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.


Home > Mobile Devices > MyStratus Mobile App (Stratus ONLY) > Navigating the Mobile App
Navigating the Mobile App

NOTE: This feature is available in the Standard, Professional, and Enterprise versions of myStratus Desktop. Spectra does not include this feature.

 Welcome to the myStratus Mobile app! This topic will give you an idea of where to find what you're looking for. The screen below is from an iPhone running iOS12. If you're running a later OS or using an iPad, your screen may look a little different.

The Workspace

When you launch the app you'll see the home screen pictured above. There is a navigation panel on the top and a menu across the bottom. Let's take a look at what you'll find in each of these sections.

Navigation Panel

Use the options in the navigation panel to open different areas of the app. These areas are similar to the Hubs in myStratus Desktop or myStratus Web. The following work areas are available:

  • Clients - Open the Clients area to see a list of all your clients. Use the Search bar at the top to narrow down your client list. The search looks at the client name, company name, client number, and client status fields. You can also drag your finger along the alphabet index to quickly jump to a section of your client list. See also: Clients on the Mobile App

  • Schedule - The Schedule contains sessions and appointments for every user and resource that has a myStratus schedule. You can view the all the sessions and appointments or narrow the list to a specific user or resource. You can also choose a specific date range to display. Use the Search bar at the top to find a specific session or further narrow your list. See also: Scheduling with the Mobile App

  • Calls - Open the Calls area to see calls for a specific user or for every user. Use the Search bar at the top to find a specific call or to further narrow your list. See also: Communicating with the Mobile App

  • Messages - Use the Messages area to see emails and text messages for a specific user or for every user. You can toggle between Inbox and Outbox view. Use the Search bar at the top to find a specific message or to further narrow your list. See also: Communicating with the Mobile App

  • Tasks - Open the Tasks area to see tasks for a specific user or for every user. Use the Search bar at the top to find a specific task or to further narrow your list. See also: Tasks on the Mobile App

  • Process Credit Card (NEW 2018!) - This option is only available to clients in the U.S. who utilize TSYS credit card processing. Use this feature to process a credit card using the Genius Mini Device. See also: Processing Credit Cards in the Mobile App

  • Time Clock -Use the Time Clock to clock in and out for the logged in user only. The Time Clock within the mobile app is add-only. See also: Time Clock with the Mobile App

  • Dashboard - View the Dashboard to get a quick look overall reporting for your business.

Detail Panel

After clicking an option on the Navigation panel, you'll be taken to the Detail Panel where you'll see the details of any record you open in the app. For example, if you tap a client in your client list, it will ope their details.

Tab Menu

The menu at the bottom is a lot like tabs in a browser.

  • Home - Consider this your main tab. This is where you'll get most of your work done. If you go to another tab and then come back to the Home tab, everything will be just like you left it.

  • Recent - Open the Recent tab to see a list of recently opened records and quickly go back to add something or make a change.

  • Add - This tab has shortcuts you can use to add a client, appointment, session, call, or task. Jump over here to quickly add a task without closing what you're doing on the Home tab.

  • Notifications - This tab lists all notifications for the mobile app, including a list of any error messages.

  • More -

    • Sync Information - Displays the date and time of the most recent attempted and successful data syncs. 

    • Settings - Displays the log in information for this mobile app.

    • Utilities - Provides options to reset the database on the mobile device or upload it to tech support for troubleshooting. 

    • Help - Access the online help, make a suggestion, or report a bug.

    • About - Contains the publisher information, along with the current app version and database size.

See also

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