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StudioCloud Business Management Features

Overview 

This article shows a breakdown of the general features available in StudioCloud. For a more detailed breakdown of specific features please refer to that specific components features.

Please note that this feature list does not include the features for CloudProofing, CloudBooking, CloudForms, CloudAlerts, or CloudStorage.

To view those features please click on the following link and select the desired service. http://app1.studiocloud.com/support/index.php?/category/168/0/10/

General Features

General FeaturesFree StudioCloudPartnerBoost EmployeeBoost
Available For Mac, Windows, iPhone, iPad, iPod Touch, Android Phones and Android Tablets
X
X
Access OFFLINE on your desktop
X
X
Quick and Easy Installation
X
X
User manual, written tutorials, and video tutorials
X
X
Community forum support
X
X
Multiple methods of importing data
X
X
Automatically back up your information online
 X
X
Access Your Business Information ONLINE from any internet enabled device
 X
X
Access and edit data from your iPhone, iPad, Android Phone, and Android Tablet
 X
X
Manually backs up data online (Requires Clicking On The Syncing Process bar)

 X (Optional)
Manually syncs between multiple computers (Requires Clicking On The Syncing Process bar)

 X (Optional)
 Cloud Storage to attach images and files to clients, appointments, projects and tasks

 X X
Automatically backs up your data while working without having to click the sync button.

  X
Automatically syncs between multiple computers without having to click the sync button.
 
X
Automatically syncs between multiple internet devices without having to click the sync button.
 
X
Automatically syncs between multiple users without having to click the sync button.
 
X
Email, trouble ticket, and live chat support
 
X

PartnerBoost / EmployeeBoost Features

PartnerBoost / EmployeeBoost FeaturesFree StudioCloud PartnerBoostEmployeeBoost
Schedule two StudioCloud users

  XX
Schedule three or more StudioCloud users

  X
Schedule virtual employees, locations, and/or equipment
 
 
X
Security role based access control
 
 
X
Advanced Scheduler
 
 X
X
Tracks users login times and locations
 
 
X
Automatically syncs multiple users over the internet
 
 X
X
Employees can login and out from any location
 
 
X
Automatically calculates payroll hours
 
 
X
Tracks employee sales by event or invoice
 
 
X

Client Management Features

Client Management FeaturesFree StudioCloudPartnerBoost
EmployeeBoost
Manage Clients
X
X
Manage Leads/Prospective Clients
X
X
Organizations
X
X
Client relationships
X
X
Connect client to an event
X
X
Customizable dates
X
X
Customizable tags
X
X
Targeted marketing campaigns
X
X
View client history of invoices, appts, etc.
X
X
Generate contracts based on client information
X
X
Add clients on the go from your iphone, ipad, android phone, android tablet
X
Quickly and easily create a session, invoices, or project from the client window

  
Automatically send personalized emails or text messages to clients when scheduling a new appointment  
 Automatically send personalized emails or text messages to employees that are booked when creating a new appointment  


Calendar/Scheduling Features

Scheduling FeaturesFree StudioCloudPartnerBoost EmployeeBoost
Drag and drop appointments
X
 X
X
Pop up alerts
X
 X
X
Customizable color schemes
X
 X
X
Customizable Appt. & Event types
X
 X
X
Connect clients to appts. Or events
X
 X
X
Month, week, and day view
X
 X
X
Print out daily/weekly schedules
X
 X
X
Generate contracts based on calendar information
X
 X
X
Schedule on the go from your iphone, ipad, android phone, android tablet
 X
 X
X
Automatic client email or text message reminders (Requires CloudAlerts subscription)
For a complete list of CloudAlerts features go to the following link. 
http://app1.studiocloud.com/support/index.php?/article/AA-00617/168/
 X
 X
X
Allow clients to book appointments online. (Requires CloudBooking subscription)
For a complete list of CloudBooking features go to the following link
http://app1.studiocloud.com/support/index.php?/article/AA-00615/168/
 X X X
Export calendar to third party devices such as ical, outlook, iphone calendar, etc
Requires CloudProofing, CloudBooking, CloudForms, CloudAlerts and/or an EmployeeBoost subscription

  X 
Schedule two StudioCloud users

  XX
Schedule three or more StudioCloud users

  X
Schedule virtual employees, locations, and/or equipment
 
 
X
Calendar Filter capabilities (Multiple Calendar Books)
 
 X
X
Advanced Scheduler
 
 X
X


Point of Sale Features

Point of Sale FeaturesFree StudioCloudPartnerBoost
EmployeeBoost
Quickly generate invoices and estimates
X
X
Print invoices, estimates, and quotes
X
X
Create Payment Plans
X
X
Save client credit cards for later payments
*Requires a Merchant Warehouse account. Learn More Here
  X  X
 automatically charge client credit cards on specific dates
*Requires a Merchant Warehouse account. Learn More Here
  X  X
Request and Receive Online Payments*
*Requires a Merchant Warehouse account. Learn More Here
 X
X
Email invoices and estimates
X
Customizable price lists
X
X
Services
X
X
Packages
X
X
Process returns & void transactions
X
X
Assign product codes
X
X
Credit card processing with one click
X
X
Orders/Projects automatically enter project management
X
X
Supports most currencies
X
X
Multiple taxation structures (GST, PST, VAT, etc.)
X
X
Automatic sales tax calculation
X
X
Generate contracts based on invoice information
X
X


Bookkeeping Features

Bookkeeping FeaturesFree StudioCloudPartnerBoost
EmployeeBoost
User friendly accounting
X
X
Custom categories, accounts, payees, payers, etc
X
X
Tracks all transactions
X
X
Income and expenses
X
X
Cost of goods sold
X
X
Reconcile with bank
X
X
Tracks multiple account balances
X
X
Cash based accounting
X
X


Project Management Features

Project Management FeaturesFree StudioCloudPartnerBoost EmployeeBoost
Manage events, projects, tasks, or orders
X
 X
X
Create task templates for repetitive tasks
X
 X
X
Create Pipelines for Projects
X
 X
X
Automatically generate projects and tasks from clients, events or invoices
X
 X
X
Automatically send personalized emails or text messages to customers when a pipeline is changed

 X X X
Automatically assign a project/order to an employee when the pipeline is changed

 X X X
Automatically change the deadline or the priority when a pipeline is changed

 X X X
Prioritize using an easy 5 star system
X
 X
X
Set deadlines
X
 X
X
Receive popup alert reminders for tasks and projects
X
 X
X
Manage tasks and projects
X
 X
X
Assign projects and tasks to StudioCloud users
 
 X
X
 Assign projects and tasks to Virtual Employees

  X


Reporting Features

Reporting FeaturesFree StudioCloud PartnerBoostEmployeeBoost
Helpful visual graphs
X
 X
X
Generate reports from any date range
X
 X
X
Referral summaries
X
 X
X
Marketing campaigns success rates
X
 X
X
Revenue per hour or event
X
 X
X
Sales reports
X
 X
X
Payments received
X
 X
X
Who owes me money
X
 X
X
Sales tax reporting
X
 X
X
Profit / Loss
X
 X
X
Employee sales report by event/appointment
 
 
X
Employee sales report by invoice
 
 
X