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 > Using Client Status Triggers
Using Client Status Triggers

Client Status Triggers

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

For each client status you can also set up various triggers to automatically send emails and SMS text messages, print letters, generate phone calls, or create tasks based on the client status due date or on their birthday or anniversary date. See the Client Status Triggers  and Triggers topics for more information.




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 Due Date
Loyalty Rewards
Adding Family Members
Finding a Family Member
Adding Clients to a Marketing Plan
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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