|
|
Initial Setup for a Portrait Photographer
OverviewThis step by step guide provides instructions on how to step StudioCloud for a portrait photographer. Setup Clients- Import Clients
- StudioCloud supports importing clients, prospective clients, and leads from a csv file or various third party software solutions
- Customize Client Fields
- The client, prospective client, and lead windows can be customized to meet your specific needs.
- Lead Tracking Using Lead Pipelines
- Lead tracking is used to track a potential client from initial contact until they are a paying customer.
- Client Tags
- Tags are used with clients to group them for reporting purposes or for future marketing purposes
- Custom Client Fields
- StudioCloud supports 6 custom fields and 9 social media fields that can also be used as custom fields if needed
- Automatic Birthday And Anniversary Emails or Text Messages
- StudioCloud can automatically send birthday and anniversary email or text messages
- 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.
- Calendar Types
- Calendar types are used to identify what type of appointment is being scheduled on the calendar. Example of calendar types could be Appointment, Session, and Consultation
- Calendar Sub-Types
- Calendar sub-types are used to organize the calendar. When a calendar type is selected the calendar sub-types will automatically appear. Example of calendar sub-types for the calendar type Session could be Family Session, Portrait Session, and Senior Session.
- Automatic Session Appointment Reminders
- StudioCloud can automatically send session appointment reminders
- Schedule Business Partner
- If you have the PartnerBoost you can schedule both you are your business partner on StudioCloud's calendar.
- Schedule Employees
- If you have the EmployeeBoost you can schedule employees on the calendar.
- Schedule Virtual Employees
- If you have the EmployeeBoost you can schedule unlimited virtual employees on the calendar
- Setup Business Hours
- The business hours are used by the scheduling wizard and CloudBooking for scheduling
- Schedule Equipment
- If you have the EmployeeBoost you can schedule equipment
- Schedule Locations
- If you have the EmployeeBoost you can schedule locations. Typically this would be different rooms in a studio but it could also apply to outdoor photo shoot locations as well.
- Setup Calendar Filters
- Calendar filters are used to make the calendar easier to view by only showing specific information. They can also be used to export to view just the specific appointments in the calendar filter in third party calendars such as smartphone calendars, ical, outlook, google calendars. etc.
- 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
- Session tracking
- Session tracking is used to track what needs to be done before or after a session
Setup Point of SaleSetup BookkeepingSetup General Settings- Setup Email In StudioCloud (Recommend For All Portrait Photographers)
- Instructions on how to setup your email account are available in the following link.
- Credit Card Processing (Recommended For All Portrait Photographers Who Will Be Processing Credit Cards)
- The following tutorial explains how to setup credit card processing in StudioCloud.
- 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 Business Hours
- The business hours are used by the scheduling wizard and CloudBooking for scheduling
- 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- Schedule Business Partner
- If you have the PartnerBoost you can schedule both you are your business partner on StudioCloud's calendar.
Setup EmployeeBoost- Schedule Employees
- If you have the EmployeeBoost you can schedule employees on the calendar.
- Schedule Virtual Employees
- If you have the EmployeeBoost you can schedule unlimited virtual employees on the calendar
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
|
|
|