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How to Create Clients in StudioCloud from ProSelect
OverviewWhen you are working with multiple clients on one album you can create a new client in ProSelect and sync the information to StudioCloud. Instructions to do that are below.
Please note, to link a ProSelect album with StudioCloud you have to search for an existing client in StudioCloud and link it to one of that clients events.
How to Create a Client in StudioCloud from ProSelect- Link the album in ProSelect to StudioCloud
- Click the Orders file menu button and click Client Setup...
- Click the Add New Album Client button
- Click Yes on the StudioCloud Integration warning message
- Enter your client's information
- Click the Link to StudioCloud button
- Click Yes when prompted if you want to save changes made to the order group
- Make sure that the Create New StudioCloud Client option is selected
- Click Add Client to StudioCloud
- Click Yes when you are prompted if you want to add a new client to StudioCloud
- Click the Close button in the Setup Clients window
- Save the ProSelect album
How to Link a ProSelect Album to a New ClientTo link a ProSelect album to StudioCloud the client must exist in StudioCloud with an event. If your client information already exists in ProSelect and you don't want to manually copy all of the information to StudioCloud use the steps below. - Open and login to StudioCloud
- Create a new client and enter only the first and last name
- How to Create/Edit a Client
- Create a new event for the client
- How to Create/Edit Events
- Go to the existing ProSelect album with the client information
- Click the File file menu button and click Link to StudioCloud...
- Click the Search button
- Select the client that you just created in StudioCloud with a first and last name
- Click the Find Events for this Client
- Select the event that you just created in StudioCloud
- Uncheck the Update Client "FIRST LAST" with this StudioCloud Client
- Click the Orders file menu button and click Client Setup...
- You should see the client information that you previously entered in ProSelect
- Click the Link to StudioCloud button
- Make sure that Link to selected StudioCloud Client option is selected
- Click the Link to StudioCloud Client button
- Make sure that the client details from ProSelect are set to be used
- Save the ProSelect album
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