Download Getting Started With Spectra

Table of Contents
Getting Started ........................................................................................................................ 4
Welcome ................................................................................................................................................... 4
Getting Help .............................................................................................................................................. 4
Within Spectra....................................................................................................................................... 4
Online Tools........................................................................................................................................... 5
Words to the Wise .................................................................................................................................... 7
Spectra Series Product Comparison.......................................................................................................... 7
1: Installing Spectra ............................................................................................................... 10
Installation Overview .............................................................................................................................. 10
Before You Begin..................................................................................................................................... 10
Read the Installation Instructions ....................................................................................................... 10
Check the System Requirements ......................................................................................................... 10
Download the Spectra Installer ........................................................................................................... 10
Basic Installation ..................................................................................................................................... 11
Installing Spectra on a Network .............................................................................................................. 12
Set Up a Shared Folder ........................................................................................................................ 13
Install Spectra on the First Computer .................................................................................................. 14
Install Spectra on the Remaining Workstations .................................................................................. 14
Optimizing Spectra .................................................................................................................................. 14
Run the Internet Update Utility ........................................................................................................... 14
Manually Download Updates ............................................................................................................. 15
2: Protecting Your Data ......................................................................................................... 16
Spectra DataSafe ..................................................................................................................................... 16
The Database Utility ................................................................................................................................ 16
Back Up Your Data .............................................................................................................................. 17
Compact Your Data ............................................................................................................................. 17
3: Setting Up Your Preferences .............................................................................................. 18
The Preferences Wizard .......................................................................................................................... 18
4: Finding Your Way Around .................................................................................................. 21
Spectra Home Page ................................................................................................................................. 21
Getting Around ....................................................................................................................................... 21
Hub Menu............................................................................................................................................ 22
Spectra Menu Bar ............................................................................................................................... 22
Shortcut List ........................................................................................................................................ 22
5: Working With Clients ......................................................................................................... 24
Creating New Clients ............................................................................................................................... 24
Importing a List of Clients ....................................................................................................................... 25
Finding Existing Clients............................................................................................................................ 26
6: Scheduling ......................................................................................................................... 27
The Calendar ........................................................................................................................................... 27
Navigating the Calendar – Viewing Tips! ............................................................................................ 27
Scheduling an Appointment or Session .................................................................................................. 28
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