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Applies To

Spectra:
InSpired
myStratus:  

 

Article Information

Reference #: RN 2015v2r1
Author: Tech Support
Created: 09.29.15
Last Revised: 10.05.15

Release Notes:
Spectra/myStratus 2015

Volume 2 SR 1

 

Summary

Official Spectra Release: October 6, 2015
Official myStratus Release: October 13, 2015

We're excited to announce the release of 2015 Volume 2 for Spectra and myStratus!. Volume 2 includes some great new features we didn't want to keep under wraps until 2016! Read on to find out about the new features, as well as any issues that have been fixed in this release. Scroll to the bottom to see how to update your software.


New or Enhanced Features

The following features have been added or enhanced in Spectra 2015 and/or myStratus 2015:

Feature Description
myStratus Online Booking

We heard you! Online Booking is here for myStratus! Your clients can now book sessions online.

online booking

Here are some of the key features included in myStratus Online Booking:

» Existing clients can log in with a username and password you supply.
» New clients can create an online account and the information entered will automatically be used to create a new client in your myStratus database.
» A session record is automatically created in myStratus for each session booked online.
» A session fee invoice can automatically be created during the booking process, including the appropriate session fee (optional).
» You can require full payment or a deposit at the time of booking (optional). The payment or customer deposit will automatically be created in myStratus.
» Enterprise clients can list multiple locations for their clients to choose from.
» New fields related to online booking can be included as merge fields in HTML emails and form letters, used to create filters, and added to your hubs with the column chooser. New fields include the client's online username and password.
» You can choose to embed the online booking page within your website (iframe), or use a link. We supply the HTML code for you!
» The booking page is mobile friendly.
» Fonts and colors can be customized to match your website.
» You control scheduling by creating time slots.
» There is no additional fee for online booking!


Requirements:

» Requires myStratus Standard or above.
» Setup requires myStratus Desktop.
» Credit card processing for online payments and deposits requires Cayan (US) or eWAY (UK, NZ, AU).
» Currently available in English.


It's easy to get going! First use the new Online Booking Preferences in myStratus Desktop to activate and set up online booking, then create some online time slots, and finally add the link/iframe to your website.

Booking Prefs

Check out the help pages listed below to get started.

+ Online Booking Overview
+ The Online Booking Experience
+ Setting up Online Booking

Scheduling Time Slots

You can now create time slots that are reserved for certain types of sessions. These time slots are a required component of myStratus Online Booking, but can also be used with both Spectra and myStratus to control when sessions are scheduled on the calendar internally.

time slots

Time slots can be created by going to Maintenance > Session > Scheduling Time Slots or by simply right-clicking on the calendar.

+ More about scheduling time slots

EMV Certified Credit Card Processing (US only)

geniusCredit card processing requirements are becoming more and more stringent. That's a good thing, but it also means changes for you! The new EMV (chip-based) cards are the new standard and the ability to process them becomes mandatory this month. We've got you covered! StudioPlus Spectra and myStratus Desktop are now EMV certified! The 2015 Volume 2 release includes a new integration with the Genius® Customer Engagement Platform® by Cayan™.

Implementing the Genius solution not only moves you to an EMV-certified platform, it also gives you the following benefits:

» Accept mobile payments via NFC/QR codes (Apple Pay, Google Wallet, LevelUp).
» Accept pin-based debit cards (with substantially lower credit card processing fees).
» Accept gift cards.
» Utilize a secure token-based system that allows for recurring payment plans.
» Simplified PCI validation with NO ANNUAL PCI COMPLIANCE FEE.
» Digital signature capture.
» Fully integrated with Spectra and myStratus Desktop.

+ Read our recent blog post about EMV cards, the liability shift, and Genius
+ More about implementing the Genius solution

Cayan Gift Cards

We've added an optional integration with Cayan's gift card program. Gift cards are provided by Cayan and then sold and activated by you. Cayan treats them like any other credit card. Gift cards can be used for any purchase, including InSpiredByYou orders and myStratus Online Booking. Note: This program replaces internally issued gift certificates.

Activate this new integration on the Credit Cards tab in your Company Preferences.

+ More about Cayan gift cards

Session Copy

You can now copy a session and attach it to the same client or a different one! All the session information, custom fields, advanced calendar information, session promotions, participant, and session notes will be copied to the new session.

Just open a session, click Copy Session on the File tab of the ribbon, and then choose the client for the new session.

copy session

+ More about copying a session

Email Invoice from Wizards

A handy email option has been added to the final page of any built-in wizard that creates an invoice. The Email Invoice option will create an email using the chosen form letter and attach the invoice PDF. The email will be available to modify before sending.

email invoice

Set up defaults for this option with the Wizard Builder.

+ More about the Wizard Builder

Automatically Add Items to Session Fee Invoices

The software can now automatically add items to a session fee invoice created during the booking process (with the Scheduling and Session Wizards or through myStratus Online Booking). This can significantly speed up your booking process, as well as eliminate potential errors! For example, when you book a deluxe portrait session, the software can automatically add your "Deluxe Session Fee" to the invoice.

You set up which fees and/or products should be added to the invoice for each of your session types in Maintenance > Session > Session Types. Open each session type, click the Price List Items tab, and choose the items.

+ More about session types

Android Mobile App
(myStratus only)

The myStratus Mobile app is now available for Android devices! View, add, and update clients, sessions, and tasks right from your mobile device. Work offline and updates are synced as soon as you reconnect. google play

+ Download the app
+
More about the myStratus Mobile apps

 

Fixed Issues

The following issues have been fixed in this release:

Issue ID Keywords Description
4576Calendar Dragging and dropping an appointment on the calendar may produce an error. Resolved.
4578Invoices Invoice filters that search by posting date with a specific date may not return records. Resolved.
4587Home Page Sessions and appointments do not show on the home page if "Show User on Calendar" is not selected in the User Preferences. Resolved.
4586Reports General sales values may not calculate correctly in the Profit Analysis Report. Resolved.
4588Clients Choosing "Include Family Members" on the Clients hub may cause data to show in incorrect columns. Resolved.
4689Bulk Image Importer Bulk Image Importer may not display Raw images. Resolved.
4705Form LettersForm Letter maintenance may not show recently created records. Resolved.
4706Client Wizard Data entry validations in the Client Wizard may not allow user to proceed properly. Resolved.
4714HubsProduction and Tasks hubs missing some columns. Resolved.
4715WorkflowSearching by last name in the Workflow Session Selector may produce an error. Resolved.
4742Sales Presentation Invoice Item Detail may show extra options and enhancements in the Sales Presentation. Resolved.
4755Clients Inactive client statuses may show on the client record. Resolved.
4756ReportsRunning the Product Sales Analysis Report may produce an error. Resolved.
4758Clients Searching by a family member filter on the Clients hub may cause data to show in wrong columns. Resolved.
4760Invoices Viewing an Image Detail Sheet may produce an error. Resolved.
4761 Reports The Sales Analysis Report may show incorrect values when tax is included in the price of the Item. Resolved.
4763Preferences Cannot set custom tax label for Avalara Tax method. Resolved.
4764Sessions Changing the photographer name in the Advanced Calendar Options may not reflect on the Sessions hub. Resolved.
4765Invoices Searching by an invoice filter on Invoices hub may not allow user to open the invoice record. Resolved.
4769Workflow Searching by session date in the Order Selector on the Workflow hub may produce an error. Resolved.
4770Payments When a customer deposit is split across multiple Invoices, a refund may only show one of the applied payments. Resolved.
4775Invoices Changing the delivery date on an invoice may not change the due dates on any production orders for that invoice. Resolved.
4782Sessions Rendered images may not go into the render folder if the session number contains a period. Resolved.

 

Additional Information

Spectra Users

Spectra 2015 Volume 2 is available to all Spectra customers with a current maintenance plan.

+ Download Spectra 2015 Volume 2
+ Read more about Spectra software updates and upgrades

myStratus Users

We will automatically upgrade all myStratus accounts to 2015 Volume 2 in the early morning hours of October 13, 2015. If you use the myStratus Desktop App, you will be prompted to download the new version of the desktop app when you log in on or after the 13th.