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Understanding Client List Options*


This tutorial explains the client list options and how to change them.

Client List Options

When creating or editing a client record there are several options that can be checked which affect how StudioCloud shows or interacts with that client record.  Those different list options will be described below.

  • Archive Client
    • Most often a client is archived when your business no longer maintains that person as a client.  The reason they are archived instead of deleted is because they have an invoice, session, or payment that you have recorded in StudioCloud and keeping that client in that programs maintains the integrity of that data.  To see what an archived client has in the system you can use the Client History component.  
    • Please see How to View  a Client's History for additional details.
  • Do Not Market To Client
    • This list option is used if you no longer want to send marketing information to the client. If the option is selected the following will happen:
      • CloudAlert Email and Text Messages will not be sent to the client
      • Scheduled messages, both email and text messages, will not be scheduled or sent to the client
      • Any newly created marketing campaigns will automatically exclude the client from the marketing campaign.
        • Note: If a client is already added to a marketing campaign they will continue to be a part of that marketing campaign.
  • Include Client in Client List (Not A Hidden Client)
    • If this option is checked then the client will show up in all searches throughout the StudioCloud program.  If this is unchecked then you will have to change the filter to view hidden clients.  This is most often used when a client, like a son or daughter, is not the primary client for your business but you want to keep track of important information like relationships to other clients or important dates.

How to Change the Client List Options

  1. Click on the Clients component
  2. Create a new client or find and edit an existing client
  3. Click the List Options menu button on the bottom of the New Client or Edit Client window
  4. Select the different option that applies for the specified client

Please note, the Archive Client option is not available when creating a new client

How to View Hidden Clients

  1. Click the Clients component
  2. Click the Filter Options menu button
  3. Click the Show Hidden Clients menu option

How to View Archived Clients

  1. Click the Clients component
  2. Click the Filter Options menu button
  3. Click the Show Archived Clients menu option