PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client How To's > Adding Clients to a Marketing Plan
Adding Clients to a Marketing Plan

    
NOTE: This feature is available in the Standard, Professional, and Enterprise versions of both Spectra and myStratus Desktop.


  1. Open a client and click the Marketing tab. This tab lists all available marketing plans in the left panel and all the plans the client belongs to in the right panel.  Note: To set up your list of marketing plans, go to Maintenance > Client > Marketing Plans. See also: Marketing Plans

  2. To add a marketing plan, simply highlight the plan on the left and click the right arrow ">" button to move it to the active list.

  3. To remove a client from a marketing plan, just highlight the plan on the right and click the left arrow "<" to move it back to the inactive side.

  4. Save the client record when finished.




See also
Creating a Client
Creating a Client from a Family Member
Client's Summary: YTD totals explained
Deleting a Single Client
Deleting a Group of Clients
Exporting Clients
Finding a Client
Importing Clients
Handling Duplicate Clients
Communicating with a Client
Merging Two Clients
Attaching a File
Net Promoter Scores (NPS) (myStratus Only)
Using Client Groups
Adding Clients to a Group
Removing Clients from a Group
Using Lead Sources
Using Client Status Triggers
Using Client Status Due Date
Loyalty Rewards
Adding Family Members
Finding a Family Member
Choosing the Client Image
Setting up the Client Number System
Printing a Client Profile
Printing a Client List
Tracking Referrals
FAQ - How to track sports teams
FAQ - Membership Plans


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