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1 CloudBooking Setup

Overview The HTML CloudBooking is an integrated component of the CloudForms. How to Quickly Create A CloudBooking Form To quickly create a basic cloudbooking form do the following steps: Click on the Calendar Click on the Settings tab Click on the Manage…

2 CloudForms Overview

Overview CloudForms is a powerful add-on to the StudioCloud business management suite. One of the features of CloudForms is that it allows you to create and embed forms on your website to help you gather customer information. This tutorial explains how to…

3 Embedding a CloudForm/Client Portal in a Wordpress Site

Overview This tutorial explains how to embed a CloudForm or the Client Portal from StudioCloud into a Wordpress website. Install the iFrame Plugin This plugin is not supported nor affiliated with StudioCloud. Click here for a wordpress plugin that updates…

4 Example CloudForms

Overview Below are various StudioCloud CloudForm examples. Contents This tutorial includes the following examples: Contact Us CloudForm Informational CloudForms CloudBooking Form CloudForms with Contract Personalized CloudForms with Contract Example Contact…

5 How Setup a Pipeline Stage to Email a Form with a Contract

Overview This tutorial will step you through the process of setting up StudioCloud to email a lead or client, from a pipeline stage, to have them fill out a form and sign a contract. First, you will create the contract that you want to send. Then you create…

6 How to Create/Edit a CloudForm

Overview This tutorial explains how to create/edit a CloudForm. Video Tutorial How to Create/Edit a CloudForm Click on the Cloud Services component Click on the CloudForms tab Click the Manage CloudForms button Click the New CloudForm button or edit the desired…

7 How to Embed a CloudForm/CloudBooking Form in Zenfolio

Overview Zenfolio provides website hosting and other services. Although StudioCloud is not integrated directly with Zenfolio you should be able to embed a StudioCloud form using the instructions below How to Embed a StudioCloud Form in Zenfolio Create a custom…

8 How to Get CloudForm and CloudBooking Details For StudioCloud Support

Overview This tutorial explains how to provide details to a StudioCloud support tech to resolve CloudForm and CloudBooking issues. How to Access CloudForms and CloudBooking Details Click on the Cloud Services component Click on the CloudForms tab Click the…

9 How to have an Invoice Automatically Emailed to a Client from a CloudForm

Overview This tutorial explains how to have an HTML5 invoice emailed to a client when they fill out a CloudForm that creates an invoice. Create an HTML5 Invoice Template If you have already created an invoice template this step is not necessary Click here…

10 How to Integrate CloudForms Into Your Website

Overview This tutorial explains how to integrate a CloudForm into your website. How to Embed a CloudForms into a Wordpress website If you have a wordpress website click on the link below to learn how to embed the CloudForm into your website. Click here for…

11 How to Require a Client to Pay for a Booked Session

Overview This tutorial explains how to require a client to pay for a session or event. How To Require A Payment For CloudBooking Click here for instructions on how to require a payment for a cloudform How Booking A Session or Event That Requires A Payment…

12 How to Require A Customer Pay A Deposit With CloudForms

Overview This tutorial explains how to add an option to the CloudForms to automatically have an invoice created for the client and have it require a client to pay a deposit when filling out the form. How To Create A CloudForm Click here for instructions on…

13 How to save a CloudForm to your iPhone or iPad homepage

Overview If you want to save a CloudForm to your iPhone or iPad homepage so that you can quickly access it this tutorial explains how to do it. Why would you want to save a CloudForm to your iPhone or iPad Home Screen CloudForms include many powerful automated…

14 How to Send a CloudForm or Personalized CloudForm to a Client

Overview CloudForms support multiple options when sending a form link to a customer. What Are CloudForms and Personalized CloudForms A CloudForm is a online blank form that a customer fills out. It can be integrated with esignature contracts, online booking,…

15 How to Share a CloudForm with Another StudioCloud Business

Overview This tutorial explains how to share a CloudForm with another StudioCloud business so that they can import the CloudForm into their StudioCloud account. Import/Export Limitations CloudForms sometimes use information unique to the StudioCloud business…

16 How to view the clients that filled out a cloudform

Overview This tutorial explains how to view the clients that filled out a cloudform Option 1: View the emails sent to you You can view the emails automatically sent to you when a client fills out the cloudform. This can be done by just searching through your…

17 Scheduling Overview

Overview This tutorial explains how scheduling works in StudioCloud and provides the various options for setting it up. What is a Calendar Type Calendar types are the brains behind the calendar. Using calendar types you can select what type of appointment,…

18 Using CloudStorage*

Overview CloudStorage allows you to save any type of file to clients, sessions/events/appointments, invoices, projects, or tasks and then access it from any computer that uses StudioCloud. This tutorial will show you how to take advantage of this feature.…