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1 Analyze Clients With Tag Based On Sales, Income and Amount Owed

Overview This tutorial explains how to analyze the sales income and outstanding payments of clients based on their tags Open The Desired Tag Analysis Window Click on Point of Sale component Click on the Reports tab Click on one of the following buttons Invoices…

2 How to Add Tags to Clients

Overview This tutorial will show you how to add tags to a client. How to Create/Edit Tags Click here for a tutorial on how to create or edit tags. How to View Clients by Tag Click here for a tutorial on how to view clients by tag How to Add a Tag to a Client…

3 How to add tags to Events, Invoices, Projects, and Bookkeeping

Overview This tutorial will show you how to add tags to events, invoices, payments, projects and bookkeeping ledger entries How to Create / Edit Tags Click here for a tutorial on how to create and edit tags How to Enable System Tags Click here for a tutorial…

4 How to Create/Edit Tags

Overview This tutorial explains how to create and edit tags in StudioCloud. What Is a Tag StudioCloud allows you to create tags to help identify your clients, their interests, or other identifying information. It can also be used for marketing to clients…

5 How to View And Export Clients By Tag

Overview This tutorial will explain how to view and Export Clients by Tag How to View Clients Associated With a Specific Tag Click on the Clients Component Click on the Settings tab Click the Manage Tags button Find the desired tags and then click on the…

6 How to View Clients that Have Not Been Tagged

Overview This report provides a breakdown of the clients that have not been tagged How to View the Clients Not Tagged Report Click on the Clients component Click on the Reports tab Click the Clients Not Tagged Report button

7 List of Products Sold By Tag

Overview The report list of products sold by tag is a table with exportable options that will generate a list of all of the products that have been ordered for specific tags. This report is helpful if you need to see the notes for all of the products. An…

8 Tag Overview

Overview This tutorial provides a breakdown of Tags What is a Tag StudioCloud allows you to create tags to help identify your clients, their interests, or other identifying information. It can also be used to divide up information in StudioCloud. For example,…