Spectra/myStratus Desktop | 1. Web Forms Preferences

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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Contents

Welcome
Getting Started
- Overview
- Getting Help
- Spectra
- myStratus
  - Installing myStratus Desktop
- Basic Setup How To's
Getting Around the Software
- Navigating Spectra Video
- Home Page Overview
- Customizing the Home Page
- Notification Center
- Company Shortcuts
Menus
- File Menu
- Go Menu
- Maintenance Menu
- Utilities Menu
- Tools Menu
- Reports Menu
- Help Menu
Accounting
- Accounting Link
- Features of Accounting Link Tool
- Setting up the Accounting Link
- Using the Accounting Link
- End of Day Wizard
- Cash Reconciliation
- FAQ - Unlocking Posted Invoices
- FAQ - Reconciling with QuickBooks
Advanced Features (Tools)
- Filters
- Triggers
- Triggers - 2016 and Older
- Wizard Builder
Appointments & Sessions
- Scheduling Overview
- Help! Should I create an appointment or session?
- Using the Scheduling Wizard
- Appointments
- Sessions
Calendar
- Calendar Overview
- Calendar How To's
- Customizing the Calendar
Clients
- Clients Overview
- Client Reference
- Client Ribbon
- Clients Hub
- Client Wizard
- Client How To's
- Customizing Clients
- Client Maintenance
- Client Referral Programs - NEW 2018
Communication
- Communication Overview
- Messages Hub
- Communication Wizard
- Form Letter Builder
- HTML Email Builder
- FAQ - HTML Emails vs. Email Form Letters
- Communication Maintenance
- Letters
  - Features of Letter Records
- Email
- Phone Calls
Control Center
- The Control Center
- Control Center Logs
Credit Card Processing
- Credit Card Processing Overview
- TSYS Credit Card Processing (US)
- Genius Credit Card Terminals (US)
- eWAY Credit Card Processing (AU NZ)
- Global Payments Credit Card Processing (UK, EU, Canada)
Dashboard
- Dashboard Overview
- Dashboard Examples
- Performance Panels
- Dashboard Reports
- Reading your Dashboard
- Arranging your Dashboard
- Setting up Budgets
Data Management
- Spectra Database Utility
- myStratus Database Utility
- Internet Update Utility
- Maintaining your Spectra Database
- Database Backup Best Practices
- Updates and Upgrades
- FAQ - Upgrading to Spectra SQL
- FAQ - myStratus Firewall
Digital Workflow
- Digital Workflow Overview
- Workflow Ribbon
- Workflow Hub
- Digital Workflow Reference Guide
- Digital Template Builder Overview
- Printing Workflow
- Workflow How To's
- Digital Integrations
- Digital Maintenance
Hubs
- Hub Overview
- Customizing the Hubs
InSpiredByYou
- Setting up InSpiredByYou
- Synchronizing InSpiredByYou
- Using InSpiredByYou
- Tips for Managing InSpiredByYou
- Contracts
- Client Album Statuses
- FAQ - Finding InSpired Orders in Spectra
Invoices
- Invoicing Overview
- Invoicing Setup
- Invoices Hub
- Invoice Reference
- Invoice Ribbon
- Features of the Invoice Line Item Detail Screen
- Invoice Wizard
- Invoice How To's
- Invoice Maintenance
Mobile Devices
- MyStratus Mobile App (Stratus ONLY)
- Google Syncing
Online Booking (myStratus ONLY)
- Online Booking Overview
- Online Booking Set up - Online Booking Preferences
- Online Booking Set up - Session and Appointment Types
- Online Booking Set up - Time Slots
- Online Booking Set up - Additional Features
- Online Booking for Organizations
- FAQs - Online Booking
Payments and Refunds
- Features of Payment and Refund Records
- Payment Wizard
- Payment How To's
Price List
- Price List Overview
- Price List Reference
- Price List Ribbons
- About Item Types
- Creating a Coupon or Promotion
- Creating a Package
- Inventory
- Advanced Pricing
- Unit Pricing
- Importing a Price List
- Price List View Options
- Price List Maintenance
Production
- Production Overview
- Production Hub
- Production Order Reference
- Production Order Ribbon
- Preproduction Order Reference
- Preproduction Order Ribbon
- Production How To's
- Production Maintenance
Reports
- Sales Tax Report
- Account Receivable Aging Report
- Customer Deposit Reconciliation Report
- Print Group of Invoices Report
- Order Status Report
- Pictorial Directory
- Time Sheet
- Employee Commissions Report
- Inventory Quantity On-Hand
- Client Referral Report - NEW 2018
- Lists and Labels
- Organization Reports
- Gift Certificate Reports
  - Gift Certificate Activity
  - Gift Certificates Outstanding
- Loyalty Rewards Reports - NEW 2018
  - Loyalty Rewards Activity - NEW 2018
  - Loyalty Rewards Outstanding - NEW 2018
- Analysis Reports
- Custom Reports
- Dashboard Reports
StudioPlus Finale
- StudioPlus Finale Overview
- Setting up Render Jobs
- Finale Ribbon
- Finale Settings
- Using Finale
Tasks
- Tasks Overview
- Tasks Hub
- Features of the Task Record
- Creating a Task
- Finding a Task
- Assigning a Task
- Linking a Task
- Managing Tasks
- Task Maintenance
  - Task Statuses
  - Task Types
Users and Security
- Audit Trail Logs
- Data Entry Validation
- GDPR Practices (EU)
- Time Clock
- FAQs - Ex-Employees
- Setting up Users
- Setting up Departments
- Setting up Security
- Security Settings
Web Forms (myStratus ONLY)
- Introduction to Web Forms
- 1. Web Forms Preferences
- 2. Building Web Forms
- 3. Creating Web Forms for Clients
- 4. Accessing Web Forms
- Web Form Statuses
- Bulk Create Web Forms
Optional Add-Ons
- Perfectly Clear Plug-In
- DataSafe
  - Getting Started with DataSafe
  - Troubleshooting DataSafe Setup
- StudioPlus Mail
- OnLocation
  - Getting Started with OnLocation
  - Tips for using OnLocation
- SMS Text Messages
Appendices
- End User License Agreement
- StudioPlus Mail TOU

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Home > Web Forms (myStratus ONLY) > 1. Web Forms Preferences
1. Web Forms Preferences

By going to Maintenance > Preferences > Web Form Preferences, you can now set up the ability to allow your Clients to access their web forms directly from your website.

Complete the following items on the General tab:

Web Page - Choose one of the following options:

Link - Use this option if you simply want to add a link to your website that directs your existing clients to their web form portal where they can login and view their active web forms. If you choose this option, you also need to set the Redirect URL (your website), so when the client is done with their web form, they can click on a link to get back to your site.
iFrame - We recommend using this option. You can embed the Web Form portal right into your website. No redirect URL is necessary.

Options - Set the default login for the web form portal. Please note that these settings are shared with the Online Booking Preferences. Select Set for all existing clients now to update all existing client records with the new login information. A client's login information can be found from their client record by going to the Online tab:

Complete the following items on the Logo tab:

Logo - We recommend you only use this option for the "Link" web form web page. This way your company logo will appear on the top of each page. If you're using the "iFrame" option, the logo is not necessary. Select Upload New Logo to upload any JPEG image for your logo.

Complete the following items on the Customization tab:

Cosmetics - Use the following graphic for reference as to what customization options apply to which section of your web forms page: