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 > Appointments & Sessions > Sessions > Session How To's > Printing or Emailing a Session Confirmation
Printing or Emailing a Session Confirmation

Printing a Session Confirmation

Follow these steps to print a session confirmation:
  1. Open the session.

  2. Click the Print drop-down arrow and choose Session Confirmation.

  3. You may also want to:

    • Use Preview to view before printing.

    • Use Export to produce a PDF version that can be saved

Emailing a Session Confirmation

Follow these steps to email a session confirmation to your client:

  1. Open the session.

  2. Click the Communication tab on the ribbon. 

  3. Click the New Email drop-down arrow and choose Session Confirmation.

  4. A blank email addressed to the client will open and the session confirmation PDF will already be attached.

  5. Type a message and click Send. See also: Sending Email

HERE'S A FLASH FOR YOU! 

Did you know that with Spectra/myStratus Professional you can set up a trigger to have the software automatically send session confirmations to your clients? Here's an example:



The trigger shown above will send an email form letter to the client when a session is created. The session confirmation will automatically be attached. The email will not be sent to sessions that are already "Confirmed" or "Cancelled." 

As you can see, it would be easy to create another trigger that would send the photographer a confirmation.

See Triggers for more information.

Customizing the Session Confirmation

The following items can be customized on the Session Confirmation:

  • Title at the top - You can modify what is displayed at the top of the confirmation for each of your Session Types. Go to Maintenance > Session > Session Types. Open a Session Type and change the Session Confirmation Description. See also: Session Types

  • Terms - The message that appears at the bottom of the Session Confirmation can be modified or deleted for each Session Type. These terms are modified in Maintenance > Invoice > Invoice Terms or Maintenance > Session > Session Types. For detailed instructions, see the Session Types or Invoice Terms topics.

  • Include Session Description - Follow these steps to have the software automatically print the session description on the Session Confirmation:

    1. Go to Maintenance > Preferences > Company (Studio) Preferences and open the Reports tab.

    2. Scroll down to the Session Confirmation Report section.

    3. Check the Print Session Description option.

    4. Click OK to save your preferences.

  • Include Session Notes - Choose to have the software always include any existing session notes on the Session Confirmation. Follow these steps to set it up:

    1. Go to Maintenance > Preferences > Company (Studio) Preferences and open the Reports tab.

    2. Scroll down to the Appointment Confirmation Report section.

    3. Check the Default Appointment Notes to Print option(s).

    4. Click OK to save your preferences.



See also


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