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 Ribbon
Client Ribbon

When you open a client record, the ribbon appears across the top. There are several tabs which contain tools for working with the client.



The tools found on each tab are described below.

File Tab

 Icon Name Description

Save Save the current client and leave it open for reference or additional modifications.

Save & Close Save the client and close the client window.

Save & New Save the client and open a new, blank record to create another client.

 
Delete Client Delete the open client. Note: This will delete any associated communications, appointments, tasks, or production orders PERMANENTLY. You will NOT be able to delete a client with attached session, invoice, or payment/deposit records. See also: Deleting a Single Client
 
Payment Methods
Use this option to manage the client's payment methods. See also: Client Payment Methods
 
Merge Client
The merge feature allows you to merge two clients. See also: Merging Two Clients
New Client From Family Member Create a new client based on one of the client's family members. See also: Creating a Client from a Family Member

Home Tab



 Icon Name Description

Save Save the current client and leave it open for reference or additional modifications.

Save & Close Save the client and close the client window.

 
Save & New Save the client and open a new, blank record to create another client.

 
Delete Client Delete the open client. Note: This will delete any associated communications, appointments, sessions, invoices, tasks, or production orders PERMANENTLY. See also: Deleting a Single Client

Client Image The first image imported into the client's first session will be saved as the main client image. Click Client Image to change the image or select a new one. 

Print Profile Print a summary of the client information. See also: Printing a Client Profile

 
Preview Profile Preview the profile before printing.
 
Export Profile Export the client profile as an Adobe PDF. You can also choose other electronic formats like text, rich text, Excel file, or even HTML.

 
Mailing Label Print a mailing label showing the client's name and address, along with other information as defined in Printing Preferences. See also: Printing Preferences
  Account Label Print a file label with the client's name, address, phone number, and client number, along with other information as defined in Printing Preferences. See also: Printing Preferences

 
Custom Report If you have imported a custom report that can be used from a client record (e.g., Dymo barcode labels or statements), you can print, preview, or export it to PDF.

 
Paste Paste information that you copied or cut from another location or program into a single field.

Cut Cut from a single field.

Copy Copy from a single field.

Special Copy
Copy the text (in label format) that would print onto a mailing label or account label to paste into another field or program.

Appointment Create a linked appointment for this client. See also: Creating a Linked Appointment
 
Session Create a new session for this client. See also: Scheduling a Session

Client Invoice Create a new client-based invoice for this client. See also: Creating a Client Invoice

 
Client Estimate Create a new client-based estimate for this client. See also: Creating an Estimate
  Customer Deposit If a client makes a payment but you don't want to create an invoice yet, enter the payment as a customer deposit and then later apply it to an invoice. See also: Customer Deposits
 
Task Create a new task related to the client.

Communication Tab



 Icon Name Description
 
New Call  Create a new call record will be created with a due date of today and no completed date. You can use the call today or move the due date to a date in the future. See also: Phone Calls

Completed Call  Create a call record that is both due and completed today.

Dial Phone
 If you have a TAPI-compliant phone system connected to this computer, use this option to have the software automatically dial any of the client's phone numbers.

New SMS Text Click the SMS icon to create a new blank text message or use the down arrow to choose a predefined form letter or custom report. By default, the new text message will contain the first phone number on the client record that is marked for SMS. See also: Sending SMS Texts
 
New Email Click the envelope to create a new blank email or use the down arrow to choose a predefined form letter, email template, or custom report. An email address must be entered for the client and outgoing email must be set up on the computer you are working on. See also: Sending EmailForm Letter Builder, and HTML Email Builder
 
Completed Email Create a blank email that can be used to record details from a client email you received or sent outside of the software, attaching the information to the client record for future reference.

 
Print Letter Select and print a pre-created form letter. See also: Form Letter Builder

 
Preview Letter Preview a form letter to view/modify the text before you print it. See also: Form Letter Builder

 
Export Letter Export the letter as an Adobe PDF. You can also choose other electronic formats like text, rich text, Excel file, or even HTML formats.

 
Mailing Label
Print a mailing label showing the client's name, address, and other information as defined in Printing Preferences. See also: Printing Preferences

 
Account Label Print a file label with the client's name, address, phone number, client number, and other information as defined in Printing Preferences. See also: Printing Preferences

 
Special Copy
Copy the text (in label format) that would print onto a mailing label, client label, or account label to paste into another field or program.
  Web Forms  [myStratus ONLY] Create a form the client can fill out online. See also: Web Forms

 
View All Notes Show all notes related to the client. This consolidated view displays all notes from the client, invoices, sessions, communications, and tasks.

Attachments Tab



 Icon Name Description
 
Attach File
Attach files to the client record (i.e., Word docs, Excel spreadsheets, PDFs, etc.). Use for contracts, planning guides, job sheets, and more. Set up where the attachments are stored on the Attachments page of Company (Studio) Preferences. See also: Attaching a File and Company (Studio) Preferences - Attachments
 
View Attachments
View the client's attachments.

Online Tab



 Icon Name Description
 HoldMyMemories Group
 
Create Account
Create a new HoldMyMemories account for the client. This will open a window containing the client information you already have in the software to establish an account with HoldMyMemories.com. See also: HoldMyMemories Integration
 
Upgrade Account
If the client already has a HoldMyMemories account but wants to upgrade to another level, use this tool to make the changes.
 
View Site
View the client's HoldMyMemories.com site.
 InSpiredByYou Group

Reset Login
If the client has changed their default password and then forgotten it, use this button to reset it. You won't be able to see the password they selected, but this will reset the password back to their last name (default).

Resync Client


View Site
View the client's InSpiredByYou.com site.


See also


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