MyStudioPlus.com Setup Documentation

Transcription

1 MyStudioPlus.com Setup Documentation Setup Account Contact StudioPlus Software, (888) , and setup account. Billing for MyStudioPlus.com is based on a 4 tier structure. Each tier is based on the number of images hosted online during the month. The studio automatically moves up to each tier as the number of images hosted increases. There is also a flat 3% transaction fee for every sale made through MyStudioPlus.com. You are required to provide billing information to StudioPlus, either a Visa, MasterCard, or American Express credit card or a checking account number (for US customers only), and you are required to have 2 forms of payment on file, a Primary and Secondary payment method. Your account will automatically be charged monthly on the 1 st of the following month (January billing for January 1-31 will be charged on February 1 st ). If both the Primary and Secondary Account information cannot be processed, you will be notified. If your account information is not updated within 10 business days StudioPlus retains the right to deactivate your MyStudioPlus.com website. It can be reactivated once your account is current again. StudioPlus will provide you with a MyStudioPlus Client User Name and Password, and a MyStudioPlus.com link that you can use from your website. Setup StudioPlus 1. MyStudioPlus.com Preferences a. Go to Maintenance Preferences MyStudioPlus.com Preferences b. Click the Activate MyStudioPlus.com check box. c. In the General Tab: i. Enter the MyStudioPlus Client Username and Password provided by StudioPlus Page 1 of 11

2 ii. Enter the Address for your studio s homepage, this will be used to link your customers from their MyStudioPlus.com event page back to your homepage. d. On the Company Tab i. Enter your Company Address. ii. Select a Company Logo. This logo will appear on your MyStudioPlus.com page in the upper-left corner. This logo should be either a jpg, tiff, or gif file and be 179 pixels x 60 pixels. iii. Select your Watermark options. The watermark will be added to the low-res jpgs as they are uploaded to your MyStudioPlus.com site. Page 2 of 11

3 Page 3 of 11 e. Go to the Orders Tab i. Enter the Default Invoice Status for downloaded web orders. ii. We recommend using the Invoice Status to keep track of orders that have recently been downloaded. If you have not used the Invoice Status before, follow these steps to begin: 1. Go to Maintenance Preferences Company Preferences and the Invoicing tab. Check the box Display Invoice Status on Invoice Screen. 2. Go to Maintenance List Maintenance Invoice Status. 3. Setup at least 4 statuses: - In Studio Order (make this the Initial Status and then in studio orders will default to this status) - Web Order Placed (this will be the default status for downloaded web orders) - Web Order Processed (this will be the status you will change the invoice to once you have opened the order and verified it) - Order Completed (this will be the Final Status that you will set all invoices do once they are completed).

4 f. Go to the Sales Tax Tab i. Verify that the Sales Tax Method is the same as you use for your in-studio sales. ii. Select the Default In-State Tax (all orders shipped to the same state as your studio will have this sales tax applied). iii. Select the Default Out-Of-State Tax (all orders shipped out of state will have this sales tax applied). iv. Default Tax Label (how the sales tax will be described on the customers order confirmation). g. Go to the Shipping Tab i. Setup Shipping Methods by clicking on the Shipping Methods button. Page 4 of 11

5 ii. In the Shipping Methods screen setup the different shipping methods and cost that your customers can choose for their online orders. iii. Then select the Default Shipping Method. h. Click OK on the bottom of the MyStudioPlus.com Preferences screen to save your changes. 2. MyStudioPlus.com Payment Methods a. Go to Maintenance List Maintenance Payment Methods b. For the Credit Card Payment Methods that you want to accept online, select the Web Enabled check box. Note that only Credit Cards can be accepted online, not Cash, Check, or Gift Certificates at this time. 3. MyStudioPlus.com Price List For each Session in StudioPlus that you upload you can choose a specific Price List. You may want to have different online Price Lists for different customers or session types. You may use an existing Price List, but it is our recommendation that you create a new, simplified Price List for use online. a. Go to the Maintenance List Maintenance Price List. b. Create a new Price List OR under Edit Copy a Price List and its items and you can take an existing Price List and just modify it for web use. Note: keep your pricing, options, and packages a simple as possible. Remember that when online, your customers won t have a sales rep there to make sure they enter everything correctly. c. When you create the new Price List, or if you are using an existing Price List double-click on the Price List, and check the Web Enable check box. Only Web Enabled Price Lists can be uploaded to MyStudioPlus.com. Page 5 of 11

6 d. When setting up Packages you have the option to indicate a Minimum and Maximum number of images allowed (pose limits) and an Additional Pose Fee. For the Additional Pose Fee, create a Price List Item with the fee amount and this will automatically be added on if the customer selects more than the allowed number of images. e. You can also choose to Hide This Item for items, such as the Additional Pose Fee, that are only available as part of a package and cannot be purchased al-la-carte. f. Once you have completed your Web Price List, go to Maintenance List Maintenance Session Types. For each Session Type select the Default Web Price List. Setup your Website to Link to StudioPlus. In order to setup your website to link to your MyStudioPlus.com website, you will want to create a button on your website homepage called View Images or something similar. Then have this button link to your MyStudioPlus.com link that StudioPlus provided you ( Page 6 of 11

7 Synchronizing your MyStudioPlus.com Settings Once you have set your MyStudioPlus.com settings, or if you update them at any point, you will want to synchronize your settings with your MyStudioPlus.com website. 1. Go to Tools Synchronize MyStudioPlus.com 2. By default any changed settings will be checked the first time you go to synchronize them. 3. Check any items that you would like to synchronize, and uncheck any items that you do not want to synchronize at this time. 4. Click Start Sync 5. If you encounter any problems click the View Logs to view the errors, and contact support. Uploading Sessions and Images Client, session and images can all be uploaded directly from StudioPlus. The client s address, , and phone will be uploaded, the session date, Page 7 of 11

8 description and web price list, and the specified images and image groups. 1. Use the Session Statuses to advance the Session to the Upload Images screen on the Digital Workflow (see the Digital Workflow Section for additional information). 2. Select the Session in the list that you want to upload, and click the Upload Images to Web button. 3. Or open up the Session and go to Action Upload Images to Web. 4. In the Session Uploader Screen you can select the Images that you want to upload. a. On the Images Tab select the images you want to include based on the rating (Selected, Not Selected, or Undecided). b. Select images based on the Image Groups. c. And Select images one at a time by using the check box in the image viewer. 5. On the Online Groups Tab select any Images Groups that you have created in StudioPlus that you would like to include Online. Your customer can then add images to those groups while online.. Page 8 of 11

9 6. On the Session Info Tab set the online settings for this Session. a. The User Name is set to the client s address. b. The Password is set to their last name. Note: The user can change these once they log in. You cannot view their new password, but you can reset their password to the default ( and Last Name) at anytime from their Client screen under File Reset Online Login. c. The Number of Days Active is the number of days these images will be available online. You can extend the Session by going to the Session and clicking on File Extend MyStudioPlus.com Expire Date. Note: the Expire Date controls how long the images are online. This will effect how many images you have online at any one time and will impact what MyStudioPlus.com billing Tier you are in for the month. 7. Once you have completed selecting your settings click the Upload to MyStudioPlus button. 8. Once the Session has been uploaded you may want to create a Form Letter to the client that their images are available online. Remember that the User Login is their and the Password is their Last Name. You may want to setup a Session Status Trigger to alert them that the images are online, and also to alert them a few days before the session will expire (see the Session Status Triggers section for more information). Downloading Orders and Yearbook Selections Page 9 of 11

10 Downloading orders from MyStudioPlus.com is easy to do, but you will want to make sure you keep track of your web orders very carefully to ensure their timely fulfillment. 1. Go to Tools Synchronize MyStudioPlus.com 2. Make sure that the Download Orders and Download yearbook image selection check boxes are checked. 3. Click Start Sync. 4. Once the Orders have successfully downloaded go to your Invoice browse screen. 5. Choose to Search By Invoice Status and select your Web Order Placed status. This will give you a list of all your web orders. 6. Open each order and verify that they are correct. 7. On downloaded Invoices there is a Web Order number. This number corresponds to the Order Confirmation number that the customer received when they went to check out online. Note: Be very careful when modifying Web Order Invoices. The changes you make are not uploaded back to MyStudioPlus.com. The custom can view their order history online, and if you make changes to the invoice, it may not match their online order. You may want to modify the Users & Security Settings to prevent accidental modifications. Processing Invoices and Payments Depending on how you have setup MyStudioPlus.com, you may process payments differently. There are two main options: If you have a merchant account setup through StudioPlus merchant partner the credit cards will be processed online, at the time the customer checks out. The downloaded payment will not need to be processed, and the money will be deposited into your bank account. These Payments will appear in your daily Make a Deposit Posting if you are using the Accounting Link feature. For more information or to sign up go to: If you do not have a merchant account setup through StudioPlus merchant partner you will need to manually process the credit cards once the orders are downloaded. Open the Invoice, then open the Payment and process the credit card. Page 10 of 11

11 Testing Your Set-Up Once you have completed setting up your MyStudioPlus.com account you will want to create a test Session and upload it to your MyStudioPlus.com site. Then log in and make sure you settings appear correctly. Go through and create an order and download it back into StudioPlus. Page 11 of 11