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myStratus:

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Video Information

Reference #: SPTV 1-104
Created: 11.11.11
Last Revised:08.17.12

Clients

Learn how to add and look up clients and prospects, as well as how to browse, sort, filter, and search for them based on almost any criteria. See how to easily track all the information you collect and access it quickly and easily.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline: Clients

1. Adding Clients using the Client Wizard
   1. How to start the wizard
   2. Spectra data entry features:
      • Auto-capitalize (F3 to suppress)
      • Zip code lookup
      • Auto-format phone numbers
   3. Enter client information:
      • Basic information
      • Client number (auto-assigned)
      • Client status
      • Lead source
      • Referred by
      • Anniversary
      • Birth date
      • Contract date
      • Call warning
      • Family members
      • Organizations
      • Notes
2. Finding Clients
   • Use the File menu (File > Client Search)
   • Use the Clients hub
3. Information on a Client Record
   • General tab
   • Organization tab
   • Groups tab
   • Marketing tab
   • Communication tab
   • Appointments tab
   • Sessions tab
   • Invoices tab
   • Task tab
   • Production tab
   • Online tab
   • Notes tab
   • Summary tab

Additional Information

» Next video - "The Database Utility" and related video "Client Import & Export"
» Spectra Training Checklist
» Online Help Topics - Client How To's