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High Volume Cheat Sheet
High Volume Using the Software
You have two ways to do most things. The manual way and the automatic way. Both are important. The automatic way is great to get everything done quickly. The manual way is for the inevitable exceptions that happen. You need to be able to enter a single client record for those students that miss picture day. Or you will need to be able to import images for a single client when a student has a reshoot.
Just remember, each student needs a client record, a session record, images imported, and images uploaded before they can login or you can place orders.
1 - Client Record (Automatic):
Utilities > Client Import.
This tool will help you import in a group of client records from an excel file. Just remember to assign them to an Organization field. For more information about importing clients using the Client Import Wizard, check out this help page: Spectra/myStratus Desktop | Importing Clients (studioplussoftware.com)
1 - Client Record (Manual):
CTRL+ N
To create a client record, click New Client on the toolbar of the Client’s Hub. Or Ctrl + N for the hotkey. Make sure to set the school on the Organization tab. For more information about creating client records, check out this help page: Spectra/myStratus Desktop | Creating a Client (studioplussoftware.com)
2 - Book Session Records (Automatic – Booked Online)
If you setup Online Booking, then you are good to go! Let the bookings pour in!
2 - Book Session Records (Automatic – Bulk Scheduling Wizard)
Tools > Bulk Scheduling Wizard
You can bulk schedule sessions for your students. Then email them their date and time. You can also use this combined with Online Booking to give your students the ability to reschedule online. The bulk scheduling wizard allows you to choose the duration of sessions and time frame.
If the individual session times do not matter or you just need to create a session record, then we recommend that you book them all on the day you took their pictures. That way the session date matches the day you took their pictures. You are simply creating a session record for them. However, the software requires a time for the sessions. This is something we intend to change. For now it requires a time, set the sessions to be 2 or 3 minutes long and run from Midnight to midnight. This will make sure you have enough time in the day to book all your sessions on the one day. The time does not matter.
To learn more about the Bulk Scheduling Wizard check out this help page: Spectra/myStratus Desktop | Bulk Scheduling (studioplussoftware.com)
3 - Import Images (Automatic Image Import - QR Codes)
Tools > Bulk Image Importer
The Bulk Image Importer allows you to bulk import images from your camera card or a folder. It’s important to note that the QR Code has to be printed on paper (no screens). It needs to be large enough for the camera to read it. It can be generated using another software. The QR code must be the session number. (You can export a list of session numbers from the session hub using the column chooser button and the export to excel button on the toolbar.) And finally, we recommend that there is information to identify the person on the QR Sheet. If the QR Code fails to read, you need a way to identify the person from the picture.
This help page does a great job of explaining the full process of using and importing QR Codes:
Spectra/myStratus Desktop | Bulk Image Import using QR Codes (studioplussoftware.com)
3 - Import Images (Automatic Image Import – Entagged/Meta Data)
The Bulk Image Importer also allows you to import images based on the Meta Data of the images.
First, you need to prepare the Entagged App with your sessions of the day. To do this, you can use the Sessions Hub to export a list to an excel file. Use the Column Chooser button on the toolbar to add the student’s names and session number. Then use the Export to Excel button on the tool bar to export it to an excel file. Then import that list into the Entagged App. Use the Session number column for what gets put into the Copyright Meta Data field or the Comment field.
Second, make sure you use the Entagged App to add the Meta Data to each of the images you are taking. Choose the name of the student you are about to take pictures of.
Third, use the Bulk Image Importer to bring in the images from the camera card. You can also dump all the images into a folder on your computer, run batch retouching on the folder, and then import them from the folder. Either way, use the Import using Meta Data buttons in the top right to bring your images in.
3 - Import Images (Manual Image Import - On Site)
Tools > Group Capture
Another route is to import images as you take them using a Hot Folder. The Group Capture tool in the myStratus software can manage this route. This route is helpful because the tool can create session records and client records on the fly for you. To learn more about using Group Capture, check out this help page: Spectra/myStratus Desktop | Group Capture (studioplussoftware.com)
3 - Import Images (Manual Image Import)
Workflow Hub > Select a session from the right list > Import Images button
If for whatever reason, a student’s images are not imported automatically or they missed their session, you can import them manually. To do this, go to the workflow Hub > select a session from the right list > Import Images button. You can also go to the Action ribbon tab of a Session Record to get to the Import Images button for that session. To learn more about the options you have with importing images, check out this help page:
Spectra/myStratus Desktop | Stage 1 - Capturing Images (studioplussoftware.com)
4 - Invoice Records (Automatic with InspiredByYou.com)
The beauty of InspiredByYou.com is that it’s completely hands off. You just upload the images and let the orders start flowing in! However, in order to prepare for the inevitable questions that come from using an Ecommerce site, we recommend that you check out our FAQ page for InspiredByYou.com. There we try to answer any common questions that a customer or yourself might have. Check out the FAQ page here: Spectra/myStratus Desktop | FAQ's: InspiredByYou.com 2.0 (studioplussoftware.com)
4 - Invoice Records (Automatic Bulk Import)
Utilities > Import Invoices
If you get your invoices from another source, they can be imported using our bulk invoice importer. Keep in mind that the invoices need to be in one of two formats for us to import them properly. The first is one row per invoice. This import will not bring in line items, only the invoice total. The second is each line item as its own row. Ex: Rows 1-4 are the four items on client A’s invoice. Rows 5-9 are the five items on client B’s invoice.
Also, it’s very important to make sure the import has the client’s number or session number as a column so we know exactly which client or session to import any invoices into. To learn more about the Invoice Importer, check out this help page: Spectra/myStratus Desktop | Importing Invoices (studioplussoftware.com)
4 - Invoice Records (Manual with Sales Presentation)
Workflow Hub > Select a Session > Start Presentation button
The sales presentation tool can be used to create an emotional yet professional sales experience for your customers. To learn more about the tools included in the sales presentation tool and how to use them, check out this page: Spectra/myStratus Desktop | Stage 2 - Sales Presentation (studioplussoftware.com)
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