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I just signed up. Where do I begin?
I just signed up. Where do I begin?
Updated over a week ago

Getting Started

Are you a visual learner? If so, check out the video below to get your studio set up with Iris Works! Our YouTube Channel is also a great resource with multiple video tutorials!

Below we’ve outlined the most important steps to getting started in Iris Works. Don’t worry - this doesn’t take long. Plan on an hour or two, and you’ll be completely set up. Seriously! 

Go to your Studio Settings (My Settings > Settings in the upper right corner). You’re going to work your way down the tabs on the left hand panel. 

  1. Studio Profile: Here is where you can add in your studio contact information, update your login/password, add your studio logo (which will be displayed on emails, contracts, invoices, questionnaires, booking calendar), add an email signature, and your contract signature (which must be completed in order to send/use contracts).

  2. Session Types: Here is where you can tell Iris what types of sessions you offer. You can indicate which sessions offerings you want included on your Lead Page, and include an automatic reply message to any new leads based on their selection (see Email Templates below). Feel free to upload your own photograph as the icon (max file size is 10 MB). The label color will add this type of session to your Iris calendar in your choice of color, so at a glance, you can see what you have coming up.

  3. Lead Page: Get your new leads directly imported into your Iris account by using the Lead Page provided. Modify your headline, change the format from the icons to a simple drop-down, opt for a transparent background, change the color to match your brand, change your form layout, and add up to two additional fields/questions. Use the HTML to embed the iframe into your website, or use the URL and link to your hosted lead page. The Default Auto Email Response will be sent if your lead fills out the leads page but doesn't choose a session type. 

  4. Booking Setup: Want to book clients online? Under Booking Setup, you can create your Booking Calendars. Create as many calendar URLs as you like (we recommend one for each session offering). You can read more about Booking here

  5. Documents - Contracts, Questionnaires & Documents: In the Documents section, you can add in your custom questionnaires templates and contract templates, and upload any documents/attachments you like to send to your clients. Think of this as your Library of attachments. These can all be set to be sent automatically if you want (we’ll get to that below). 

  6. Invoice Setup: You can connect to your payment processor to collect online payments (Square). Set your invoice settings such as currency, default tax, additional Square Settings, Set Payment Reminders, and Customize your Invoice Messages. You can also connect your Quickbooks Online (US and Canada) account and to Fundy. Finally, you can add in any products, session fees, and anything you sell.

  7. Invoice Templates: Create and save invoice templates to save time, and even automate the sending of any invoice. Name your invoice template, add your products, and even save a memo if needed. 

  8. Email Templates: Also referred to as ‘canned emails’, these are emails that you send frequently. Copy and paste, or create from scratch, and utilize the ‘Variables’ to pull information from your client’s profile into the emails when sending them. Iris allows you to attach your contracts, invoices, questionnaires, and attachments to any email. *It’s a great idea to also include email templates for your new inquiries! 

  9. Workflows: Use one of our pre-loaded templates, modify them to match your brand, or start from scratch. You can choose to create a simple to-do item or a scheduled (automated) email. Each item will have an associated due date - our workflows are triggered based off the session date. Iris schedules items and emails before or after your session dates. Simple and straight forward! 

Congratulations! You've now got your studio settings all ready to go. You're now ready to load in some clients and kick off your workflows.

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