Customer Services & Bookings Training Portral
Customer Services & Booking Portal
WELCOME - Start Here
Why Portraits Matter
The Portrait Studio Company Handbook
Setting Intentions & Morning Routine
Tour Of My Stratus
Timeclock & Logging Your Hours
How To Customise Your Data Fields
TASK - Set Up Your Data Columns In Each Tab
The Email Box
The Client File
Client Status & Automation
Session Statuses
How To Add A Client
TASK - Add New Clients To Stratus
Adding or Allocating A Task
Logging Calls & Keeping Notes
How to Send an Email or Text Message
How to Create A Trigger
IT Support For My Stratus
The Booking Deposit
Adding Online Bookings Into Stratus
Adding Sessions & Ordering Appointments
How to Book an Ordering Appointment & Link to The Session
How To Add A Baby Due Appointment
How To Cancel A Session
How to Find A Session or Appointment Email if Sending Manually
How to Change a Session Date in Stratus
How to Add an Invoice
Adding a Payment On An Invoice
Bulk Import of Clients
Sorting the TO CHECK Folder After Client Import
To Check Group - When to change a WINNER to a NOT SELECTED Entry
TO Check Group - When to Delete the ORIGINAL Client File and Keep the New One
Quick Search For Client When in Launch Mode
Creating Available Appointments In Acuity
How To Change or Cancel A Session in Acuity
How to Extend Availability in Acuity
How To Refund Booking Deposit in Stripe
How To Send Digital Downloads and Apps
Communication Guidelines
Call Flow - Congratulations You WON!!
Easy Peasy Booking Formula!
Connecting Questions
FAQ
The Excitement Call
Download - Easy Peasy Excitement Call Process
The Follow Up Call