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Spectra:
myStratus:

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Video Information

Reference #: SPTV 1-101
Created: 11.11.11
Last Revised: 08.07.12

Navigating Spectra

Learn where everything is in the software and how to easily locate clients, sessions, and other records. Check out the power of your home page, the features of the calendar, and see how workflow "works." Discover how all the customizable screens can keep your studio running smoothly and on schedule!

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline: Navigating Spectra

1. Home Page
   1. Home page panels
      • Calendar
      • Tasks
      • Phone calls
      • Today's snapshot
      • Weather
      • Web services
   2. Customizing your home page
2. Hub Menu
   1. Shortcuts menu
      • Internal or external shortcuts
      • User shortcuts
      • Studio shortcuts
   2. Navigating to the hubs
3. Calendar
   1. Mini-calendar(s)
      • Today highlighted
      • Appointments bold
   2. Users and resources
   3. Calendar ribbon
      • New group
      • File group
      • View group
   4. Opening a session or appointment
4. Features of the Ribbon
   1. New group - Creating new records
   2. File group - Printing or exporting records
   3. Search group - Searching for records
   4. Customize group
      • Choosing columns to view
      • Filtering the data
      • Grouping data
5. Viewing Records
   1. Opening a record
   2. Using the detail tabs
6. Other
   1. Notification lights

Additional Information

» Next video - "The Preferences Wizard"
» Spectra Quick Reference Guide
» Online Help for Spectra and myStratus Desktop