting up Users
- Setting up Departments
- Setting up Security
- Security Settings
Web Forms (myStratus ONLY)
- Introduction to Web Forms
- 1. Web Forms Preferences
- 2. Building Web Forms
- 3. Creating Web Forms for Clients
- 4. Accessing Web Forms
- Web Form Statuses
- Bulk Create Web Forms
Optional Add-Ons
- Perfectly Clear Plug-in
- myStratus Maps
- DataSafe (Spectra only) - Depreciated 2023
  - Getting Started with DataSafe
  - Troubleshooting DataSafe Setup
- StudioPlus Mail
- OnLocation - Depreciated 2023
  - Getting Started with OnLocation - Depreciated 2023
  - Tips for using OnLocation - Depreciated 2023
- SMS Text Messages
- How to flag many clients SMS texts boxes
Appendices
- End User License Agreement
- StudioPlus Mail TOU