Home > Getting Started > Basic Setup How To's > Preferences WizardPreferences Wizard
The Preferences Wizard helps you enter the most important settings in your Spectra/myStratus software so you can
get up and running quickly. However, don’t forget to go back later and
set all your company and user preferences. The basics are covered in the wizard, but many more settings are available on the Maintenance
menu that will help you customize the software for your company. For
more information, see Maintenance Menu Overview.
Watch the video and/or follow the instruction below to set up the software with the Preferences Wizard.
The Preferences Wizard
should start automatically the first time you open the software, but you can
use the wizard at any time to re-set these preferences.
> Preferences > Preferences Wizard to start the Preferences Wizard.
After the introduction screen, click Next
and modify your company information.
This is the information that will print at the top of your reports,
invoices, and receipts. NOTE: Don't
enter your company name here! The software will automatically add that at the
top of the report header. Just enter the rest of your contact information.
Select a company logo image file. We recommend a 300 dpi, 1x2 or 1x1
Tell us a little about your business so we can customize the software's terminology for your company. Decide how you refer to jobs, employees, and resources. Also tell us how you primarily conduct your business, with consumers or with other businesses/organizations. Click Next.
Next, add and modify your users.
Type their names and initials and click Next. See also: Setting up Users
What is a
user? A user is anyone who uses your business location (or any other work area), such as a photographer or salesperson.
A user is also any employee for whom you may need to schedule
sessions or appointments.
users can I have? As many as you want! The number of users you create is not
restricted by your software license. For example, you can create
five users even if you have a two-user license. Your license only limits how many users can be logged in to the software at the same time.
Next you will set up resources.
Resources can be areas within your space or other resources and equipment
that you want to maintain a schedule for. Think about your various
camera rooms, framing area, consultation rooms, special cameras, or
even a van or trailer. In order to schedule these areas and equipment
you’ll need to define them. Enter your resources and click Next. See also: Adding Resources to the Calendar
Have you noticed the Enter More
button in the Preferences Wizard? Click Enter
More if you would like to create
more entries. This will bring you to a more detailed page where
you can create additional entries and add details. These "maintenance"
pages are also available in the Maintenance
Use the drop-down lists to select your business's open and close times for each
day of the week. NOTE: This will
simply determine the shading that appears on your calendar – you will still be able to schedule
appointments “after hours.” For days your business is closed
all day, set the open time the same as the close time. Click Next. See also: Open and Close Hours
Next, type in names for your client
groups. Think of all the different ways you may want to categorize
your clients. A client can belong to more than one group. A client
may be a "Portrait" customer, a "Wedding" customer,
and also a member of your "Newsletter" group. A high school
student could fall into in the "Jefferson High" group, the
"Class of 2012" group, and so on. Click Next. See also: Client Groups
Client groups help you
manage information, analyze profitability, and market your services.
Be creative! Think about your customers in various ways.
Type the names of any lead
sources you have. Lead sources are the ways people
find out about your business, such as advertisements, the yellow pages,
customer referrals, or social media. Click Next. See also: Lead Sources
Enter the types of sessions
your studio offers, such as “Portrait” or “Senior Deluxe.” Set the
default amount of time (in minutes) that each type of session takes.
Select a calendar color for each session type. Click Next. See also: Session Types
Now enter the different types of appointments
you have, the duration (in minutes), and the color they should appear
on the calendar. Click Next. See also: Appointment Types
Now choose your company's default email settings. Enter your Gmail account information or the appropriate SMTP settings. Click Next.
If you have a Cayan (U.S. only) or eWAY (Australia, New Zealand, and the United Kingdom) account that you will be using to process credit cards through the software, enter the credentials on this page. Click Next.
Click Finish to save your settings and exit the wizard.