Online Payment Portal!

Note: This feature is available in the U.S. only and requires a TSYS account

An Online Payment Portal, the most requested feature on our User Voice forum, has arrived for myStratus Users! This new feature allows you to email clients a link to view their invoices online in our mobile-friendly portal and pay their outstanding balances instantly.

Three new merge fields are available in the HTML Email Builder called Client Online Pay URL, Invoice Online Pay URL, and Payment Online Pay URL to include in your emails for clients. Each merge field will take the client either to the overall portal, a specific invoice, or a pending payment, respectively.

To set a default email, new options are available in the Company Preferences > Invoicing tab.

This email can be sent annually via an option in the ribbon of client and invoice records, or it can be set to automatically send via triggers.

+ Learn more about Online Payments

You can now process Credit Cards using the myStratus Mobile app and TSYS’s Genius Mini Device.

Activate this integration at Maintenance > Preferences > Company Preferences > Credit Cards tab. Then, simply set up the Genius Mini on the same mobile device running your myStratus Mobile App.

Choose to process credit cards directly from the main screen or via the client or session record in the app.

+ Learn more about Credit Card Processing - Mobile App

Net Promoter Score®, or NPS®, measures customer experience and predicts business growth! This proven metric has transformed the business world and now provides the core measurement for customer relationship management (CRM) programs worldwide. An NPS score uses the answer to a key question, using a 0-10 scale: How likely is it that you would recommend [Your Company Name] to a friend or colleague?

You can now use myStratus to gather this valuable key measurement of your customers’ overall perception of your company, and because NPS is a leading indicator of your future growth, you’ll quickly find it to be one of the most valuable tools in myStratus!

A new merge field has been added to the HTML Email Builder to automatically insert this survey in an email to your client. It can be found at Insert Data Field > Special Field > NPS Rating Bar.

Once a client answers, they’ll be re-directed online where they can also provide additional feedback.

All NPS ratings are viewable from the respective client and session records on the Online tabs. An exclusion has also been added to Triggers to bypass a record if the NPS score has already been set.

+ Learn more about Net Promoter Scores

Additional Pricing Applies

A new add-on is available to myStratus users called myStratus Maps! We’ve integrated with Bing Maps to give you a look at the big picture for where your clients are located.

With this add-on, new options are available in the ribbon of all hubs to view a Heat Map, Address Map, or Zip Code Cluster Map of the clients showing in the hub.

+ Learn More about myStratus Maps

+ View myStratus Maps Pricings

Every year, we try to introduce new features to our myStratus online booking portal to make it even more accessible!

Now clients can enter your promotion codes online. Follow these steps to associate a Promo Code with your Online Booking:

1. Create a Promotional Price List Item for the Promotion at Maintenance > Price List > Price List
2. The Item Identifier field is the equivalent of the Promo Code clients will enter online
3. Visit the appropriate Session Type at Maintenance > Session > Session Types.
4. On the Online Booking 2 tab, select which Promotional Items you want available online.
5. During the Online Booking process, clients can now enter the promo code given to get their discount.

Session and Appointment Types also have their own links to skip the Session Selection page online. Visit the Session Type you want available at Maintenance > Session > Session Types. On the Online Booking tab, select “Copy Online Booking URL” to get the necessary URL.

This URL is also available in HTML emails and Form Letters at Insert > Data Fields > Online Booking.

+ Learn more about Online Booking

+ Learn more about Online Booking Promo Codes

Invoicing is now accessible as a Web Form Type in myStratus! When creating a new Web Form at Maintenance > Web Form > Web Forms, an option is now available to use information based on Invoices.

+ Learn more about Web Forms

New automation features have been added to myStratus to allow you to automatically create and email/text a web form to your client when a payment plan has been created to allow them to confirm their details.

These options can be found at Maintenance > Preferences > Company Preferences > Invoicing tab.

+ Learn more about Payment Plans

Client Marketing Checkboxes!

Marketing no longer follows an “Opt. Out” mindset; instead, your clients are offered ways to “Opt. In”. New settings located at Maintenance > Preferences > Company Preferences > Clients tab allow you to set which fields should default as checked.

The previous “Do Not Market” and “Do Not Call” checkboxes have been removed from client records.

“But what about my existing clients?”

Not to worry! The 2019 upgrade automatically takes your previous “Do Not Market” settings and translates them to match our new “Allow Marketing” options.

+ Learn more about Client References

+ Learn more about Company Preferences – Clients

The software now has the capability to generate a completely random number to a newly created gift certificate – on top of its past ability to assign a sequential number.

You can also set the software to automatically send an email to the client when they initially pay for their Gift Certificate. This HTML email can include all necessary merge fields, including the Gift Certificate Number and Expiration Date.

These options can both be found on the Miscellaneous tab of the Price List Item Maintenance screen.

+ Learn more about Gift Certificates