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Initial Setup For A Wedding Photography Business
OverviewThis step by step guide provides instructions on how to step StudioCloud for a wedding photographer. LayoutThe instructions work from the top of the StudioCloud program from left to right. Required SetupItems that are underlined are recommend steps that all wedding photographers should follow. All other steps are considered optional. Setup Clients- Import Clients
- StudioCloud supports import clients from csv as well as from various third party software.
- StudioCloud provides a paid service where we will import this information for you.
- Setup Date Types
- The Date types of anniversary and birthday are already added to StudioCloud. For wedding photorgraphers there aren't typically any other recurring dates that need to be tracked in regards to weddings. Instructions on how to edit the dates types are below.
- Setup Relationships
- To setup relationships this can be done using the link below. For wedding photographers additional relationships such as bridesmaid, groomsmen, flowergirl, etc could be added. Below is a link to the instructions on how to setup relationships
- This information could also be recorded in the notes section of a client using a default document template. Below are the instructions on how to setup a document template.
- Setup Tags
- Tags are used to either group clients together or to track specific information. A wedding photographer could use tags to track a wedding group so that everyone in the group could be contacted at once. However, this is typical done by adding everyone to a wedding event and then contacting them from the event window. The tutorial on how to setup tags is below.
- Setup Pipelines (Recommend For All Wedding Photographers That Are Using StudioCloud's Project Management)
- Instructions on how to setup pipelines are available in the following link.
- Setup Email Templates and SMS Text Message Templates
- SMS Text Message templates and Email templates can be setup so that personalized emails or text messages are sent when a new client is created
Setup Calendar- Import Calendar
- Instructions on how to import a calendar into StudioCloud is available at the following link.
- StudioCloud provides a paid service where we will import this information for you.
- Setup Calendar Types (Recommended for all Wedding Photographers)
- Instructions on how to setup and customize the appointments are available at the following link. Most wedding photographers will want to remove calendar types that they don't use.
- SMS Text Message templates and Email templates can be setup so that personalized emails or text messages are sent when a specific event is booked.
- Setup a business partner or co-worker so that they can be scheduled (Requires PartnerBoost add-on)
- This option is only available for those wedding photographers who have the PartnerBoost add-on
- Setup Employees So that they can be scheduled. (Requires EmployeeBoost add-on)
- This option is only available for those wedding photographers who have the EmployeeBoost add-on
- Setup Virtual Employees So that they can be scheduled (Requires EmployeeBoost add-on)
- This option is only available for those wedding photographers who have the EmployeeBoost add-on
- Setup Business Hours
- The business hours are only used for the scheduling wizard and for the CloudBooking add-on. If you are not going to use those you can skip this step.
- Setup Equipment (Requires EmployeeBoost add-on)
- Equipment is used for scheduling equipment that is shared. Typically Wedding Photographers wouldn't use this.
- Setup Locations (Requires EmployeeBoost add-on)
- Locations are used for scheduling limited resources. Typically this would be different rooms in a studio. Typically Wedding Photographers wouldn't use this.
- Setup Calendar Filters (Requires EmployeeBoost add-on)
- Calendar filters are used to make the calendar easier to view by only showing specific information. They can also be used to export data from StudioCloud
- Export Your StudioCloud calendar to third party products
- The tutorial below explains how to export your entire StudioCloud calendar or a subset of your calendar using calendar filters to third party programs
Setup Point of Sale- Import Invoices
- Instructions on how to import invoices into StudioCloud are available at the following link.
- StudioCloud provides a paid service where we will import this information for you.
- Setup Products, Services, Packages, and Price Lists (Recommended for all Wedding Photographers)
- Instructions on how to setup your products, services, packages, and price lists are available are the following link.
- Customize The Printed Invoice (Recommended for all Wedding Photographers)
- Instructions on how to customize the printed invoice are available in the link below
- Setup Tax and Tax Profiles (Recommended for all Wedding Photographers)
- Instructions on how to setup your tax and tax profiles are available in the link below
- Setup Logo (Recommended For All Wedding Photographers)
- Instructions on how to import your logo are available below
- Setup Payment Types
- Instructions on how to setup your payments types are available at the following link. Typically the default settings work for most wedding photographers.
Setup Bookkeeping- Import Invoices
- Instructions on how to import bookkeeping into StudioCloud are available at the following link.
- StudioCloud provides a paid service where we will import this information for you.
- Setup Bookkeeping Accounts (Recommend For All Wedding Photographers That Are Using StudioCloud's Bookkeeping)
- Instructions on how to setup your bookkeeping accounts are available at the following link.
- Setup Bookkeeping Categories
- Instructions on how to setup your bookkeeping categories are availble at the following link.
Setup Project/Order Management- Import Projects/Orders
- Instructions on how to import bookkeeping into StudioCloud are available at the following link.
- StudioCloud provides a paid service where we will import this information for you.
- Setup Pipelines (Recommend For All Wedding Photographers That Are Using StudioCloud's Project Management)
- Instructions on how to setup pipelines are available in the following link.
- Enable Project Management Alerts
- Instructions on how to enable project management alerts are available at the following link
- Setup Task Templates
- Wedding photographers typically use pipelines instead of task templates.
Setup General Settings- Setup Email Templates and SMS Text Message Templates
- SMS Text Message templates and Email templates can be setup so that personalized emails or text messages can be easily created
- Setup Email In StudioCloud (Recommend For All Wedding Photographers)
- Instructions on how to setup your email account are available in the following link.
- Setup Business Hours
- The business hours are only used for the scheduling wizard and for the CloudBooking add-on. If you are not going to use those you can skip this step.
- Customize Business Info
- The information regarding your business name and contact info can be used in various locations in StudioCloud such as printed invoice, email correspondance, etc. The following tutorial explains how to update this information.
- Credit Card Processing
- The following tutorial explains how to setup credit card processing in StudioCloud.
Setup PartnerBoost (Requires PartnerBoost add-on)- Setup a business partner or co-worker so that they can login to StudioCloud or be scheduled on the calendar
- This option is only available for those wedding photographers who have the PartnerBoost add-on
Setup EmployeeBoost (Requires EmployeeBoost add-on)- Setup Employees So that they can login to StudioCloud and be scheduled on the calendar.
- This option is only available for those wedding photographers who have the EmployeeBoost add-on
- Setup Virtual Employees So that they can be scheduled, be assigned to projects/orders, or clock in/out using the time card program.
- This option is only available for those wedding photographers who have the EmployeeBoost add-on
Setup CloudAlerts (Requires CloudAlerts add-on)- Setup Email In StudioCloud (Required for email CloudAlerts)
- Instructions on how to setup your email account are available in the following link.
- Setup Email CloudAlerts
- Instructions on how to setup email cloudalerts are available at the following link.
- Setup SMS Text Message CloudAlerts
- Instructions on how to setup sms text message cloudalerts are available at the following link.
Setup CloudForms (Requires CloudAlerts add-on)- Create a form in StudioCloud
- Instructions on how to create a cloudform is available at the following link
- Get a contract esigned in StudioCloud
- Instructions on how to get a contract esigned are avaiable in the following link.
Setup CloudBooking (Requires CloudBooking add-on)- How to customize the CloudBooking
- Instructions on how to customize the CloudBooking are available at the following link
Setup CloudProofing (Requires CloudProofing add-on)- How to customize the CloudProofing
- Instructions on how to customize the CloudProofing are available at the following link
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