Client Referral Programs

(Professional and Enterprise Only)

A new feature called Client Referral Programs has been added. This new system will automate rewards for both referring and referred clients. Along with these programs are new menus and forms:

+ Learn more about Client Referral Programs

The Appointments Hub and Appointment Statuses have now been introduced in Spectra/myStratus.

+ Learn more about the Appointment Hub

+ Learn more about Appointment Statuses

Spectra/myStratus Desktop have now been translated into multiple languages.

To change the software’s language in myStratus Desktop, visit Maintenance > Preferences > Company Preferences > General tab > Regional Settings. Select one of the below languages to use from the drop down and shut down/re-open the software to see the new language.

For Spectra users, modify your computer’s regional settings in your Windows Control Panel to change the translation within Spectra.

The new translations include:

• German
• Spanish
• French
• Italian
• Dutch
• Swedish
• Norwegian
• Danish

Now our Help Console can also be translated to any language offered by Google Translate. Simply select the language you want to view under the Search bar and all pages will be translated instantly.

+ Learn more about Company Preferences - General

Multiple Dashboard reports have been added. For better searching options, we’ve also added a new Criteria field to narrow down results even further.

New report Data Types include:

• Payments Pending
• Emails – All, Sent, and Received
• Emails (myStratus with StudioPlus Mail Only) – Delivered, Opened, Clicked, Bounced, Spam Reported, Unsubscribed
• Loyalty Rewards Issued
• Loyalty Rewards Redeemed
• New Client Referrals

• Hour of Day (Phone Call and Email Reports)
• Call Outcomes (Phone Call Reports)
• Call Results (Phone Call Reports)
• Appointment Status (Appointment Reports)
• Client Referral Program (For most Reports)

+Learn more about Dashboard reports

Cayan Usernames and Passwords are no longer required in Spectra and myStratus. Only the Site ID, Key, and Name are needed to have the ability to process credit cards. This means you no longer need to update your Cayan password once it’s changed online.

Cayan has also introduced a new enhancement to their credit card vault. Now anytime a saved credit card is used or viewed, the card’s information will be automatically moved to the enhanced vault. With the enhanced vault, Cayan’s new Card Updater Service allows MasterCard and Visa cards to have their expiration dates automatically updated within Spectra/myStratus.

*The Card Updater Service is an optional service provided by Cayan, additional fees will apply.

+ Learn more about Cayan

+ Learn more about Setting up Cayan

New integrations have been added with Cayan’s new Genius Handheld Terminal and Genius Mini Terminal. Connect these devices with your database from the Workstation Preferences > Credit Cards tab. With the presence of Spectra/myStratus Desktop on the same Wi-Fi connection, these devices can process credit cards from anywhere.

+ Learn more about the Genius Handheld Terminal

+ Learn more about the Genius Mini Terminal

+ Learn more about the Workstation Preferences - Credit Card tab

New features to auto add additional items with a specific item tag and to require the presence of an item with a specific item tag before adding another item have been added to the Miscellaneous tab of the Item Maintenance form.

Additional new features for price list items include:

• Require Image Selection – This option requires a user to select an image number whenever this item is used on an invoice. It has been added to the Miscellaneous tab of the Item Maintenance form.


• Promotion not allowed to be entered directly – This option limits coupons so they cannot be added to an invoice individually - only as part of a Combination Promotion Type. This feature can be found on the Promotional Item Details tab of the Item Maintenance form.

To accommodate these new features, a new Miscellaneous tab has been added to the Price List Item Maintenance form.

+ Learn more about Item Tags

+ Learn more about Price Lists

Multiple record types now have additional custom text fields, date fields, and checkboxes. All the new custom fields are also available in the Column Chooser, as Merge Fields, and as criteria in the Filter Builder. Any custom text box can also be converted to a drop-down list.

Invoice and Appointment forms also now have their own Custom tabs. To hide the new appointment or invoice Custom tabs, visit Maintenance > Preferences > Company Preferences > Appointments and Invoicing tabs.

To edit the custom field labels, go to Maintenance > General > Custom Labels and Lists.

+ Learn more about Custom Lists and Labels

A new Composite Template Sales Report has been added to the Reports > Analysis Reports section. Use this report to track all composite template sales.

+ Learn more about the Composite Template Sales Report

The ability to define what age will stop displaying on a family member has been added to the Company Preferences > Clients tab.

Family member have been enhanced to be more exact. If a family member is less than a month old, their age will be displayed as Days.

+ Learn nore about the Company Preferences - Clients tab

Many of the tracking features available in the SendGrid portal have been added to myStratus Desktop.

• Delivery Status – This new feature shows the status of outgoing emails after they are sent from the software. This tracks when an email is delivered, opened, bounced, and even when a link is clicked within the email.
• Email History – An outgoing email’s Email History will show each Delivery Status of the email as well as the date/time the status was recorded. Click the Delivery Status within an email record to view this information.
• Triggers – A new Trigger Type has been added for Email Records for better tracking and maintenance of email records (e.g. create a new task whenever an email is bounced). View triggers at Maintenance > General > Triggers.
• Reports – Nine new Dashboard reports have been added to help track these new statuses. These new Data Types can be found at Reports > Dashboard Reports > Add/Modify Report.

*Additional charges apply for the StudioPlus Mail service.

+ Learn more about StudioPlus Mail

+ Learn more about Managing StudioPlus Mail

Time Clock for the Mobile App - NEW!

The Time Clock has been added to the myStratus Mobile app (Available for Apple and Android devices). The Time Clock can be selected from the Home screen of the Mobile App.

Because the time clock is now available in all myStratus apps, the Detailed Time Sheet Report has also been enhanced to show in which app a time clock entry was made. View this report at Reports > Time Sheet Report.

+ Learn more about the Mobile App

+ Learn more about the Time Sheet Report