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1 How to Activate A CloudAlert Email or Text Message

Overview This tutorial explains how to activate or pause a CloudAlert email or text message once it has been created. How to Create a CloudAlert Click here for a tutorial on how to create a CloudAlert How to Activate a CloudAlert Automated Email Click on…

2 How to Setup Automatic Session Message Reminders*

Overview This article explains how to setup automatic emails and text messages for a session Go to the Manage Calendar Types window Click on the Calendar component Click on the Settings tab Click the Manage Calendar Types button How to Setup Automatic Email…

3 How to Setup Automatic Welcome/Confirmation Emails

Overview This article explains how to setup an automatic welcome/confirmation email that will be sent shortly after an appointment, session, or event is created. Advantages To This Method This option works well to prevent employees from accidentally editing…

4 How to Setup Balance and Payment Due Reminders

Overview This article will explain how to setup CloudAlert's to send an email or text message when an invoice balance is due or an invoice payment is due. CloudAlerts can be utilized to send reminder emails or text messages to customers to remind them to…

5 How to Setup Birthday and Anniversary Emails or Text Messages

Overview This tutorial will explain how to setup StudioCloud to send emails or text messages for birthdays or anniversaries. How to Setup a Birthday Email or Anniversary Email Go to the Cloud Services component Click on the CloudAlerts tab Click on the Manage…

6 How to Use CloudAlerts for Lead Created Messages

Overview This tutorial explains how to setup CloudAlert Emails and Text Messages to be sent a specific time after a new lead is created. How to Open a New CloudAlert Email Window Click on the Cloud Services component Click on the CloudAlerts tab Click on…

7 How to Use CloudAlerts For Project and Task Deadline Reminders

Overview This tutorial explains how to setup CloudAlert Emails and Text Messages to be sent out based on a project or task deadline How to Open a New CloudAlert Email Window Click on the Cloud Services component Click on the CloudAlerts tab Click on the Manage…

8 How to View Emails Sent to a Client

How to View Emails Sent to a Client This tutorial explains how to view emails that are sent to a client Client LogBook The logbook records the emails that are sent manually or automatically using CloudAlerts to a client. To view the logbook of a specific…