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 > Menus > Maintenance Menu > Client Maintenance
Client Maintenance

The following options are found under the Maintenance > Client menu:



Use these lists to customize how you work with clients in Spectra/myStratus Desktop:

Menu Item Description
Client Groups
Create client groups to categorize your clients for reporting and marketing purposes. See also: Client Groups
Client Referral Programs (New 2018!)
Client referral programs are a system that will automatically reward your clients for their referrals to your studio. Set up each program here. See also: What is a Referral Program?
Client Statuses
Used to track client's status and due date. This can be used to track prospects and when you need to follow-up with them, or used to assign the client number when a client reaches a certain status. You can enter a default duration and the software will automatically calculate the due date. See also: Client Statuses
Client Status Reasons
When using client statuses there are times you want to indicate why a client was put at a certain status. The software provides client status reasons for just those times. You can set up a list of reasons for each status and then choose one when you change a client's status. See also: Client Status Reasons
Family Member Relationships
Add specific relationships you want available on the client record. Family member relationships define the relationship between an individual and the primary client. See also: Family Member Relationships
Lead Sources
Lead sources help you track where your new clients and prospects are coming from. Maintain your list of lead sources here and then select the proper lead source when entering a new client record. See also: Lead Sources
Marketing Plans See also: Marketing Plans
Organizations See also: Organizations
Phone Number Labels Use this list to customize the phone number labels available on the client record. See also: Phone Number Labels


See also


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