Canon Studio Solution User Manual

User Guide

Table of Contents

Table of Contents

Table of Contents .......................................................................................................... 2

Getting Started ............................................................................................................ 28

Reading the Manual .............................................................................................................. 29

Setting Up .......................................................................................................................................................... 29

Using the Software ........................................................................................................................................... 29

Running a Shoot ............................................................................................................................................... 30

Troubleshooting ................................................................................................................................................ 30

Reference ......................................................................................................................................................... 30

Looking for Something Specific? .................................................................................................................... 30

Want to Print the Manual? .............................................................................................................................. 30

Installing Studio Solution ......................................................................................................... 30

Supported Operating Systems ........................................................................................................................ 30

Recommended Operating Requirements .................................................................................................... 30

Before Installation ............................................................................................................................................. 31

Installation ......................................................................................................................................................... 31

Running Studio Solution ......................................................................................................... 32

Supported CD/DVD Software ......................................................................................................................... 32

Supported File Formats .................................................................................................................................... 32

Logging In ......................................................................................................................................................... 32

Setting an Admin Password............................................................................................................................. 32

Logging Into Your Online Account ................................................................................................................. 33

Logging In as an Employee ............................................................................................................................. 33

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Table of Contents

Overview ...................................................................................................................... 34

Manage Studio ....................................................................................................................... 34

Home ................................................................................................................................................................. 34

Calendar ........................................................................................................................................................... 34

Customers ......................................................................................................................................................... 35

Employees ......................................................................................................................................................... 35

Vendors ............................................................................................................................................................. 35

Products ............................................................................................................................................................ 35

Printers ............................................................................................................................................................... 35

Cameras............................................................................................................................................................ 35

Reports .............................................................................................................................................................. 35

Options .............................................................................................................................................................. 35

Photo Library ........................................................................................................................... 35

Catalog Menu .................................................................................................................................................. 36

Photo Viewer .................................................................................................................................................... 36

Shopping Cart .................................................................................................................................................. 36

Photo Data........................................................................................................................................................ 36

Photo Workshop ...................................................................................................................... 36

Enhance ............................................................................................................................................................ 37

Correct/Picture Style ........................................................................................................................................ 37

Color Balance ................................................................................................................................................... 37

Drop Out ........................................................................................................................................................... 37

View ................................................................................................................................................................... 37

Orders ....................................................................................................................................... 37

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Table of Contents

Client Presentation ................................................................................................................. 38

Setting Software Options ............................................................................................ 39

Studio Information .................................................................................................................. 39

General Settings ..................................................................................................................... 40

Application Local Settings ............................................................................................................................... 40

Application Shared Settings ............................................................................................................................ 41

Application General Settings .......................................................................................................................... 41

Fulfillment Options ............................................................................................................................................ 44

Image Preview Settings ................................................................................................................................... 44

Spell Checker Settings ..................................................................................................................................... 45

PhotoReflect Account ........................................................................................................... 46

Labtricity Account .................................................................................................................. 46

System Properties .................................................................................................................... 46

Calibrate Monitor ................................................................................................................... 47

Setting Up Your Network ............................................................................................. 48

Typical Networks ..................................................................................................................... 48

Single Computer Studios ................................................................................................................................. 48

Onsite Studios ................................................................................................................................................... 49

Small Studios ..................................................................................................................................................... 49

Large Studios..................................................................................................................................................... 49

Your Network ........................................................................................................................... 50

Setting Up a Single Computer......................................................................................................................... 50

Setting Up a Server Computer ........................................................................................................................ 51

Viewing and Managing Client Stations ......................................................................................................... 53

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Table of Contents

Setting Up a Client Computer ......................................................................................................................... 54

Connecting Printers ................................................................................................................ 55

Setting Up a Canon Printer with Direct Connectivity ................................................................................... 56

Setting Up a Canon or Windows Printer ......................................................................................................... 57

Setting Up a Raster Printer ............................................................................................................................... 58

Managing Connected Printers ....................................................................................................................... 59

Connecting Cameras ............................................................................................................ 59

Setting Up a Tethered Camera ...................................................................................................................... 60

Setting Up a WiFi Camera ............................................................................................................................... 60

Setting Up a Hot Folder .................................................................................................................................... 61

Importing without a Camera .......................................................................................................................... 62

Setting Filename Options ................................................................................................................................ 62

Setting Up Your Products ............................................................................................ 63

Creating Products .................................................................................................................. 63

Creating a Package Group ............................................................................................................................ 63

Editing a Package Group ............................................................................................................................... 64

Adding Packages ............................................................................................................................................ 64

Editing a Package ............................................................................................................................................ 65

Creating a Product .......................................................................................................................................... 65

Editing a Product .............................................................................................................................................. 66

Adding Digital Delivery Products .................................................................................................................... 67

Adding Services ...................................................................................................................... 74

Adding a Local Service ................................................................................................................................... 74

Adding a Lab Service ...................................................................................................................................... 75

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Editing a Service ............................................................................................................................................... 75

Managing Templates ............................................................................................................. 75

Viewing Templates ........................................................................................................................................... 75

Adding Groups ................................................................................................................................................. 77

Removing Groups ............................................................................................................................................ 77

Editing Groups .................................................................................................................................................. 77

Setting a Default Group .................................................................................................................................. 78

Creating Templates ......................................................................................................................................... 78

Importing Templates ........................................................................................................................................ 78

Deleting Templates .......................................................................................................................................... 78

Editing Templates ............................................................................................................................................. 78

Shipping Options ..................................................................................................................... 79

Setting Up the Default Group ......................................................................................................................... 79

Adding a Shipping Group ............................................................................................................................... 80

Editing a Shipping Item .................................................................................................................................... 80

Handling Cost ................................................................................................................................................... 80

Tax Information ....................................................................................................................... 80

Local Order Sales Tax ....................................................................................................................................... 80

Shipping and Handling Tax ............................................................................................................................. 81

Setting Up Your Studio ................................................................................................ 82

Vendors and Inventory .......................................................................................................... 82

Adding a Vendor ............................................................................................................................................. 82

Editing a Vendor ............................................................................................................................................... 82

Adding an Inventory Item ............................................................................................................................... 83

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Updating Used Inventory ................................................................................................................................. 84

Employee Setup ...................................................................................................................... 84

Adding a User Role........................................................................................................................................... 85

Editing User Roles .............................................................................................................................................. 85

Permissions ........................................................................................................................................................ 85

Suggested Role Setups .................................................................................................................................... 87

Adding an Employee ....................................................................................................................................... 87

Editing an Employee ........................................................................................................................................ 88

Import and Export File ...................................................................................................................................... 88

Customer Setup ...................................................................................................................... 88

Adding a Customer ......................................................................................................................................... 88

Editing a Customer ........................................................................................................................................... 89

Import and Export File ...................................................................................................................................... 89

Using Studio Solution ................................................................................................... 90

Basic Studio Functions ............................................................................................................ 90

Title Bar .............................................................................................................................................................. 90

User .................................................................................................................................................................... 90

Back and Forward ............................................................................................................................................ 90

Search ............................................................................................................................................................... 91

Studio Tabs ........................................................................................................................................................ 91

Help.................................................................................................................................................................... 91

Status Bar ........................................................................................................................................................... 91

Software Tabs ................................................................................................................................................... 92

Home Page ............................................................................................................................. 92

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Table of Contents

Viewing Dates ................................................................................................................................................... 92

Editing a Booking or Task ................................................................................................................................. 93

Calendar .................................................................................................................................. 93

Viewing Modes ................................................................................................................................................. 94

Tasks and Events Calendar ............................................................................................................................. 94

Adding a Booking ............................................................................................................................................ 95

Adding a Task ................................................................................................................................................... 96

Adding a Call ................................................................................................................................................... 97

Using the Schedules Calendar ........................................................................................................................ 98

Adding Notes to Calendar Items .................................................................................................................... 99

Moving, Editing, and Deleting Calendar Items ........................................................................................... 100

Customers .............................................................................................................................. 100

Customer Details ............................................................................................................................................ 100

Adding a Customer ....................................................................................................................................... 102

Editing a Customer ......................................................................................................................................... 102

Adding a Booking .......................................................................................................................................... 102

Adding a Note ................................................................................................................................................ 103

Adding a Call ................................................................................................................................................. 104

Employees ............................................................................................................................. 105

Checking In and Out ..................................................................................................................................... 105

Employee Details ............................................................................................................................................ 106

Editing an Employee ...................................................................................................................................... 106

Adding a Task ................................................................................................................................................. 107

Adding a Note ................................................................................................................................................ 107

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Adding a Shift ................................................................................................................................................. 107

Printing a Schedule ........................................................................................................................................ 108

Reports ................................................................................................................................... 109

Employee Activity .......................................................................................................................................... 110

Employee Activity Export ............................................................................................................................... 110

Employee Export ............................................................................................................................................ 110

Employee Schedules ..................................................................................................................................... 111

Employee Schedules Export .......................................................................................................................... 111

Event Categories ............................................................................................................................................ 111

Employee Categories Export ........................................................................................................................ 111

Orders Summary Export ................................................................................................................................. 111

Package Export .............................................................................................................................................. 111

Package and Products.................................................................................................................................. 111

Products Export ............................................................................................................................................... 112

Sales by Package ........................................................................................................................................... 112

Session Trends ................................................................................................................................................. 112

Tasks by Type Export ....................................................................................................................................... 112

Using the Photo Library ............................................................................................. 113

Navigating the Photo Library .............................................................................................. 113

Using the Catalog Menu ..................................................................................................... 113

Sorting and Viewing Catalogs ...................................................................................................................... 114

Finding a Catalog .......................................................................................................................................... 115

Adding Catalogs ............................................................................................................................................ 115

Viewing Catalog Info ..................................................................................................................................... 116

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Editing Catalog Info ....................................................................................................................................... 116

Removing Catalogs ....................................................................................................................................... 117

Adding a Photo Group to a Catalog .......................................................................................................... 117

Publishing Catalogs ........................................................................................................................................ 118

Unpublishing Catalogs ................................................................................................................................... 118

Batch Publishing and Unpublishing Catalogs ............................................................................................. 119

Archiving Catalogs ........................................................................................................................................ 119

Unarchiving Catalogs .................................................................................................................................... 120

Setting Photo Numbers .................................................................................................................................. 120

Photo Paths ..................................................................................................................................................... 121

Using the Photo Viewer ........................................................................................................ 122

Sorting and Viewing Photos .......................................................................................................................... 122

Thumbnail Size ................................................................................................................................................ 124

Adding a Photo .............................................................................................................................................. 124

Importing Photos from a Camera................................................................................................................. 125

Importing Photos from a Camera Card ....................................................................................................... 125

Finding a Photo .............................................................................................................................................. 126

Renaming Photos ........................................................................................................................................... 126

Adding Photographer Notes ......................................................................................................................... 126

Removing Photos ........................................................................................................................................... 126

Hiding Photos from Publishing ....................................................................................................................... 127

Rating Photos .................................................................................................................................................. 127

Adding Service Notes .................................................................................................................................... 128

Editing Shipping Info ....................................................................................................................................... 128

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Photo Paths ..................................................................................................................................................... 128

Viewing Photo Properties .............................................................................................................................. 129

Showing Photo Histograms and Data .......................................................................................................... 130

Saving Attributes ............................................................................................................................................. 130

Applying Attributes ......................................................................................................................................... 131

Editing Custom Attributes .............................................................................................................................. 132

Orienting Photos ............................................................................................................................................. 132

Enhancing Photos .......................................................................................................................................... 133

Previewing Photos .......................................................................................................................................... 133

Publishing Photos ............................................................................................................................................ 133

Un-Publishing Photos ...................................................................................................................................... 133

Batch Publishing and Un-Publishing Events ................................................................................................. 134

Copying Photos .............................................................................................................................................. 134

Creating Batch Orders ................................................................................................................................... 134

Proofing Photos ............................................................................................................................................... 136

Creating a Custom Proof Sheet .................................................................................................................... 138

Using the Shopping Cart ...................................................................................................... 139

Showing and Hiding the Cart ........................................................................................................................ 139

Navigating the Cart ....................................................................................................................................... 139

Showing and Hiding Prices ............................................................................................................................ 140

Viewing Package Groups ............................................................................................................................. 140

Changing Package Groups .......................................................................................................................... 140

Adding an Item to the Cart .......................................................................................................................... 140

Adding Items with the Keypad ..................................................................................................................... 141

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Adding an A La Carte Item to the Cart ....................................................................................................... 141

Placing an Order ............................................................................................................................................ 142

Saving an Order ............................................................................................................................................. 142

Replacing an Item ......................................................................................................................................... 143

Removing a Single Item ................................................................................................................................. 143

Removing a Package .................................................................................................................................... 143

Clearing the Order ......................................................................................................................................... 143

Changing Cropping for an Item ................................................................................................................... 143

Adding or Subtracting Copies of Packages ................................................................................................ 143

Adding Services to an Item ........................................................................................................................... 144

Changing Media for an Item ........................................................................................................................ 144

Changing Print Commands for an Item ....................................................................................................... 144

Editing Shipping Info ....................................................................................................................................... 144

Photo Paths ..................................................................................................................................................... 145

Using the Orders Workspace ................................................................................... 146

Navigating the Orders Workspace .................................................................................... 146

Viewing Orders ...................................................................................................................... 147

Sorting Orders ................................................................................................................................................. 147

Finding Orders ................................................................................................................................................. 148

Viewing Older Orders ..................................................................................................................................... 148

Refreshing the Order List ................................................................................................................................ 148

Viewing Order Information ............................................................................................................................ 148

Printing Orders ....................................................................................................................... 149

Printing an Order ............................................................................................................................................ 149

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Printing an Order to CD ................................................................................................................................. 149

Reprinting Orders ............................................................................................................................................ 150

Viewing the Print Queue ................................................................................................................................ 150

Using Auto Print ............................................................................................................................................... 150

Managing Orders ................................................................................................................. 151

Marking Orders Shipped ................................................................................................................................ 151

Cancelling Orders .......................................................................................................................................... 151

Deleting Orders............................................................................................................................................... 151

Batching and Unbatching Orders ................................................................................................................ 151

Printing an Order Proof .................................................................................................................................. 152

Printing an Order Form ................................................................................................................................... 153

Printing a Simple Receipt ............................................................................................................................... 153

Editing & Proofing an Order ................................................................................................ 154

Navigating while Editing & Proofing ............................................................................................................. 154

Auto Editing Orders ........................................................................................................................................ 155

Viewing Photos ............................................................................................................................................... 155

Orienting Photos ............................................................................................................................................. 156

Saving and Applying Attributes .................................................................................................................... 156

Changing Order Properties ........................................................................................................................... 156

Undoing and Redoing Changes .................................................................................................................. 157

Saving Orders.................................................................................................................................................. 157

Printing Orders ................................................................................................................................................ 157

Using Presentation Mode.......................................................................................... 158

Opening the Photo Library and Photo Workshop ............................................................ 159

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Navigating in Presentation Mode ...................................................................................... 159

Viewing Photos in Presentation Mode ............................................................................... 159

Viewing Individual Photos ............................................................................................................................. 159

Viewing Multiple Photos................................................................................................................................. 160

Viewing Photo Information ............................................................................................................................ 160

Viewing High Quality Previews ...................................................................................................................... 160

Managing Photos in Presentation Mode .......................................................................... 160

Changing the Aspect Ratio .......................................................................................................................... 160

Sorting Photos ................................................................................................................................................. 161

Rating Photos .................................................................................................................................................. 161

Orienting Photos ............................................................................................................................................. 161

Adding Services .............................................................................................................................................. 162

Comparing Photos ......................................................................................................................................... 162

Playing Background Music ............................................................................................................................ 163

Using the Shopping Cart ...................................................................................................... 163

Running a Slideshow ............................................................................................................ 164

Using the Photo Workshop........................................................................................ 165

Navigating the Photo Workshop ........................................................................................ 165

Viewing Photos ..................................................................................................................... 166

Viewing Modes ............................................................................................................................................... 166

Viewing Fullscreen .......................................................................................................................................... 166

Viewing a Slideshow ...................................................................................................................................... 167

Viewing without Tools ..................................................................................................................................... 167

Viewing Front and Back ................................................................................................................................ 167

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Viewing High Quality Previews ...................................................................................................................... 167

Viewing with a Printer Profile ......................................................................................................................... 167

Viewing and Setting Aspect Ratios .............................................................................................................. 167

Viewing Guides .............................................................................................................................................. 169

Clearing Photos from the Workspace .......................................................................................................... 169

Sorting Photos ................................................................................................................................................. 169

Finding Photos................................................................................................................................................. 170

Refreshing Photos ........................................................................................................................................... 170

Showing Photo Information ................................................................................................. 171

Showing and Setting Photo Numbers .......................................................................................................... 171

Showing Photo Icons ...................................................................................................................................... 171

Showing and Setting Photo Ratings ............................................................................................................. 171

Showing and Setting Filenames .................................................................................................................... 172

Showing and Copying Photo Paths ............................................................................................................. 172

Showing and Setting Info Tooltips ................................................................................................................. 173

Showing Photo Properties .............................................................................................................................. 173

Showing Photo Histograms and Data .......................................................................................................... 173

Importing Photos ................................................................................................................... 173

Importing a Photo .......................................................................................................................................... 174

Using Quick Import ......................................................................................................................................... 175

Importing Photos from a Camera................................................................................................................. 176

Creating a Catalog ....................................................................................................................................... 177

Creating a Photo Group ............................................................................................................................... 177

Managing Photos ................................................................................................................. 178

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Selecting Photos ............................................................................................................................................. 178

Applying and Saving Attributes .................................................................................................................... 178

Applying Services ........................................................................................................................................... 178

Orienting Photos ............................................................................................................................................. 179

Editing Shipping Info ....................................................................................................................................... 179

Removing Photos ........................................................................................................................................... 179

Saving Changes and Photos......................................................................................................................... 179

Editing Photos ........................................................................................................................ 180

Using the Shopping Cart ...................................................................................................... 180

Using Toolsets in the Photo Workshop ..................................................................... 181

Using the Basic Toolset ......................................................................................................... 181

Saving Changes ............................................................................................................................................. 182

Moving a Photo .............................................................................................................................................. 182

Scaling a Photo .............................................................................................................................................. 182

Orienting a Photo ........................................................................................................................................... 183

Zooming .......................................................................................................................................................... 184

Using the Enhance Toolset .................................................................................................. 185

Saving Changes ............................................................................................................................................. 186

Retouching a Photo ....................................................................................................................................... 186

Applying Colors .............................................................................................................................................. 187

Adding a Frame ............................................................................................................................................. 187

Adding a Texture ............................................................................................................................................ 187

Applying a Border .......................................................................................................................................... 188

Using Basic Border Functions ......................................................................................................................... 189

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Switching between Borders in the Current Group ...................................................................................... 189

Setting the Border Group and Directory ...................................................................................................... 189

Adding and Editing Border Text .................................................................................................................... 190

Editing Borders ................................................................................................................................................ 190

Saving Borders ................................................................................................................................................ 192

Cropping Photos ............................................................................................................................................ 192

Creating a Composite Sheet ........................................................................................................................ 192

Adjusting Focus ............................................................................................................................................... 193

Applying a Vignette ....................................................................................................................................... 193

Using the Correct Toolset ..................................................................................................... 194

Saving Changes ............................................................................................................................................. 195

Steps to Correcting ........................................................................................................................................ 195

Saving Attributes ............................................................................................................................................. 195

Adjusting Contrast .......................................................................................................................................... 195

Adjusting Exposure ......................................................................................................................................... 196

Adjusting Shadows ......................................................................................................................................... 196

Adjusting Color ............................................................................................................................................... 196

Adjusting Tone ................................................................................................................................................ 197

Adjusting Redeye ........................................................................................................................................... 197

Using EOS Picture Styles Toolset .......................................................................................... 198

Adjusting EOS Picture Styles........................................................................................................................... 198

Standard ......................................................................................................................................................... 198

Portrait ............................................................................................................................................................. 198

Landscape ...................................................................................................................................................... 198

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Neutral ............................................................................................................................................................. 199

Faithful ............................................................................................................................................................. 199

Monochrome .................................................................................................................................................. 199

Customization of Picture Styles ..................................................................................................................... 199

Adjusting Contrast .......................................................................................................................................... 200

Adjusting Exposure ......................................................................................................................................... 200

Adjusting Sharpness ....................................................................................................................................... 200

Adjusting Saturation ....................................................................................................................................... 201

Adjusting Color Tone ...................................................................................................................................... 201

Adjusting Filter Effect ...................................................................................................................................... 201

Adjusting Tone Effect ..................................................................................................................................... 202

Using the Color Balance Toolset ......................................................................................... 202

Saving Changes ............................................................................................................................................. 203

Using Preset Color Balances .......................................................................................................................... 203

Applying Attributes ......................................................................................................................................... 203

Manually Adjusting Color Balance ............................................................................................................... 204

Automatically Adjusting Color Balance ....................................................................................................... 204

Selecting a Color Profile ................................................................................................................................ 205

Using the Drop Out Toolset .................................................................................................. 205

Saving Changes ............................................................................................................................................. 206

Applying Borders ............................................................................................................................................ 206

Selecting the Chroma Key Backdrop .......................................................................................................... 206

Applying Presets ............................................................................................................................................. 206

Adjusting Hue Percent ................................................................................................................................... 207

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Adjusting Shadows ......................................................................................................................................... 207

Adjusting Threshold ........................................................................................................................................ 208

Adjusting Protection ....................................................................................................................................... 208

Using the Border Workshop ...................................................................................... 209

Navigating the Border Workshop ....................................................................................... 209

Viewing in the Border Workshop ........................................................................................ 210

Viewing Front or Back .................................................................................................................................... 210

Selecting Items ............................................................................................................................................... 210

Panning within the Border ............................................................................................................................. 210

Zooming In ...................................................................................................................................................... 210

Viewing at Page Size ..................................................................................................................................... 211

Viewing at Actual Size ................................................................................................................................... 211

Viewing and Editing Border Properties ......................................................................................................... 211

Viewing and Editing Item Properties ............................................................................................................ 212

Viewing the Using the Border Items List ........................................................................................................ 212

Viewing and Using the Grid........................................................................................................................... 213

Viewing Test Photos ........................................................................................................................................ 214

Viewing Test Forms ......................................................................................................................................... 214

Editing Items in the Border Workshop ................................................................................ 214

Basic Editing Tools ........................................................................................................................................... 214

Editing Border Font ......................................................................................................................................... 215

Filling and Fitting the Page ............................................................................................................................ 215

Making Items the Same ................................................................................................................................. 215

Centering Items .............................................................................................................................................. 216

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Aligning Items ................................................................................................................................................. 216

Spacing Items ................................................................................................................................................. 217

Changing Item Order .................................................................................................................................... 218

Rotating Items ................................................................................................................................................. 218

Hiding Items .................................................................................................................................................... 219

Locking Items .................................................................................................................................................. 219

Linking Items .................................................................................................................................................... 219

Saving Changes and Borders ....................................................................................................................... 220

Adding Border Items ............................................................................................................ 220

Selecting Position and Size ............................................................................................................................ 220

Adding a Photo Item ..................................................................................................................................... 221

Adding a Multiple Photo Item ....................................................................................................................... 222

Adding a Graphic Item ................................................................................................................................. 223

Adding Text ..................................................................................................................................................... 224

Adding an Effect ............................................................................................................................................ 225

Adding a Custom Shape ............................................................................................................................... 226

Adding a Line ................................................................................................................................................. 227

Adding a Barcode ......................................................................................................................................... 227

Using Photo Queries ............................................................................................................. 228

Using the Retouch Workshop ................................................................................... 230

Navigating the Retouch Workshop ................................................................................... 230

Panning ........................................................................................................................................................... 231

Zooming In ...................................................................................................................................................... 231

Fitting the Page .............................................................................................................................................. 231

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Viewing at Actual Size ................................................................................................................................... 231

Before Retouching ............................................................................................................... 231

Applying and Removing ............................................................................................................................... 231

Saving Retouches........................................................................................................................................... 232

Understanding the Retouch Settings ................................................................................. 232

Opacity ........................................................................................................................................................... 232

Choose Source ............................................................................................................................................... 232

Size ................................................................................................................................................................... 232

Feather ............................................................................................................................................................ 232

Flow .................................................................................................................................................................. 232

Healing Effect ................................................................................................................................................. 233

Color ................................................................................................................................................................ 233

Amount............................................................................................................................................................ 233

Radius .............................................................................................................................................................. 233

RGB .................................................................................................................................................................. 233

Eyedropper ..................................................................................................................................................... 233

Contrast ........................................................................................................................................................... 233

Brightness......................................................................................................................................................... 233

Using the Retouch Methods ................................................................................................ 233

Brush ................................................................................................................................................................. 234

Lasso ................................................................................................................................................................ 234

Poly Lasso ........................................................................................................................................................ 234

Rectangle ....................................................................................................................................................... 234

Oval ................................................................................................................................................................. 234

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Fill All ................................................................................................................................................................ 234

Clear All ........................................................................................................................................................... 234

Using the Retouch Tools ....................................................................................................... 234

Clone ............................................................................................................................................................... 235

Blemish ............................................................................................................................................................. 235

Paint ................................................................................................................................................................. 235

Dodge ............................................................................................................................................................. 235

Burn .................................................................................................................................................................. 235

Sharpen ........................................................................................................................................................... 235

Blur ................................................................................................................................................................... 235

Color Saturation.............................................................................................................................................. 235

Color Balance ................................................................................................................................................. 235

Color Accents ................................................................................................................................................. 236

Redeye ............................................................................................................................................................ 236

Running a Shoot ........................................................................................................ 237

Adding a Customer .............................................................................................................. 237

Creating a Booking .............................................................................................................. 239

Setting Up Your Camera ...................................................................................................... 241

Setting Up a Tethered Camera .................................................................................................................... 241

Setting Up a WiFi Camera ............................................................................................................................. 242

Starting the Shoot ................................................................................................................. 243

Capturing and Importing Photos ....................................................................................... 244

Live View ......................................................................................................................................................... 245

Importing Photos ............................................................................................................................................ 246

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Retouching Photos ............................................................................................................... 247

Presenting Photos ................................................................................................................. 247

Creating an Order ................................................................................................................ 249

Adding Items to the Cart ............................................................................................................................... 250

Placing the Order ........................................................................................................................................... 251

Printing an Order................................................................................................................... 252

More Information .................................................................................................................. 253

Advanced Border Workshop ................................................................................... 254

Border Workshop Menu ....................................................................................................... 255

Front & Back Tab ............................................................................................................................................ 256

Add .................................................................................................................................................................. 258

Edit ................................................................................................................................................................... 266

Options ............................................................................................................................................................ 266

Setting Border Properties .......................................................................................... 270

Using the Border Items List ........................................................................................ 272

Adding Photo Placeholders ................................................................................................ 272

Transparency Options .................................................................................................................................... 274

Movement Options ........................................................................................................................................ 276

Advanced Options ........................................................................................................................................ 277

Size and Position ............................................................................................................................................. 278

Add Multiple Photos ............................................................................................................. 279

Photo Queries ................................................................................................................................................. 280

Image Cell Settings ........................................................................................................................................ 282

Photo Labels ................................................................................................................................................... 283

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Composite Options ........................................................................................................................................ 283

Composite Size and Position ......................................................................................................................... 283

Adding a Border Graphic.................................................................................................... 284

Transparency Options .................................................................................................................................... 284

Movement Options ........................................................................................................................................ 284

Advanced Options ........................................................................................................................................ 285

Size and Position ............................................................................................................................................. 285

Adding Text ........................................................................................................................... 286

Attribute Options ............................................................................................................................................ 286

Movement Options ........................................................................................................................................ 286

Vertical Alignment Options ........................................................................................................................... 286

Character and line Spacing ......................................................................................................................... 287

Advanced Options ........................................................................................................................................ 287

Size and Position ............................................................................................................................................. 287

Adding an Effect .................................................................................................................. 288

Transparency Options .................................................................................................................................... 289

Movement Options ........................................................................................................................................ 291

Advanced Options ........................................................................................................................................ 291

Other Options ................................................................................................................................................. 291

Size and Position ............................................................................................................................................. 291

Editing a Text Object’s Font ................................................................................................ 292

Adjusting the Page Layout .................................................................................................. 292

Fill & Fit Tool ..................................................................................................................................................... 292

Make Same Tool ............................................................................................................................................. 293

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Center Tool...................................................................................................................................................... 293

Align Tool ......................................................................................................................................................... 293

Space Tool ...................................................................................................................................................... 294

Order Tool........................................................................................................................................................ 294

Rotate Tool ...................................................................................................................................................... 295

Select ............................................................................................................................................................... 295

Pan ................................................................................................................................................................... 296

Zoom ................................................................................................................................................................ 296

Fit to Page ....................................................................................................................................................... 296

Actual Size 100% ............................................................................................................................................. 296

Testing Variable Text fields ....................................................................................... 297

Using the Photo and graphic Object Query .................................................................... 297

Graphic Variables .......................................................................................................................................... 297

Query Variables .............................................................................................................................................. 298

Troubleshooting ......................................................................................................... 300

Common Status Bar Errors ................................................................................................... 300

Print Queue Problem ...................................................................................................................................... 300

File Server Problem ......................................................................................................................................... 300

Camera Not Detected .................................................................................................................................. 301

Can’t Connect to a Server or Client Station .................................................................... 301

Hardware Problems ....................................................................................................................................... 301

Permissions ...................................................................................................................................................... 301

Testing the Server ........................................................................................................................................... 302

Testing the Clients ........................................................................................................................................... 303

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Can’t Detect a Printer or Camera ..................................................................................... 303

Hardware Problems ....................................................................................................................................... 304

Canon Printer Help ......................................................................................................................................... 304

Canon Camera Help ..................................................................................................................................... 305

Can’t Connect to the Database ....................................................................................... 305

Can’t Access the Photos Folder ......................................................................................... 306

Can’t Find a Portrait Session................................................................................................ 306

Can’t Send Orders to Print .................................................................................................. 307

Reference .................................................................................................................. 308

Photo Library Reference ...................................................................................................... 309

Top Catalog Menu ......................................................................................................................................... 310

Top Photo Viewer Menu ................................................................................................................................ 312

Bottom Catalog Menu ................................................................................................................................... 314

Bottom Photo Viewer Menu .......................................................................................................................... 315

Right-clicking a Catalog ................................................................................................................................ 316

Right-clicking a Photo .................................................................................................................................... 318

Shopping Cart Reference ................................................................................................... 320

Hiding and Showing Data and the Cart ...................................................................................................... 320

Shopping Cart Options .................................................................................................................................. 320

Right-clicking an Item in the Shopping Cart................................................................................................ 321

Orders Workspace Reference ............................................................................................ 322

Top Menu ........................................................................................................................................................ 323

Bottom Menu .................................................................................................................................................. 323

Right-clicking an Order .................................................................................................................................. 324

26

Table of Contents

Presentation Mode Reference ........................................................................................... 325

Top Menu ........................................................................................................................................................ 325

Photo Workshop Reference ................................................................................................ 328

Top Menu ........................................................................................................................................................ 329

Catalog Menu ................................................................................................................................................ 331

Right-clicking a Photo .................................................................................................................................... 333

Border Workshop Reference ............................................................................................... 334

Top Menu ........................................................................................................................................................ 335

Left Toolbar ..................................................................................................................................................... 336

Right Toolbar ................................................................................................................................................... 337

Right-clicking an Item .................................................................................................................................... 337

Shortcut Keys and Special Text ............................................................................... 339

Orders Workspace Shortcut Keys ....................................................................................... 339

Retouch Workshop Shortcut Keys ...................................................................................... 340

Photo Library Shortcut Keys ................................................................................................. 341

Slideshow Shortcut Keys ....................................................................................................... 343

Presentation Mode Shortcut Keys ...................................................................................... 344

Photo Workshop Shortcut Keys ........................................................................................... 346

Border Workshop Shortcut Keys .......................................................................................... 349

Home Shortcut Keys ............................................................................................................. 350

Inserting Special Text ............................................................................................................ 351

Index .......................................................................................................................... 359

27

Getting Started

Getting Started

Studio Solution software combines the operations and functions of a professional
working photo studio into a single, easy to use and automated software.

Historically, for the smooth operation of a working photo studio, many different pieces
of software would be required to cover all of the steps between the times when a client
is booked, all the way through to when the finished order is delivered.

Studio Solution brings all studio tasks together into a single, easy to use software that
can manage a complete professional studio workflow regardless of the company's size.
Because of the scalable design of Studio Solution, it can operate stand-alone on a
single laptop computer on location, or it can easily run over a large network managing
multiple workstations in various locations.

Studio Solution uses all of Canon's advanced imaging technologies "under the hood" to
ensure that the image quality being produced at every step in the shooting, processing
and printing process is up to the highest industry standard.

Rather than a studio owner or manager thinking about their camera, their computers
and their printers as separate tools, Studio Solution integrates their individual operations
effortlessly so that everything operates as a single unit.

The following are some of Studio Solution's useful features:

 Consistently superior image quality throughout the workflow
 Canon CR2 RAW workflow
 Access and permissions for all studio operations, Administrators can control

which employees have access to individual parts of the software

 Scalable to any size studio operation
 Included product support web links
 Management of all calendar, employee and customer databases
 Keeps track of customer family relations and birthdays
 Reporting

28

Getting Started

 Create pricing, packages and templates
 Wireless FTP capture
 Tethered capture
 Quick import via memory card or disk
 Image archiving
 Speedy creation of professional proof sheets and online galleries
 Unique borders, templates and composites. Apply graphic templates turning

photos into profitable products.

 Unique slide shows.
 Nesting and load sharing
 Built in Canon printer color management
 Retouch photos in the Studio Solution retouch module or Adobe Photoshop.
 Integrated Picture Styles for RAW editing
 Send orders electronically to professional labs with Labtricity.
 Green screen shooting and editing

Reading the Manual

We’re here to help. The manual is designed not just to tell you where buttons are

located, but with tutorials on how to perform every necessary task within the software.
Although you can easily move around the manual with links, depending on your
experience with the software you might want to jump ahead right away.

Setting Up

Start at the beginning. We’ll guide you through setting up your studio, piece by piece,

in the right order. No jumping around or missing important options. Click here to start
setting up.

Using the Software

If you don’t need to worry about setting things up, you can jump ahead and start

learning about using the software. Click here to start using the software.

29

Getting Started

Running a Shoot

If you’re only concerned with the steps necessary to run a shoot, start to finish, jump

ahead to the tutorial. Click here to run a shoot.

Troubleshooting

Click here to troubleshoot.

Reference

If you’re looking for detailed screenshots, button descriptions, or shortcut keys, check
the reference guides. Click here for reference material. If you’re looking for a list of
shortcut keys, click here instead.

Looking for Something Specific?

Try looking in the Table of Contents or the Index. To view a permanent and collapsible
Table of Contents to the left of this manual, select View > Navigation Panels >
Bookmarks from the PDF menu. Just click on a heading to jump to that section.

Want to Print the Manual?

The manual is a considerable size, but you can print it if you want a physical copy.
Simply select File > Print from the PDF menu, or press CTRL – P as a hotkey.

Installing Studio Solution

Supported Operating Systems

Studio Solution is supported on Windows XP, Vista and Windows 7. You can run the
software on any Mac OS that supports Boot Camp. For more information on running
Boot Camp, go to Apple’s support page.

Recommended Operating Requirements

 Pentium 4, Celeron 1.8GHz or AMD equivalent
 Microsoft Windows XP, Vista, or Windows 7 with all installed service packs
 1 GB RAM

30

Getting Started

 80 GB hard drive (or more depending on storage requirements)
 SVGA monitor (24-bit color at 1024x768 resolution)
 CD-ROM and CD-RW
 USB connectivity
 Microsoft Internet Explorer 5.0 or above

Before Installation

If you will be running Studio Solution over a network, you must be logged into Windows
as an Administrator during installation. This is only for installation purposes, and

afterwards the software can be used without connectivity problems by any user, if they
have permission to access Shared folders.

Note: Please make sure the dongle is not installed on the computer prior to installing the
software.

Installation

To install Studio Solution:

1. Insert the disc into the computer CD drive.

2. Setup will automatically start the installation process.

3. If a security window appears, select to Run the install.

4. The InstallShield Wizard will begin:
a. Select Next to begin the installation.
b. Read and accept the terms in the License Agreement.
c. Select Change to select a location to install Studio Solution.

i. The default location is C:\Program

Files\Studio Solution\

d. Select Install to begin the installation.

31

Getting Started

e. The installation will set up basic database information for the software. This

may take a few minutes.

5. The InstallShield Wizard will complete. Studio Solution is installed!

Running Studio Solution

Before running Studio Solution, you must have the USB protection key plugged into a
USB port and verified. If the key is not working or connected to the computer, you will

not be able to start the software.

If you installed Studio Solution into the default directory, you can open it by double
clicking the Studio Solution icon from your Desktop or from the Start Menu at Start Menu
> Programs > Studio Solution.

Supported CD/DVD Software

When using Windows XP or Vista, the software will automatically use the CD authorizing
capabilities of the operating system.

Supported File Formats

The following file formats are supported:

 .crw (Canon)
 .cr2 (Canon)
 .tif

 ..bmp
 .jpg
 .psd (Adobe)

 .png

Logging In

The first time you activate the software, you will automatically login as Admin, with
access to every part of the software. As the Administrator, you have the option to set
up the rights and privileges for other Studio Solution users.

Setting an Admin Password

The first thing you should do after logging in is set a password to protect your
Administrative settings.

32

Getting Started

To set a password for the Administrator:

1. Start the software with the USB protection

key installed.

2. Ensure you are in the Manage Studio

tab.

3. Select Logout, located at the very top

right of the software.

4. You will be returned to the login screen.

5. Select to login as Admin with no

password.

6. Select the Manage Studio tab then select the Employees sub-tab.

7. Select Admin then select Edit Employee located at the lower left corner of the

page.

8. Input a password then select Save.

9. Your password is now set.

Logging Into Your Online Account

If you have an ExpressDigital PhotoReflect account, you can set the software to log into
it automatically. First, you will need to set your PhotoReflect options here. Once they are
set, you can select to Automatically log in to Online Account at the login screen to
connect to your PhotoReflect and Labtricity accounts upon login. The user logging in

must have access to these accounts to use this feature.

Logging In as an Employee

To log in as an employee, they must first have an employee account. The password, if
required, can be set when the employee is created. The employee’s access and
permissions in the software is dependent upon the rights assigned to them. Learn more
about setting up employees here.

33

Overview

Overview

Studio Solution is divided into five tabs to easily manage your photography studio. These
tabs are located at the bottom of the software screen.

Manage Studio contains all of the day to day studio operation option such as
Calendars, Products, Printers, Cameras, and other general settings for the software.

The Photo Library is for organizing and managing your photos and albums.

The Photo Workshop is for editing and retouching your photos.

The Orders tab is for managing and printing all orders.

Client Presentation is a customer-friendly way of running the software while your
customer watches, appearing as a kiosk for presenting and ordering photos.

Manage Studio

Here you will take care of all daily business, such as adding events, customers,
employees, and setting products, services, and settings. The tabs at the top of the
screen will manage different aspects of your studio.

Home

This is your home page. Here you will see all bookings and tasks available for a
scheduled date.

Calendar

This is your studio calendar. You can add bookings, tasks, or calls for specific times and
dates. These will show up on your homepage. You can also schedule and view
employee schedules and rooms here.

34

Overview

Customers

Here you will add, view, or edit customer information. This is where their contact
information will be stored in the software.

Employees

Here you will add and register employees of your studio. You can assign events to them,
control their access to the software, and keep records of their actions.

Vendors

Here you will add and monitor vendors and inventory for your studio operations.

Products

Here you will add and edit your products, services, templates, packages, and prices,
including shipping and tax costs.

Printers

This is your printer configuration page. Add, edit, or troubleshoot printers here.

Cameras

This is your camera configuration page. Add, edit, or troubleshoot cameras here.

Reports

Here you will view, export and print various reports, including event, sales, employee,
and trend information.

Options

This is your settings page. Here you will manage all software options.

Photo Library

Here you will store, organize, and manage all photos and catalogs. The library is divided
into three sections, appearing in the software from left to right: Catalog Menu, Catalog
Viewer, Shopping Cart or Photo Data with Histogram.

35

Overview

Catalog Menu

This is where you will create, organize, publish, and archive your photo catalogs.
General headings are available upon installation but can be changed at any time.
Selecting a catalog here will determine which photos appear in the Catalog Viewer.

Photo Viewer

This is where you will review, orient, and organize photos within a catalog. You can add,
retouch, and order individual photos here.

Shopping Cart

This is where you will select packages and photos for purchase. Any created package
groups and products will be available here.

Photo Data

This is where you will be able to view a histogram for any image and add tags to a
photo or catalog.

Photo Workshop

Here you will touch up, edit, or manipulate your photos before sending them to print. All
of the changes made here will be saved as a new file. Your original photo file will
remain unaffected. There are five different tabs located at the bottom of the screen to
provide editing: Enhance, Correct (or Picture Style when working with Canon RAW files),
Color Balance, Drop Out, and View.

36

Overview

Enhance

This is for adding borders, text, and retouching your photos.

Correct/Picture Style

This is for adjusting light options such as shadows, brightness, and exposure. Canon
Picture Styles, will be made available when Canon RAW files are selected for editing.

Color Balance

This is for selecting or setting a color profile and adjusting white balance.

Drop Out

This is for editing and applying green-screen effects.

View

This is what the photo will look like if printed as is.

Orders

Here you will view, manage, and print all orders created in the Shopping Cart. There are
three tabs: New Orders, Pending Orders, and Completed Orders. Order details appear
below the queues.

37

Overview

Client Presentation

This option will only become available within the Photo Library and Photo Workshop,
and will change the appearance of the software into a customer-friendly presentation
tool, complete with ratings, comparisons, music, and a slideshow. The Shopping Cart
will be available during this mode for creating orders.

38

Setting Up: Software Options

Setting Software Options

Before using the software you will need to set many of the basic software options. Let’s
start with the most basic functions.

Find and select the Manage Studio tab at the bottom of the software.

Studio Information

Find these options in Manage Studio > Options > Studio Information.

The first step is entering
your studio information.
Enter your studio name,
address, and contact
information and click
Save. This information will
be used automatically in
other parts of the
software.

39

Setting Up: Software Options

General Settings

Find these options in Manage Studio > Options > General Settings.

Select a heading to change the software options. Below is a list and description of
each header and its options.

Application Local Settings

These settings apply only to this computer.

 Station: Select a unique name for this computer. This will allow you to identify

specific actions performed on or by this computer by recognizing the Station
name. Your computer name, as displayed in Windows, can be used as a default.

 Archive Path: Select or browse to a location to archive past events. Archiving will

remove the events from the software while keeping them handy in case you
ever need them again. You can also archive to a disc if your computer supports
it; select Test Compatibility to check if your computer can write information to a
CD. If not, you will need to save the data to another location then write with
other software.

 Backup Path: Select or browse to a location if you would like to make a backup

archive to a second drive or location on your network.

 Restore: Browse to your previously archived events to bring them back into the

software.

Note: Your Archive and Restore path must be set to the same location.

40

Setting Up: Software Options

Application Shared Settings

These settings apply to all computers on a networked system.

 Caption Logo Path: Set your logo to appear at the top of the screen during

Presentation Mode. The height cannot exceed 32 pixels and the width cannot
exceed 600 pixels.

 File Management: Select an option for storing catalogs: none, by day, by week,

by month. All catalogs during the selected time period will be stored in the same
folder.

Application General Settings

Set the general options for the software. A checkmark indicates the option is activated.
Many of the options are activated upon installation as the default.

 Allow text to be added on the fly to images and borders in the Photo Workshop:

while editing photos in the workshop you will be able to quickly add an empty
text box and format it independently of the image and any borders.

 Automatically delete an event after it is archived to disc: after archiving an

event to a backup location, the event will be automatically removed from the
software without a warning prompt.

 Fill package with current photo when adding to cart: if you have a photo

selected and add a package to the cart, the package will be automatically
populated with that photo. Normally, the package will be blank and you will
need to click and drag photos into the package slots.

 Show the „Desktop‟ in the library to browse folders: your computer desktop will

appear in the catalog list in the Photo Library, so that you can easily browse to
and add photos from locations on your computer without exiting the software.

 Enable auto-orientation of captured images if supported: the software will try to

decide if photos you take are meant to be portraits or landscapes.

 View a large preview of your photos on a second monitor: this option is only

available if you have a second monitor or Canon projector attached to your
computer. Any time you select a photo in the Photo Library, the second monitor
will display the photo full-screen with a black background.

41

Setting Up: Software Options

 Use the numeric keypad as shortcut keys for color correcting photos: the

numeric keypad will be used in the Photo Workshop for basic color correction
functions.

 Ignore preview thumbnails embedded in images: the software uses preview

thumbnails for storing edits, but other software will not recognize these files
properly and the images you see in Studio Solution will not have the full edits
when printed or published. If you routinely use different software to edit and
retouch photos, select this option.

 Always show the import photos confirmation dialog when importing files: this

prompts you for confirmation when selecting ―Import All‖ from Add
Photo>Import.

 Always show the quick import confirmation dialog when importing photos: if you

are using quick import, this prompts the user for confirmation when importing
photos.

 Always show the burn to disk confirmation dialog when burning files or catalogs:

this prompts you for confirmation when burning information to disk.

 Always show the hide photos confirmation dialog when hiding photos: this

prompts you for confirmation when hiding photos from the catalog.

 Allow borders to be edited from the Photo Workshop: select to allow imported

borders to be locked or editable in the workshop.

Select an image format when using another program to edit images:

 .bmp  .jpg  .png  .tif

Select Template Marketplace options:

 Display template marketplace on the Choose Border dialog in the Photo

Workshop: when selecting a template in the workshop, you can browse,

purchase, and download online templates.

 Purchased Template Download Dialog: select one of the following options:

o Always show the dialog when a template downloads.
o Do not show the dialog and do not add purchased templates to the

current border group.

o Do not show the dialog and always add purchased templates to the

current border group.

42

Setting Up: Software Options

Select Shopping Cart options:

 Show Service Notes as a branch of the Shopping Cart‟s Tree: you can select items

in the shopping cart and add, edit, or delete service notes.

 Show Print Commands and Media in the Shopping Cart menu: you can select

items in the shopping cart and add, edit, or delete print commands and print
media settings.

Select Color Management options:

 Use Monitor Color Profiles: set the default Windows color profile for photo display

in both the Photo Library and the Photo Workshop.

 Working Space: select one of the following color profiles:

o sRGB ColorSpace
o Adobe RGB (1998) - Default
o ProPhoto RGB

Select options for Prompts and Warnings:

 Allow free packages without warning: when you add a package with no cost to

the shopping cart, you will not be reminded that the package is free.

 Prompt for Administrator password when accessing program settings: if you are

not logged in as Admin and attempt to change the software settings, you will be
prompted for the Admin password in order to continue.

 Prompt for copies when adding packages to cart: if you routinely add more than

one copy of a package to the shopping cart at a time, select this option to
prompt you for a number of packages each time you add one to the cart.

 Prompt for copies for Quick Print packages: if you routinely print more than one

copy of a package using quick print, select this option to prompt you for a
number of packages to print each time you use quick print.

 Display quick print warning message: you will be prompted for confirmation

when using quick print, to avoid accidentally printing items.

43

Setting Up: Software Options

Fulfillment Options

These options affect customer orders.

 Automatically print orders containing locally fulfilled items: this option works with

the auto-print function in the Orders tab, and will automatically print all placed
orders that you fulfill in house. This option is enabled by default.

 Add default back print information to each order: enable this option to specify

and print text on the back of all photos. This option is only available for larger
printers with back print capability.

To enable back print text:

1. Select Add default back print information to each order.

2. Select Edit Back Print Info.

3. A window appears. Select Store suggested back print text in each order.

4. Enter the text you would like to appear. Select Insert special text to add

information such as date/time, names, photo numbers, copyright symbols,
etc.

 Add the default package to the shopping cart: enable this option to

automatically add your default package to every order made.

 Shipping Settings: select a default shipping method for all orders you fulfill locally,

and enable Ship all orders back to the company address to have all printed
orders mailed back to you.

 Print to Disc Settings: use this to write order information to disc for fulfillment at a

lab using Labtricity. The studio must have these products configured the same
way as the receiving lab. Select Test Compatibility to see if your computer
supports internal disc writing and can automatically burn the information to a
CD.

Image Preview Settings

These options affect preview files.

 Enable Preview Files: Preview files are reduced-size versions of your photos that

will load and edit faster than the digital negatives. The Image Preview Setting,
found in General Settings, is for previews generated for images under Desktop
and My Computer, on the Photo Library page. Image previews for orders are

44

Setting Up: Software Options

placed in the folder with the images. These previews are found in the X:drive.
The default location is C:\ProgramData\ExpressDigital\Common\CachePV.‖
Select a new path if desired.

 Preview Cleaning: it is not necessary to keep preview files for catalogs that are

no longer being used. The default settings will keep the files for two weeks. Select
a different time period if desired and a time of day to start purging. Select
Cleanup Older Previews to instantly purge the computer of preview files that
exceed the time frame, or select Delete All Previews to instantly purge the
computer of all preview files.

Spell Checker Settings

These options determine how the Spell Checker will correct comment and description
text fields in the software.

 Enable Automatic Spell Checking: enable this if you want to perform an

automatic spell check before saving your information.

 Apply spell check to street address fields: enable this if you want spell check to

confirm the spelling of your entries in the street address field.

 Options: these settings determine the correction levels for your spell checker

 Dictionaries: this setting allows you to add or delete words used by your

dictionary.

45

Setting Up: Software Options

PhotoReflect Account

PhotoReflect.com is an online storefront for uploading and selling photos. You simply set
your packages, products, and publish photos through Studio Solution to your site –
where customers will automatically be notified and able to purchase photos from your
studio 24/7. Find PhotoReflect options in Manage Studio > Options > PhotoReflect
Account.

Select Login Now to login into your PhotoReflect account. Once logged in, you can
manage all of your account information, set up web products and pricing, manage
your online portfolio, promotions, and view automatically generated reports of your
sales and orders.

Select Sign Up to make an account within the software. This requires an internet
connection.

Labtricity Account

Labtricity is a network of labs that makes ordering professional lab prints and services
easy. Once you create an account you can send orders to any Labtricity-enabled lab,
where they will print and mail the photos back to you or ship them directly to your
customers. Find Labtricity options in Manage Studio > Options > Labtricity Account.

Select Login Now to log into your Labtricity account. Once logged in, you can manage
all your account information, select labs, set up lab products and services, and view all
current lab orders.

Select Sign Up to create an account within the software. This requires an internet
connection.

System Properties

Find this information in Manage Studio > Options > System Properties.

This is a list of the computer properties, including used and free space, local paths,
detected cameras and printers, and software versions. This is information is helpful when
diagnosing any computer related problem.

46

Setting Up: Software Options

Calibrate Monitor

Calibration of your monitor is a vital step in managing the quality of your work in your
studio. You can perform a monitor calibration using X-Rite Eye-One Match Software in

Manage Studio> Options > Calibrate Monitor.

Note: You must have the Eye-One Match Software and hardware installed on your
computer before you can use this feature.

47

Setting Up: Your Network

Setting Up Your Network

This software can be used in a network environment, with multiple stations for capturing,
selling, enhancing, and printing. All of the information from each computer can be
shared on a simple Windows network, making it easy to switch between stations without
worrying about losing data.

This chapter will guide you through getting all of your computers, printers, and cameras
on a network and talking to each other.

Typical Networks

You will first need to determine what kind of network you wish to run. Below is a
compilation of common network setups for different studios. If you already know which
kind of network you plan to use, feel free to skip down to Your Network.

Single Computer Studios

A typical single computer studio includes one of the following setups:

Most of these setups will do their printing through any number of local printers to fulfill
orders. Both tethered and un-tethered cameras can be used in any setup. Tethered
cameras will import quickly and automatically, but require you to be close to the
system; un-tethered cameras will require an import step, but work best for mobile
shoots.

48

Setting Up: Your Network

Onsite Studios

A typical onsite studio includes one of the following setups:

These setups deliver prints on demand. Use local printers for smaller prints onsite and
send larger prints back to your studio. The computer in this setup works as a preview
and order station, while cameras can be tethered or un-tethered at the station, or
roaming around with photographers and manually imported later during the event.

Small Studios

A typical small studio includes one of these setups:

If one computer station is not enough, the software can
be used with any number of stations, all capable of
previewing and selling any photos on the server station.
The server and client stations will be connected through
a simple Windows network. Orders can be printed
locally.

Large Studios

A typical large studio includes this setup:

With a large customer base, you can set up even more
presentation and sales stations, all connected to several
different capture stations. These will all connect and sync
with the server station, allowing all the client stations to work
simultaneously with updated photos and data.

49

Setting Up: Your Network

Your Network

Now that you understand the logic, it’s time to set up your own network.

Find these options in Manage Studio > Options > Network Options.

Setting Up a Single Computer

A single computer setup means you are running one copy of the software on one
computer. The setup requires the installation of the USB dongle. This is the default upon
installation. A single computer environment means that:

 This computer will be used by itself.
 All photos and data will be stored locally or on an attached external HD or RAID.
 All print requests will be sent to printers connected directly to this computer.

To set up a Single Computer network:

1. Click Single Computer on the

left side of the screen so that
a check appears.

2. Select a Photos Folder. This is

automatically selected and it
is rare that you would need
to change it. If you do so, you
will need to manually copy
the existing folder contents.

3. Select a Database

Connection. This is also
automatically selected. If you
change it, the database will need to be migrated to the new location.

4. Select Apply.

50

Setting Up: Your Network

Setting Up a Server Computer

A server computer is necessary if you are running the software on more than one
computer.

Note: A dongle must be attached to the server computer to activate the network.

The server computer will contain all of the photos and data, and will share them with
the client computers.

Note: The server computer must be configured before the client computers.

A server computer means:

 A computer will be used, as a server, on a network.
 All photos and data will be stored locally on this computer.
 Printers are directly connected to this station.
 Clients can access the photos stored in this station.
 Clients can access data stored in this station.
 Clients can send print requests to this station.

To set this computer as the Server Computer:

1. Click Server Computer on the left side of the screen so that a check appears.

2. Select a Photos Folder. This is automatically selected and it is rare that you would

need to change it. If you do so, you will need to manually copy the existing
folder contents.

3. Select a Database. This is also automatically selected. If you change it, the

database will need to be migrated to the new location.

51

Setting Up: Your Network

4. Notice the Server Name, IP Address, and Workgroup. When setting up a client,

you will need to confirm these identifiers to ensure you are connected to the
correct server.

5. You will need to enable file sharing in Windows so that the client stations can

access the photos and data on this computer. Select Enable File Sharing.

a. For Windows XP: Follow the Network Setup Wizard to enable file sharing on

your network. You will need to restart your computer before this takes
effect.

b. For Windows Vista: The Network and Sharing Center window appears. Turn

On the following options: Network discovery, File sharing, Public folder
sharing, and Printer sharing. Select X to exit this window when finished.

c. You may also want to disable User Account Control (UAC) in Vista to

eliminate recurring password and permission prompts. To do this:

i. Open the Control Panel and under User Account and Family

Safety, select Add or remove user accounts.

ii. Select Go to the main User Accounts page and select Change

security settings.

iii. Click to unselect the box next to Use UAC to help protect your

computer.

iv. Select OK. UAC is now disabled.

6. You will need to share the photo folder in Windows so that the client stations can

access the photos on this computer. Select Share Photo Folder.

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Setting Up: Your Network

a. For Windows XP: Select the Sharing tab, and select Share this folder on the

network. The Share Name should be Photos. Select Allow network users to
change my files. Select Apply. Select OK.

b. For Windows Vista: Once you have enabled File Sharing, the Photos folder

is automatically shared as a subfolder. If you wish to share the folder
manually, you can disable sharing of public folders and enable sharing
specifically on your photos folder only by right-clicking on it and selecting
Share and allowing all users on your network.

7. If you are running a firewall on this computer, you will need to disable it to allow

database sharing. Select Disable Firewall.

a. For Windows XP: The Windows Firewall window appears. Select to turn the

firewall off, or to enable Studio Solution as an exception. To do this, select
the Exceptions tab and select Add Program. Select Studio Solution and
select OK.

b. For Windows Vista: The Windows Firewall window appears. Select to turn

the firewall off, or to enable Studio Solution as an exception. To do this,
select the Exceptions tab and select Add Program. Select Studio Solution
and select OK.

8. Select Apply.

Viewing and Managing Client Stations

If you are on the Server Station, you can view all clients attached as Stations to the
Server.

To view all clients:

1. Select Server Computer from the left side of the screen so that a check appears.

2. Select View Clients from the bottom of the server screen.

3. A window appears showing a list of all connected clients.
a. The clients are listed by Workstation name and type (client or server).
b. The Jobs column shows all current print jobs for each client.
c. The Status column shows all current print jobs sent from each client station.

Select a command at the top of the window to manage clients:

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Setting Up: Your Network

 Restart: restart the printing process for all clients.
 Stop: stop the printing process for all clients.
 Power Off: turn off the print server.

Setting Up a Client Computer

A client computer is necessary if you are running the software on more than one
computer. The client can access all of the photos and data on the server computer
and is typically used as a sales station, capture station, retouch station or reception
station. The Server Computer must be set up before the Client Computers. A client
computer means that:

 This computer will be used on a network.
 All photos and data will be stored on the server computer.
 All print requests will be sent to the server computer.

To set up a Client Computer:

1. Click Client Computer on the left side of the screen so that a check appears.

2. Verify that the Server Name, IP Address, and Workgroup are pointed at the

correct server.

3. The default is to automatically detect the server computer. If you wish to

connect to the server computer manually, select Manually specify the computer
name of the server computer and enter the computer address.

4. Select Test Server to test the connection. If the connection fails, you will need to

check your network connections and settings.

5. If all connections are working, select Apply.

6. Check the Print Server Status, Server Photos Folder, and Database Connection.

These should all show Connected. If they show Not Connected, return to Setting
Up a Server Computer and follow the steps in the section. If the connection still
fails, you will need to check your network connections and settings.

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Setting Up: Your Network

7. Your Client Computer has been set up successfully.

8. Repeat Steps 1 – 7 on all other client stations.

Connecting Printers

Now that we’ve finished with basic settings and have the network up and running, it’s
time to connect and add any printers that you’ll be using. Find printer options in

Manage Studio > Printers.

Printers should be directly connected to the server station or through a network hub, so
that each client can communicate with the server and use the printer. If you are using
a single computer setup, connect the printers directly to your computer or through a
network hub.

There are many different types of printers you can use with the software:

 Canon Pixma Pro (9000 & 9500

Mark I and II)

 Canon IPF Series (5100, 6100,

6200, 8100, 9100)

If you have installed the proper printer driver and have the printer connected via USB,
the software will automatically recognize it. If a printer is not automatically detected,
select [Add] for that printer type and select your printer from a list. If the printer does not
appear in the list, please confirm the printer’s detection within the Windows operating
system.

 Any Windows Printer
 Raster File Printer

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Setting Up: Your Network

Setting Up a Canon Printer with Direct Connectivity

Some Canon printers have direct connectivity with the software. You’ll only need to
plug it in, turn it on, and attach it to the computer. The software will instantly recognize it
and set it up, no drivers are necessary, when connected directly via USB.

The following Canon printers support direct connectivity:

 Pixma Pro 9000, 9500 Mark I and II  IPF 5100, 6100, 6200, 8100, 9100

To add and set up a Canon printer with direct connectivity via USB:

1. Attach the printer to the computer.

2. The printer will be automatically detected and added to the Canon printers list. If

it is not automatically detected, select [Add Canon Printer] and select your
printer from the list.

3. Select [Setup] to the right of the printer. A window appears.

4. There are four tabs of options: Main, Roll-sizes, Sheet-sizes, and Margin Text.
a. Main:

i. Select Enable this printer to activate the printer. This is turned on by

default.

ii. Select a Paper Source, Roll Width, Media Type, Media Rule, and

whether to auto-cut and allow borderless printing.

iii. Select Advanced Printing Preferences for the Windows printing

preferences.

b. Roll-sizes:

i. Select New to add a new roll-size. Select width, arrangements,

color profile, and offsets.

ii. Select a roll-size and select Edit to modify an existing roll-size. Edit

width, arrangements, color profile, and offsets.

iii. Select Reset List to set the list to printer defaults.

iv. Select Delete to delete a roll-size.

c. Sheet-sizes:

i. Select a sheet-size and select Edit to modify an existing sheet setup.

Select width, height, media, arrangements, and a color profile.

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ii. Select Delete to delete a sheet-size.

iii. Select Reset List to set the list to printer defaults.

d. Margin Text:

i. Select Control options for if and when to print margin text.

ii. Enter text to appear on lines 1 and 2 at left, center, and right

justification.

iii. Select Insert Special Text to enter pre-made text for customers,

dates, packages, and other information.

iv. Select Restore Default Text to set the text to printer defaults.

5. Select OK to save printer settings.

Setting Up a Canon or Windows Printer

Setting Up: Your Network

The steps for adding a Canon and Windows printer are the same, except some Canon
printers will be automatically detected and added to the list.

To add and set up a Canon or Windows printer:

1. Attach the printer to the computer.

2. The printer will be automatically detected and added to the Canon or Windows

Printers list. If your printer is not automatically detected, select [Add Printer using
standard Windows Driver] and select your printer from the list.

3. Select [Setup] to the right of the printer. A window appears.

4. Select Properties to set up basic Windows printing preferences.

5. Select Advanced to set advanced options:
a. Media & Profile:

i. Select Use a color profile for this device and browse to a color

profile location if you want to use a specific color profile.

ii. Select Media Rules and the corresponding media to sent specific

items to specific printers.

iii. Set the Bleed amount in pixels and select if you want to Apply

bleed on wallets & arrangements.

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Setting Up: Your Network

b. Margin Text:

i. Select Control options for if and when to print margin text.

ii. Enter text to appear on lines 1 and 2 at left, center, and right

justification.

iii. Select Insert Special Text to enter pre-made text for customers,

dates, packages, and other information.

iv. Select Restore Default Text to set the text to printer defaults.

6. Select OK.

7. Select a Page Size.

8. Select Arrangements for that page size: use Quick Setup to quickly add or delete

print sizes of one type. Select OK when finished.

9. Select OK to save printer settings.

Setting Up a Raster Printer

A raster image printer will output each print as an image file on your computer. The
image file size and type can be specified for output. This is especially useful when you
want to modify the image size and output as another file type.

To add and set up a raster printer:

1. Select [Add Raster Printer]. A window appears.

2. Select the print size of this image printer.

3. Select Options:
a. Confirm or change the print size.
b. Select Enabled to activate this image printer.
c. Select Copy Settings to copy the settings from another raster printer.
d. Select Orientation options.
e. Select the Print Area and Bleed options.
f. Select the Output Folder, output File Type, Filename Format, and the

filename and variable to start with.

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4. Select Media & Profile:
a. Select Use a color profile for this device and browse to a color profile

location if you want to use a specific color profile.

b. Select Media Rules and the corresponding media to sent specific items to

specific printers.

5. Select Margin Text:
a. Select Control options for if and when to print margin text.
b. Enter text to appear on lines 1 and 2 at left, center, and right justification.
c. Select Insert Special Text to enter pre-made text for customers, dates,

packages, and other information.

d. Select Restore Default Text to set the text to printer defaults.

6. Select OK to save printer settings.

Managing Connected Printers

Setting Up: Your Network

If you need to edit the settings of any connected printer, simply return to the printers
tab and select [Setup] for the printer you want to edit. Follow the steps for that printer
from the guides above.

Note: Printer settings are not accessible via a Client Station. Since printers are
connected to the Server Computer, they are only accessible via the Server.

Connecting Cameras

The software is almost ready to use, you just need to determine how photos will be
captured and imported. Find the camera settings in Manage Studio > Cameras.

Photos can be captured and brought into the software in a number of ways:

 Tethered Camera: the camera will be directly

connected to the software through a USB or
Firewire cable. Each time you take a photo, it
will appear instantly in the software.

 WiFi Camera: the camera will wirelessly

transmit photos to the software as they are

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Setting Up: Your Network

captured. If you roam out of range of the network, all new photos will be
transmitted when you return.

 Hot Folder Camera: a hot folder is a folder on your computer that is continuously

sending any new photos from that folder straight to the software. Set a hot folder
if your camera (or cameras) are importing photos to a specific folder.

 No Camera: no camera will be connected. All photos will need to be manually

imported from Compact Flash, file folders, or external drives.

Setting Up a Tethered Camera

Any professional Canon compatible cameras can shoot and send photos directly to
the software while connected through a USB or Firewire cable.

To set up your tethered camera:

1. Select Tethered Camera from the left side of the

software under Select Camera Type.

2. Connect the camera to the computer with a USB

or Firewire cable.

3. Turn the camera on.

4. Wait for Windows to detect the camera and

prepare it for use.

5. If the software does not detect the camera and

display it on the left side of the software, select Detect Camera.

6. The camera name will appear in the status bar at the bottom left of the

software, and at the top center of the Cameras page.

7. Your camera is now ready to shoot tethered.

While you are using a tethered camera, you can press SPACE on your keyboard to
automatically capture and import photos into the Photo Library or Photo Workshop. For
a detailed guide of capturing and importing photos, go here.

Setting Up a WiFi Camera

The software can receive photos wirelessly from any Canon Wireless File Transmitter
(WFT) using an FTP server. You will need to have a wireless internet connection set up on
your computer to use a WiFi camera.

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Setting Up: Your Network

To set up your WiFi camera:

Select WiFi Camera from the left side of the software under
Select Camera Type.

1. Make sure the Canon WFT is connected to your

camera.

2. Turn the camera on.

3. Use the WFT connection wizard through the camera

menu. For more details on finding the WFT wizard, refer to the camera manual.

4. Select FTP as the communication method in the camera wizard.

5. Enter your wireless network & router settings in the camera wizard.

6. Once the FTP Server settings appear on your camera, enter the FTP Address and

FTP Port listed on the Cameras page in the software. You must have Auto-Detect
Address checked for this option.

7. Once Login Method appears on your camera, use either ―Anonymous‖ or match

the username and password that you entered on the Cameras page. You must
have Anonymous Username checked to login anonymously without a password.

8. Once Target Folder appears on your camera, select Root Folder.

9. Complete the Wizard.

10. Your WiFi camera is now ready.

A WiFi camera is essentially a tethered camera without a cable. While you are using a
WiFi camera, you can press SPACE on your keyboard to automatically capture and
import photos into the Photo Library or Photo Workshop. For a detailed guide of
capturing and importing photos, go here.

Setting Up a Hot Folder

You can set up a folder to automatically import all new photos added to that folder.
The software will continuously monitor this folder for any photos added by you or a
camera.

To set up a hot folder:

1. In Local Folder, browse to or type in the folder to monitor.

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Setting Up: Your Network

2. You can automatically backup every photo to another directory for

safekeeping. If you want to backup your hot folder photos, browse to or type in
the backup location in Backup Folder.

3. Select Apply.

Importing without a Camera

To import without a camera, you will need to connect the camera picture card,
external drive, or browse to the folder containing the photos and manually import
them. Go here for more information on importing photos.

Setting Filename Options

Regardless of how you import photos, you can set the software to generate new
filenames for all photos you import. Find these options in Manage Studio > Cameras,
and select Changed File Naming Options from the middle of the screen.

Select a bubble to set new photo filenames. The following filename options are
available:

 Automatic: the unique filenames will be based off the day and time or the

Filmbar number. You can add a prefix for the filenames in the textbox. An
example of your format will appear.

Note: The Filmbar is displayed on the left side of the Photo Workshop window when
Single is selected at the upper left hand corner of the window. The Filmbar number is
the number displayed under the image.

 Numbered: the unique filenames will be numbered, starting incrementally from

the starting number you specify. You can add a prefix for the filenames in the
textbox. An example of your format will appear.

 Customer Driven: the unique filenames will be based off the customer ID and

one of the following: date and time, picture number, or picture name. Select to
Show the filename dialog for every picture taken if you want to view filename
info for imported photos.

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Setting Up: Your Products

Setting Up Your Products

Now that the general options are set and your network is working, it’s time to set up

some products and prices.

Creating Products

Find these options in Manage Studio > Products > Packages and Prices. This is where you
will create and edit all packages, products, and prices for your studio.

Products are structured like this: package groups will contain individual packages, and
each package will contain individual products.

Note: Make sure all client stations are closed prior to making any changes to Packages
and Prices. The clients will automatically update upon launch.

Creating a Package Group

Package groups are convenient for holding a number of packages and products
specific to an event. By creating multiple package groups you can switch between the
offered groups depending on your event, removing unnecessary packages and clutter
from the Shopping Cart.

To create a new package group:

1. Select + Add New Group from the tabs near the top of the Products window. A

prompt will appear.

2. Type in new group name for this package group.

3. If you want to copy an existing package group, select Copy of and select the

group you wish to copy from the dropdown menu.

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Setting Up: Your Products

4. If you want this package to be available online through your PhotoReflect site,

select Allow this package to be used with your online storefront. You must be
logged into your PhotoReflect account for this selection to be active.

5. If you want to have the option of quickly adding last-minute print items to orders

in the Shopping Cart, select to show the Add Lab Print Items and/or the Add
Local Print Items options.

6. Select OK.

7. You will be prompted to add package item to this group. Select the type and

quantities of the items you would like to offer to your customers. Select Cancel to
add packages later, or read the following sections.

Editing a Package Group

To edit a package group, select Edit Package Group near the bottom of the window to
change the selected package group settings. To delete a package group, select
Delete Package Group to remove it. You must always have at least one package
group available for use.

Adding Packages

Packages are subgroups of package groups that can contain any number of individual
items, for sale for one total price.

To create a package:

1. Select the package group you wish to add the package to.

2. Select Add Product from the options near the bottom of the Products window. A

prompt appears.

3. Enter a package name and a price. This is the total price of every product

included in the package.

4. Select Discount Pricing if you want to create a volume discount. Volume

discounts encourage your customers to purchase more pictures per order. Use

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Setting Up: Your Products

Add, Edit, and Remove to adjust volume discounts and set prices. The largest
discount for an order will always be applied automatically.

5. Select A la Carte Package if you want to allow purchase of individual products

within this package.

6. Select Quick Print if you want to print this package immediately upon purchase.

7. Select High Priority if you want to print this package before other orders in the

queue.

8. Select OK.

Editing a Package

To edit a package, select [Edit Product] near the top of the window and change the
selected package settings. To delete a package, select [Remove Product] to remove
the selected package. Select Expand All or Collapse All to see every item and
package included in the selected package group.

Creating a Product

Products are individual items that are included in a package. You can select the
number of prints, printing media, any special print commands, templates, and services
to be automatically applied to a product.

To add a Product:

1. Select both the package group and the package you wish to add the product

to.

2. Expand the package by selecting the down-arrow to the left of the package

name.

3. Select [Add Item]. A prompt appears.

4. Select Fulfiller to determine who will print the item. You can choose to fulfill the

item yourself (Local Print), or log into your Labtricity account and select a lab to
fulfill the item. If you select a lab, the product list will only show items they offer.

5. Select Print Group to filter the list to a particular print size.

6. Click on an item to add it to your package. Use the arrows under Count to select

the number of prints.

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Setting Up: Your Products

7. If you wish to add additional items to the package, click on another item and

select the number of prints. There is no limit to the number of items you may add.
Select Clear Quantities to reset the list and start over.

8. When finished, select OK.

Editing a Product

Once you have created a product, it will appear in your selected package with a list of
possible commands and preferences. Select [Edit Item] to change the product name,
price, size, fulfillment, or any of the options from the list below. Select [Remove Item] to
delete it.

Click on any available link to quickly add or edit a product feature:

 Fulfillment: Select where the product will be printed (local or lab). This option can

only be changed by selecting [Edit Item].

 Media and Print Commands: Select to add or edit the type of printing material or

special printing commands.

 Template: Select to assign a template with this product. Templates can be

graphics, layouts, overlays, or text.

To associate a template with this product:

1. Select Always use a border for this package item.

2. Select Choose. A window appears.

3. The top of the window includes all borders currently in the software, while

the bottom shows borders for sale from the online Template Marketplace.
Use the tabs and arrow keys to navigate and select a border, then select
OK.

4. The Border Name and description field is automatically populated.

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Setting Up: Your Products

5. Select the Tile Layout for how the border appears: once, tiled with the

same photo, or tiled for use with different photos.

6. Select the Orientation: best fit, landscape, or portrait.

7. Select the Placement.

8. If you want to add or edit text, select Use default border text. Select Edit

Default Border Text to view and enter new text. A template must have text
included for this option to be available.

9. Select OK.

10. This template will always be automatically applied to this product.

 Services: Select to add or remove existing services to a product. You must have

created services for options to be available.

Adding Digital Delivery Products

A Digital Delivery Product lets a photographer select an entire catalog or specific
photos in a catalog and within just a few clicks, send the images to CD/DVD or file.
Preview thumbnails,

Watermarks, slideshows complete with music, and any additional files can be added to
the digital media.

In order to sell your digital media, you need to set up a package to add to your
package groups. This will allow you to easily add a Digital Media option to your
shopping cart for a CD you will be creating locally. The Digital Delivery Product can be
assigned as its own package or added as an additional item to an existing package.

To add as a Package:

1. Select Add Product.

2. Assign the package a unique name and price.

3. Select OK to save.

4. Select the new package and select [Add Item].

5. Select Digital Delivery Products from the Print Group dropdown list.

6. To customize this product, select [Edit Item] to change any of the

components

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Setting Up: Your Products

There are four components for creating a digital delivery product: General, Slideshow,

Extra Files and Summary. ―General‖ is the general options settings for the digital output,

such as where the media will be sent, the media format, and media size. The

―Slideshow‖ component allows you to export an interactive slideshow with the media,
complete with music and promotional logos/images. The ―Extra Files‖ component

allows you to export any additional files to the media, such as music or text files.

―Summary‖ is a quick list of all the features available, and allows you to remove or

change options.

General

The first page within the Digital Delivery Wizard is the General component. The Format
page contains all the vital information necessary for exporting your digital media. There

are four options on the Format page: ―Destination Information,‖ ―Photo Format,‖
―Image Size,‖ and ―Advanced Options.‖

 Destination Information: Destination Information is where you set the location for

the exported media. Click the drop-down box to select a destination. Selecting

―<Browse Folder>‖ will let you search your computer for a folder or drive. You can

choose a folder on your computer or network, a storage device, or choose to
copy the files to a CD or DVD. If you choose a CD or DVD, make sure you have a
disc in the drive before attempting to burn the media.

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Setting Up: Your Products

 Photo Format: Photo Format is where you set how the images will be copied.

There are three options: Permanently apply attributes, Copy the images, or
Convert the images to another format while copying.

o Permanently apply attributes will save all of your current changes in the

Photo Workshop, but will combine all the layers and copy the images as
one single image layer.

o Copying the images will keep all layers intact, and copy the files exactly

as they are in Studio Solution.

o Converting the images to another format while copying will only convert

the format of the images on the new media, the originals will remain in

their current format, unchanged. If you choose ―Convert the images to
another format while copying‖ you will be able to click the drop-down

box and select an image format. If you do not select an option from the
list, the images will be copied as .JPG files. The other available formats
are: Windows Bitmap (.BMP), ZSoft (.PCX), Photoshop (.PSD), Portable Net
Graphics (.PNG), Targa (.TGA), Tagged Image File (.TIF).

 Photo Size: Photo Size determines the dimensions in pixels of the copied photos.

There are four size options: Preview Size (smallest size, approx: 640x480 pixels),
Medium Size (approx 1280x800 pixels), Full Size (largest size, full resolution), and
Custom Size. To enter a size, click on the drop-down menu under “Choose the
size of images you would like to save for the customer” and select one of the

options.‖

If you choose a custom size, the ―Width‖ and ―Height‖ boxes will become

available. Use the arrow keys to increase each dimension by 1 pixel, or click the
text field and type in a number. Custom sizes will not automatically keep an
aspect ratio. If you enter a width or height that does not keep the current aspect
ratio of the images, Studio Solution will fit the larger dimension to the picture and
crop out any parts of the shorter side that are beyond the specified dimensions.

 Advanced Options: Advanced Options will allow you to add a watermark to the

copied images. Watermarks are semi-transparent graphics, repeated over the
picture to deter image theft and unauthorized copies of the original picture. To add
a watermark to the copied images, check the box next to “Would you like to add a
watermark to these images?” Uncheck the box to disable this option.

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Setting Up: Your Products

Slideshow

The second page in the Digital Delivery Wizard is the Slideshow component. It is possible
to export a slideshow of all the photos along with the photos themselves. You can also
add music and promotional images to the slideshow.

To enable a slideshow for the digital media, click the ―Slideshow‖ tab at the top of the
Digital Delivery Wizard window, and check the box next to ―Would you like to add a
slideshow to the digital media?‖ Un-checking this box will disable the slideshow option.

The Slideshow page has four options after enabling the slideshow:

 To enter the number of seconds for each photo to be shown before switching to

the next, click the number and type in the desired number of seconds, or use the
arrow keys to increase or decrease seconds by one.

 To enable smooth fades between photos, check the box next to “Do you want a

smooth fade in/out transition in the slideshow?” If the option is enabled, each

photo will slowly fade to black, and the next will fade in from black. If the option
is disabled, the slideshow will instantly jump from photo to photo when the time
has elapsed.

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Setting Up: Your Products

 To add a music file to the slideshow, click the “Browse” button under “Select the

music file you would like played for the slideshow.” Select the file on your

computer, network, or drive that you would like in the slideshow, and click ―OK.‖
Leaving this field blank means no music will be played during the slideshow.

 To add promotional images to the slideshow, click the “Browse” button under “If

you would like to add promotional images to the slideshow select the directory
that contains the promotional and stock photos.” Select the directory or folder on

your computer, network, or drive that contains your stock or promotional images,

and click ―OK.‖ Now when a slideshow is viewed, the promotional images you

selected will be shown in the slideshow in between transitions from photos.
Leaving this field blank means no promotional or stock images will be shown
during the slideshow.

Extra Files

The third page of the Digital Delivery Wizard is the Extra Files step. This step allows you to
add any additional files to the digital media. For instance, you could attach stock

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Setting Up: Your Products

images of templates you can provide, or a price list, or even a copy of the customer’s

receipt.

To add extra files to your digital media, click the box next to “Would you like to add
additional files to the digital media?” The second option will now become available.
First, place all of the desired files into one folder. Everything in this folder will be added
as an extra file. You do not need to include the photo files in this folder, they will be
exported separately. Once you have moved all of your desired files into one folder,
type the folder location into the empty field or click the browse button to locate it, and
click ―OK.‖

Summary

The fourth and final page of the Digital Delivery Wizard is the Summary step. This step
shows a list of all the options you chose in the first three steps and gives you the
opportunity to check and change them.

The Summary page is made up of links. There are four headings, one for each section of
the Digital Delivery Wizard: General, Slideshow, Extra Files, and Summary. Clicking on
one of these headings, or any of the links under it, will take you back to that page of
the wizard and allow you to change every option on the page.

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Setting Up: Your Products

Notice that the links below each heading include each specific option you have
already selected. You can quickly scan the choices you have made without returning
to every page of the wizard to check them.

The Digital Delivery Wizard saves these settings for all future digital media. Whenever
you start the Digital Delivery Wizard, the Summary page will always contain the options
used for burning the last digital media. This allows you to quickly start the wizard, click
on the Summary page, and burn the media immediately if you want the same options
selected as last time. If you need to change the location, a watermark, or the music,
just click the appropriate link, change it, and return to the Summary page to burn the
media. This will save you a lot of time, since you do not need to complete the entire
wizard every time you need to create digital media.

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Setting Up: Your Products

Adding Services

Now that you’ve created some products, let’s move on to other product-related
options. A service is any kind of retouching or editing in addition to normal photo
editing, such as removing stray hairs or erasing braces.

Services may be added to any product or order. Each service has a cost that will be
included in the order total. Find service options in Manage Studio > Products > Studio
Services.

Studio services will appear in a list with the description, your price, the lab wholesale
price, and printing information. You will need to determine the service, the cost, and if it
will be a pre-print or post-print process.

Note: Make sure all client stations are closed prior to making any changes to Studio
Services. The clients will automatically update upon launch.

Adding a Local Service

A local service is something you will provide for the customer on your own time without
the use of a lab.

To add a local service:

Select Add Local Service.

1. Select a service from the list or create a new service.

2. Select a pre-print or post-process service.

3. Select a price.

4. Select OK.

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Setting Up: Your Products

Adding a Lab Service

A lab service will be provided by one of your Labtricity labs. Each lab will offer different

services at different prices. You will see the lab’s wholesale cost so that you may mark

up appropriately.

To add a lab service:

1. Select Add Lab Service.

2. Select a lab from the dropdown box.

3. Select a service from the available list.

4. Select OK.

Editing a Service

Select Edit or Remove in the Studio Services list to modify or delete an existing service.

Managing Templates

Templates are borders, backgrounds, text, overlays, or composites to be applied to

products. We’ve already covered assigning templates as you create products, so now
we’ll worry about managing groups and organizing existing templates. Find these

options in Manage Studio > Products > Templates and Composites.

Viewing Templates

Directly under the Studio tabs you will find a list of template tabs. Each tab includes
multiple templates of that type. Templates are organized in groups, and those groups
contain all related subgroups. For example: Sample Borders is a group containing
several subgroups, such as sports, composites, and holidays.

Use the < and > arrows to the left of the template tabs to jump back or forward within
the template tabs, and click on a specific title to view template of that type. The left-

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Setting Up: Your Products

most template title is the current group you are viewing; all group titles to the right are
subgroups of that group.

For advanced viewing options, select Options from the top right of the window:

 Change Group: select a different group to view the templates of that group.
 Show File Description: select this to list the file description beneath each

template.

 View Border Thumbnails or View Border List: select thumbnails to view miniature

previews of the template, or select list to view a vertical list of file descriptions.

 View Border Info: select a template and select this option to view the filename,

path, file size, creation date, and file description of your selected template.

 Thumbnail Size: select to change the size of the template thumbnails.
 List: select any template subgroup to view the templates of that group.

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Setting Up: Your Products

Adding Groups

To add a new group:

1. Select New Group from the bottom of the software.

2. Select to create a Top Level group that will contain subgroups, or to create a

Subgroup that will be added to the current group.

3. Select a name for the group.

4. Select OK.

Removing Groups

To delete the group you are currently viewing:

1. Select the group you want to remove.

2. Select Delete Group from the bottom of the software.

3. Select to delete the current top level group, or to delete the current subgroup

you are viewing.

4. Select the name of the group you wish to delete.

Editing Groups

To rename a group:

1. Select the group you want to rename.

2. Select Edit Group from the bottom of the software.

3. Select to rename the current top level group, or to rename the current subgroup

you are viewing.

4. Select the name of the group you wish to rename.

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Setting Up: Your Products

Setting a Default Group

The default template group will open automatically when you want to select a border
in any other part of the software. To set a default group, select a group and select
Make Default from the bottom of the software.

Creating Templates

You can create your own templates in the Border Workshop, detailed here. Select New
Template to automatically open the workshop and start creating a template.

Importing Templates

You can import any templates you have downloaded or created into the software.

To import a template:

1. Select the group and subgroup you want to add the templates to.

2. Select Import Template from the bottom of the software.

3. Browse to the location of the templates.

4. Select individual templates and select Add Selected to import them.

5. Select Add All to import all templates in this location.

6. Select Add All Subdirectories to import all templates in this location and in any

folders and subdirectories of this location.

Deleting Templates

Select an individual template and select Delete Template from the bottom of the
software to remove it from this group. The file will not be deleted.

Editing Templates

To edit an existing template in the Border Workshop, select an individual template and
select Edit Template from the bottom of the software. The template will open in the
workshop, where you can edit and save your changes.

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Setting Up: Your Products

Shipping Options

You will need to set up shipping options for different methods and for shipping to
different countries. This is where you will create and edit all shipping methods, groups,
and prices. Find these options in Manage Studio > Products > Shipping Options.

Note: Make sure all client stations are closed prior to making any changes to Shipping
Options. The clients will automatically update upon launch.

Setting Up the Default Group

A default shipping group is created automatically. To customize a shipping group:

1. Set a Handling Cost for each shipment. This

is your basic cost for packaging and
shipping and does not include the actual
mailing costs.

2. Select [Add Country] to set your shipping

rules for a particular country, or copy your
shipping rules from an existing country.

3. Select Add Shipping to add a shipping

method and price. A prompt appears.

4. Select from Pickup, Standard, Priority, 2

5. If you wish to charge a different price for orders over a specific amount, enter

that amount in the top box and your adjusted price in the bottom box. A new
rule must be created for each price you wish to charge.

6. Select Add.

nd

Day, or Overnight.

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Setting Up: Your Products

Adding a Shipping Group

Shipping groups make it easy to apply a different set of shipping rules for different
events. For instance, you would probably charge more for shipping wedding photos
than for studio portrait photos; simply create two identical shipping methods with
different prices in different groups and associate the desired shipping group with a
particular event, without needing to edit or return to this settings page.

Select [Add Group] to create a new shipping group. Follow the steps above to
customize it.

Editing a Shipping Item

To edit or remove a shipping group, country, or shipping method, select the [Edit] or
[Delete] options on the right.

Handling Cost

Handling costs are optional fees that can be charge to each order. A single cost will be
applied to all orders.

To add a Handling Cost, enter an amount then select [Save Handling] at the bottom of
the page.

Tax Information

You will need to set up tax information for your studio. Find these options in Manage
Studio > Products > Tax Information.

Note: Make sure all client stations are closed prior to making any changes to Tax

Information. The clients will automatically update upon launch.

Local Order Sales Tax

If you wish to automatically charge sales tax for orders created on this computer, enter
the sales tax rate.

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Setting Up: Your Products

Shipping and Handling Tax

Most states and provinces charge sales tax on shipping and handling. By default, the
software will charge sales tax on shipping and handling.

Note: You must check the box if you do not want to charge the local tax rate for
shipping and handling on your local orders.

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Setting Up: Your Studio

Setting Up Your Studio

Now that the software is set up and you have products ready to go, it’s time to prepare
your studio for business. We’ll start by adding users, vendors, and customers to your
database.

Vendors and Inventory

Running a studio can require a lot of materials. Setting up your vendors and inventory
will help you keep track of all your supplies and usage. Find these options in Manage
Studio > Vendors.

Adding a Vendor

Keeping a list of vendors in the software will make it easy to reorder supplies. Find these
options in Manage Studio > Vendors > Setup Vendors.

To add a vendor:

1. Select New Vendor.

2. Enter a Vendor Name and Account Number.

3. Enter Contact Details.

4. Select Save Vendor.

Editing a Vendor

All vendors are listed by name with a contact name and phone number. Click on an
existing vendor name to view the information. Select Delete Vendor from the
information screen to remove it.

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Setting Up: Your Studio

Adding an Inventory Item

Keeping track of your inventory will reduce costs and ensure that you never run out of
an item. Find these options in Manage Studio > Vendors > View Inventory On Hand.

To add an inventory item:

1. Select New Item.

2. Enter the Item Name and Description.

3. Select a Vendor from your list of vendors. If you need to set up vendors, scroll up

to the previous section.

4. Enter the Vendor SKU. This is the vendor’s serial or product number they use to

keep track of their products.

5. Select an Inventory Type or select [Add Type] to create a new one, such as

Paper or Ink.

6. Enter your current quantity.

7. Enter the item cost.

8. Enter the purchase date manually or select the calendar button and choose a

date.

9. Select Save Item.

Inventory items are listed by name, SKU, quantity purchased, quantity on hand, cost,
and purchase date. Click an item name to return to the information page and edit or
delete it.

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Setting Up: Your Studio

Updating Used Inventory

It is important to keep track of each used item to ensure that your inventory is accurate.
Find these options in Manage Studio > Vendors > View Used Inventory.

To update your used inventory:

1. Select Enter Used Item, or click an item name from the list.

2. Select an inventory item. Check the SKU to verify you have the right one.

3. The new window will show all information for the item.

4. Enter a reason for using the item.

5. Enter the quantity used.

6. Enter the use date manually or select the calendar button and choose a date.

7. Select Save Item.

Your current inventory will update automatically with your total, used, and remaining
items.

Employee Setup

Any person using the software can be set up as an employee. This will allow the
Administrator to manage the time of every employee. Each employee can have their
own login, schedule, permissions, and can be assigned tasks and bookings.

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Setting Up: Your Studio

Find the employee options in Manage Studio > Employees.

Adding a User Role

We will begin with creating user roles, because each employee will need to be
assigned one during the employee creation process. User roles determine which parts
of the software the employee can access. For instance, a manager will probably be
given access to every part of the software, while an entry-level sales or photographer
will probably not be given access to system settings, inventory, or networking options.

To add a user role:

1. Select Edit Roles from the right side of the window.

2. A list appears of existing user roles. Select one of these roles to edit, or select New

Role to add one.

3. Enter or edit the Role Name.

4. Set the permissions to determine which features of the software this employee

can access. Check the list below for more details on each feature.

5. Select Save Role.

Editing User Roles

Click an existing role to edit, rename, or delete it.

Permissions

Here is a list of all user role features. Check a permission to allow that role to use the
feature:

 Schedule View: has access to view the Calendar tab.
 Customers View: has access to view the Customers tab.
 Employee View: has access to view the Employees tab and check in/out.
 Vendor View: has access to view and use the Vendors tab.

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 Products View: has access to view and use the Products tab.
 Printers View: has access to view and use the Printers tab.
 Cameras View: has access to view and use the Cameras tab.
 Reports View: has access to view and use the Reports tab.
 Options View: has access to view and edit the Options tab.
 Photo Library: has access to view and edit items in the Photo Library.
 Photo Workshop: has access to view and edit items in the Photo Workshop.
 Orders: has access to view and edit orders in the Orders tab.
 Add Task: has access to add and assign tasks.
 Edit Task: has access to edit existing tasks.
 Delete Task: has access to delete tasks.
 Add Customer: has access to create new customers.
 Edit Customer: has access to edit existing customers.
 Delete Customer: has access to delete existing customers. Note: This role should

be limited to the Administrator.

 Add Employee: has access to create new employees. Note: This role should be

limited to the Administrator.

 Edit Employee: has access to edit existing employees. Note: This role should be

limited to the Administrator.

 Delete Employee: has access to delete existing employees. Note: This role should

be limited to the Administrator.

 Create, Edit, & Delete Role: has access to create, edit and delete roles. Note: This

role should be limited to the Administrator.

 Add Note: has access to creating notes for bookings, customers, and employees.
 Edit Note: has access to editing existing notes for bookings, customers, and

employees.

 Delete Note: has access to delete existing notes for bookings, customers, and

employees.

 Online: has access to PhotoReflect options.
 Labtricity: has access to Labtricity options.

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Setting Up: Your Studio

Suggested Role Setups

The following are examples of how the roles should be assigned:

 Administrator: The studio administrator should have all of the permissions

checked. If a password was not assigned when the software was first installed, it
should be created and saved before adding other employees.

 Manager: The manager role can be assigned all permissions with the exception

of Edit Employee and Create, Edit, & Delete Role. These permissions should be
left to the studio administrator.

 Photographer: The photographer role can be assigned all permissions with the

exception of Add Employee, Edit Employee, Delete Employee and Create, Edit,
& Delete Role.

 Sales: A Sales role can be given all permissions with the exception of any

management related tasks.

These roles are only suggestions and can be named and assigned any permission that
can work in your studio.

Adding an Employee

Now that we have created or updated a user role, we can add some employees to
your studio. From Manage Studio > Employees, you can view a list of all existing
employees, their roles, schedules and an option to sign them in. Let’s start with creating
an employee.

To add an employee:

1. Select New Employee from the right side of the window.

2. Enter the employee’s name, an employee ID or internal username, and an

optional password they will use to check in and out of the software.

3. Select a Studio Role for the employee. Select [Edit Roles] to edit or create a new

role, following the steps in the previous section.

4. Select a status for this employee. Select [Add Status] to create a new one.

5. Enter the employee contact information.

6. Select Save.

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Setting Up: Your Studio

You will be taken back to the employee list. Click on an employee’s name to see the
employee details. Here you will find the employee’s home page, complete with

contact information, notes, schedule, and all assigned tasks. You will learn more about
these options later.

Editing an Employee

Select an employee’s name from the list to enter their home page. Select Edit
Employee from the bottom of the window to edit any employee information or assign
them a different role. Select Delete Employee to remove them.

Import and Export File

Information from an external program, in either .csv or .txt format, can be imported in
the software. This can make the setup faster to complete.

Once the employee setup has been completed, you should export the data for
backup purposes. The file can also be used by other external programs as well.

Customer Setup

You can store any number of customers in the software, whether they are active,
inactive, or a lead for a future shoot. Find the customer options in Manage Studio >
Customers.

Adding a Customer

Customers are listed here alphabetically (by last name) with a contact phone number
and email.

To add a new customer:

1. Select New Customer from the right side of the window.

2. Enter the customer name, address, and contact information.

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3. Enter the customer status. Select [Add Status] to create a new one.

4. Select [Add Family Member] if you want to associate relatives of the customer

with this account. Enter the relative information and select Add Family Member.

5. Select Save Customer.

You will be taken back to the customer list. Here you will find the customer’s home

page, complete with all bookings, calls, notes, and orders. You will learn more about
these options later.

Note: Duplicate customers can be created. Make sure you enter all the pertinent
information (middle name, email address, etc.) to differentiate the customers.

Editing a Customer

Click on a customer’s name to see the customer details. Select Edit Customer from the
bottom of the window to edit any customer information. Select Delete Customer to
remove them.

Import and Export File

Information from an external program, in either .csv or .txt format, can be imported in
the software. This can make the setup faster to complete.

Once the customer setup has been completed, you can export the data for backup
purposes. The file can also be used by other external programs as well.

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Using Studio Solution

Now that we’ve set up the software, your products, and added customers and
employees, it’s time to get to work. We’ll start with basic functions and navigating
around the studio.

Find and select the Manage Studio tab at the bottom of the software.

Basic Studio Functions

Although there are many different windows within the studio, these functions are always
available.

Title Bar

The title bar is located at the very top of the software, and includes various resizing
controls and information.

 Select Studio Solution to bring up the standard Windows menu, where you can

move, resize, logout, and exit the software.

 Select _ or [ ] or X to resize or exit the software.
 Select ? to see the software version.

User

Centered directly below the title bar is the current employee’s username and their role.
Select Logout to log into the software as a different user.

Back and Forward

Your current software location is found to the left, above the studio tabs. Your current

location will be displayed here. If you are editing a specific vendor’s information, your

location might appear as Vendors > Setup Vendors > Vendor #1, for example.

Select the < and > arrows to navigate back and forward through your previously
viewed windows.

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Search

Directly above the studio tabs is a large text field with a magnifying glass. This is your
search function.

To search for an item:

1. Type the full or partial name of anything you wish to search for into the text field.

2. Hit Enter on your keyboard or click the magnifying glass.

3. The search results page will appear. Items here are organized by type, name,

and details.

4. Click on your desired name to go navigate to that item’s details page.

5. If you want to narrow the search by date, select a search period from the right

side of the window. If you choose Custom, type or select dates from the
calendar and select Apply Now.

6. If you want to narrow the search by type, select an item type from the right side

of the window. Item types include: All Types, Bookings, Tasks, Calls, Customers,
Employees, and Photos.

Studio Tabs

These tabs take you to different parts of the software.

Help

This brings up the user guide.

Status Bar

Below the studio window, to the left of the software tabs is the status bar. The status bar
will alert you to current processes in the software. Learn more about the status bar here.

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Software Tabs

These tabs take you outside the studio to different parts of the software.

Home Page

Find your home page by clicking the Home button in the studio tabs. Your home page
gives you a quick view of all bookings and tasks for the selected day.

Bookings will be listed by customer name, date and time, and with a brief description of
the job.

Tasks will be listed by the employee assigned and a brief description of the task.

Viewing Dates

You can view your current information for any day by navigating the small calendars on
the home page and clicking on a date.

Select the < and > arrows to change months.

You can view all of the information for multiple days:

 Click and hold the left mouse button and drag the cursor to

select any number of consecutive days.

 Select and hold CTRL and click individual days to select any

number of inconsecutive days.

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 Select and hold SHIFT and click individual days to select any number of

consecutive days.

Editing a Booking or Task

View and edit any booking or task that appears on your home page by clicking on the
name of the event. You will be taken to the appropriate booking, task, or call creation
page. Here you can edit, delete, or add notes to the event.

Calendar

Your calendar will help you schedule and keep track of every single booking, task and
call for your studio. Find your calendar by clicking the Calendar button in the studio
tabs.

There are four different calendars: Tasks and Events, Schedules, Rooms and Employee.

Tasks and Events show all actions, whether it’s a portrait shoot, cleaning a studio, or

making a confirmation call to a customer. Schedules show all employee shifts for that
time period.

Rooms will provide you with a detailed schedule for each room in your studio. The
Employee view will provide you with a detailed schedule for each employee of your
studio. Use the small calendars near the right of the window to navigate dates.

Select the < and > arrows above the calendar view to change the
week or month.

 Select the • to automatically go to the current day and

week or month.

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Viewing Modes

The calendar has three viewing modes: day, week, and month. To change the viewing
mode, select the day, week, or month buttons, located to the right below the
calendar.

 Viewing by Day: This will show the selected day (or days, if you selected more

than one) with an hour-by-hour schedule. The current date (or dates) will appear
above the large calendar view.

 Viewing by Week: This will show a full week, listing all bookings, tasks, and calls.
 Viewing by Month: This will show a full month, listing the top few bookings, tasks,

and calls. A … will appear in a calendar day if other events exist. You will need to
switch to viewing by month or day to see all events for that day.

 Viewing by Custom: Select and hold CTRL and click the mouse button to select

any number of days from the small calendar located on the right side of the
screen. The calendar will display these days.

Tasks and Events Calendar

Select the Tasks and Events button from the bottom of the window to access this
calendar. This calendar shows all of your current bookings, tasks, and calls for the studio.

If you are viewing your tasks and events by day, the day will be divided into three
columns:

 Bookings: View and manage all bookings for the day. Using this view will expand

details of the booking, showing a
description and estimated
duration.

 Tasks: View and manage all

employee tasks for the day,
including details and estimated
duration.

 Calls: View and manage all calls

and confirmations for the day.

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There is no limit to the number of bookings, tasks, or calls you can have at the same
time or overlapping the same times. They will appear next to each other in the column.

Adding a Booking

A booking is any type of photo shoot with a customer. This is a concrete event with a
date, time, and assigned employee.

To add a booking from the calendar:

1. Make sure you are in the Tasks and Events calendar, not the Schedule.

2. Double-click any day; you can change this in the next step. If you are viewing by

day, you must click in the Booking column.

3. Select a customer from the dropdown box.
a. If you want to search for an existing customer, select Search. Type in part

of the customer information in the Find box, select the criteria to search
for in the ―From‖ dropdown box, and select Search. You can also organize
the list of customers by clicking on a header to sort. When you have found
the customer, double-click the name or select it and select OK.

b. If you need to add or edit an existing customer, read the previous section

on setting up customers.

4. Choose a date, starting time, and end time for the event.

5. Enter a name for the event. You must enter a name before saving the booking.

6. Enter a description for the event. This is optional.

7. Update or add a status to the event. Examples: booked, completed, complete,

no-show.

8. Choose or add a room for the event.

9. If you want to automatically add a confirmation call for this event to your

calendar, select Add a reminder call to the calendar for this booking. This call will
appear on the calendar schedule 24 hours prior to the event.

10. If you want to make the booking a recurring event, select Recurring Options to

setup the event.

11. Assign an employee (or multiple employees) to the event.

12. Select Save Booking.

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13. The booking will now appear on your Tasks and Events calendar on the specified

date and time.

Adding a Task

A task is any maintenance, job, or reminder for an employee of your studio, or just the
studio itself. Tasks can only be added from the calendar while viewing by day.

To add a task from the calendar:

1. Make sure you are in the Tasks and Events calendar, not the Schedule.

2. Select to View by day.

3. Double-click any time in any day in the Tasks column; you change this in the next

step. You must double-click in the Tasks column while viewing by day.

4. Choose a date, starting time, and end time for the task.

5. Enter a name for the task. You must enter a name.

6. Enter a description for the task. This is optional.

7. Update or add a status to the task. Examples: assigned, completed.

8. If you want to automatically add a Reminder for this task to your calendar, select

the checkbox next to Reminder then set the reminder time from the dropdown
list. This reminder will appear on the prior to the assigned time.

9. If you want to make the task a recurring event, select Recurring Options to setup

the task.

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10. Assign an employee (or multiple employees) to the task. If you need to add or

edit an existing employee, read the previous section on setting up employees.

11. Select Save Task.

12. The task will now appear on your Tasks and Events calendar on the specified

date and time.

Adding a Call

Note: Calls can only be added from the calendar while viewing by day.

To add a call from the calendar:

1. Make sure you are in the Tasks and Events calendar, not the Schedule.

2. Select to View by day.

3. Double-click any time in any day in the Calls column; you change the actual

time and date next. You must double-click in the Calls column while viewing by
day.

4. Select a customer from the dropdown box.
a. If you want to search for an existing customer, select Search. Type in part

of the customer information in the Find box, select the criteria to search
for in the ―From” dropdown box, and select Search. You can also organize
the list of customers by clicking on a header to sort. When you have found
the customer, double-click the name or select it and select OK.

b. If you need to add or edit an existing customer, read the previous section

on setting up customers.

5. Choose a date and time for the call.

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6. Enter a name for the call. You must enter a name.

7. Enter details for the call. This is optional.

8. Update or add a status to the call. Examples: assigned, call again, complete.

9. Assign an employee to the call. If you need to add or edit an existing employee,

read the previous section on setting up employees.

10. Select Save Call.

11. The call will now appear on your Tasks and Events calendar on the specified

date and time.

Using the Schedules Calendar

Select the Schedules button from the bottom of the window to access this calendar.
This calendar shows all of your employee schedules.

If you are viewing your tasks and events by day, the day will be divided into as many
columns as employees that are scheduled that day.

To schedule an employee:

1. Make sure you are in the Schedules calendar.

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2. Double-click on any day.

3. Choose an employee from the dropdown box.
a. If you want to search for an existing employee, select Search. Type in part

of the employee information in the Find box, select the criteria to search
for in the “From” dropdown box, and select Search. You can also organize
the list of employees by clicking on a header to sort. When you have
found the employee, double-click the name or select it and select OK.

4. Choose a date, start time, and end time for the shift.

5. Enter a name for the shift. You must enter a name.

6. Enter comments for the shift.

7. Update or add a status to the shift. Examples: assigned, accepted, completed or

missed.

8. Select Save Schedule.

9. The shift will now appear on the Schedules calendar on the specified date and

time.

Adding Notes to Calendar Items

Once an item has been added to a calendar, you can add, edit, or view notes
associated with it.

To add a note to a calendar item:

1. Double-click the item to enter the details page.

2. Select Add Note to the right of the details.

3. Type a note and select Save Note.

4. You can also view and remove existing notes, listed by date and time. Select

[Remove] to delete a note.

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Moving, Editing, and Deleting Calendar Items

Once an item has been added to either the Tasks and Events or Schedule calendars,
you can move, edit, or delete it.

To quickly move a calendar item, click and hold the left mouse button and drag the
item to a different time or date. You can also move an item by double-clicking it and
editing the date and time from the details page.

To edit a calendar item, double-click it and enter the details page. Here you can edit
any options for the item.

To delete a calendar item, double-click it and enter the details page. Select the Delete
Item button to the right of the details.

Customers

The Customers tab will keep track of all your past, current, and possible future
customers.

After selecting the tab, a list of customers will appear, alphabetized by last name, with
a phone number and email address.

 Clicking a customer’s email link will open a new message to them in your default

email program.

 Clicking on a customer’s name will take you to the details page for that

customer.

Customer Details

This is your customer’s home page. It keeps track of all their booking and order info, and

is where you can view and manage general info, bookings, notes, and calls. The right

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