Mobile App Interface

This tutorial explains how to access the mobile apps and use the ios, android, and web based mobile app.

What types of mobile apps are available?

StudioCloud offers 3 different types of mobile apps

• An app for the iPhone and iPad
• Click here for links to the iPhone or iPad app
• An app for android phones or android tablets
• Click here for links to the Android app
• And a web based app which can be accessed from a phone or computer web browser
• Go to the following link to access the web version StudioCloud.com/m 
• The mobile interface requires the use of JavaScript and Cookies.  If either of these things are disabled then the mobile app will not function as expected.

Mobile App Overview

This mobile interface allows you to access the following: 

• Clients
• Search Clients, View Recent Clients, Create, Edit and Delete Clients
• Calendar
• View a month, week, and day view of the calendar, Create, Edit, and Delete Sessions/Events/Appointments
• Agenda
• Table view of Sessions/Events/Appointments, Create, Edit, and Delete Sessions/Events/Appointments
• Invoices
• View invoices and take credit card payments for invoices. 
• Creating and editing invoices from the mobile app is not currently supported.
• Projects
• View Projects
• TimeCard 
• (Requires EmployeeBoost Subscription)
• Mileage Tracking
• CloudForms 
• (Requires CloudForms Subscription)

How to Send an Email to a Client

When you send an email through this web interface it will open up the default app on your device for sending emails and should have the subject line and body of the message pre-populated.  However, this technology is limited to only support plain text messages so any advanced formatting in the email templates will be discarded.

1. Select the Menu option
2. Select the Clients menu item
3. Search for and select the desired client or create a new client
4. Select the Actions menu option
5. Select the Email menu item
6. Select the desired email template
1. Once you select the desired template it will open the personalized email in your default email client

How to Open a Personalized Cloudform For a Client

How to Send a Contract To a Client

1. Once you select the desired template it will open an email with a link to the contract in your default email client

How to View A Clients Contracts

Select the Menu option

Select the Clients menu item

Search for and select the desired client or create a new client

Select the Actions menu option

Select the View Contract menu item

Calendar Overview

How to View Your Calendar

Select the Menu option

Select the Calendar menu item

Select the desired day

How to Schedule a New Session, Event, or Appointment

Select the Menu option

Select the Calendar menu item

Select the desired time slot on the calendar to book

To select a time slot on the calendar you will long press on the day and time you want to use. Long press means to press your finger down on the calendar for several seconds to activate a task or access additional options.

Enter the desired information and click the Save button

How to Edit a Session, Event, or Appointment

Select the Menu option

Select the Calendar menu item

Select the desired session, event or appointment

In the View event window click the pencil icon in the top right to edit it.

How to Delete a Session, Event, or Appointment

Select the Menu option

Select the Calendar menu item

Select the desired session, event or appointment

In the View event window click the pencil icon in the top right to delete it.

Agenda Overview

How to View Your Agenda

Select the Menu option

Select the Agenda menu item

Select the desired day either by clicking the Next or Prev buttons or by clicking the date in between them and selecting the desired day.

How to Schedule a New Session, Event, or Appointment

Select the Menu option

Select the Agenda menu item

Select the New button

Enter the desired information and click the Save button

How to Edit a Session, Event, or Appointment

Select the Menu option

Select the Agenda menu item

Select the desired session, event or appointment

In the View event window click the pencil icon in the top right to edit it.

How to Delete a Session, Event, or Appointment

Select the Menu option

Select the Agenda menu item

Select the desired session, event or appointment

In the View event window click the pencil icon in the top right to delete it.

Invoices Overview

How to View Invoices

Select the Menu option

Select the Invoices menu item

Search for and select the desired invoice

Pro-Tip: Use the Filters button to search for the invoice.

How to Accept a Payment for an Invoice

Select the desired invoice

Select "Add Payment" to add a cash or check payment

Select "Add Credit Card Payment" to enter a credit card

CloudForms Overview

How to Open A New CloudForms In A New Browser tab

Select the Menu option

Select the CloudForms menu item

Search for and select the desired CloudForm

The CloudForm will open in a new browser tab

Timecard Overview

How to use the Time Card

Select the Menu option

Select the Timecard menu item

Select either the Clock In or Clock out button

Mileage Overview

How to use the Mileage Tracking at the start of the trip

Select the Menu option

Select the Mileage Tracking menu item

Enter the Odometer Start

Select the Save button

How to use the Mileage Tracking at the end of the trip

Select the Menu option

Select the Mileage Tracking menu item

Enter the Odometer End

Enter any desired notes

Select the Save button