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01 - Spiro Setup Series - Settings

Spiro has many powerful features and your setup should begin in the Settings section of Spiro.

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over a year ago

Below we will guide you through all options and note important features in the system.

Settings:

  1. My Company
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    2. Don't Miss "My Company" Settings:
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      1. General
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        1. Set the general information about your company. Pay special attention to: Time Zone, Measurement Units, Currency, as these all have negative effects if set incorrectly
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      2. Contact
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        1. Review all sections
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      3. Branding
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        1. ​

      4. Terms and Conditions
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        1. Paste in your Terms and Conditions so they can be displayed to your agents on the order page

          1. Example Here
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      5. Getting Ready Guide
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        1. Link your Getting Ready Guide, or Property Checklist to send to Subscribers for appointment preparation

          1. Example Here
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      6. Referral Program
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        1. Earn credits in your account by referring other photographers into Spiro. Users you refer get $30 in their account to get started and you earn 10% of all money they spend in Spiro forever!

  2. Scheduling
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    2. Manual Scheduling

  3. Service Areas
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    2. Don't Miss "Service Area" Settings:
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      1. Be sure to link your photographers to a service area

  4. Invoicing
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    2. Don't Miss "Invoicing" Settings:
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      1. Set your Default Agent Pay Options
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        1. When do you get paid for the job? Before the Order is Submitted (required payment processor integration), Before Download (required payment processor integration), Invoice Weekly/Monthly

        2. Payment Gateway Setup - integrate your payment processor to get paid!

  5. Entry Methods
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  6. Service Categories
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    2. Don't Miss "Service Category" Settings

      1. Service Categories relate to Photographer Skills. All of your "Services" are linked to a "Service Category" so Spiro knows which Photographers are eligible to be scheduled for a job

  7. Email & SMS Templates
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    2. Don't Miss Communication Settings:
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      1. We have defined default templates for you however you may modify these or turn them off to further customize your software.

  8. Price and Duration Override
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    2. Don't Miss Settings
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      1. Nothing too pressing in these sections, review the reasons and modify to collect better data.

  9. Photographers
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    2. Don't Miss "Photographers" Settings
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      1. Confirm if your Photographer get paid a cancelation or reschedule fee, set daily mileage payouts and review remaining sections.

  10. Shopping Cart
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    2. Don't Miss "Shopping Cart" settings
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      1. Here is where you are able to turn off some of the order page questions.

11. Task Builder

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