Overview This tutorial explains the various methods in which employees of businesses can be tracked. How to Track Employees How to Track the Name of the Business Enter the name of the business in the client business field when creating a new client. Add the…
Overview This tutorial explains how to create or edit a client. How to Create/Edit a Client, Prospective Client, or Lead Click on the Clients component Click on the Clients tab Click on the All Clients menu bar button Click on one of the following buttons:…
Overview StudioCloud supports customizing the new/edit client window to only show the client fields that you use. Please note that the changes apply to the client, prospective client, and lead windows. How to Customized Client Fields Video An Example of the…
Overview This tutorial explains how to have a popup alert window appear in StudioCloud when a lead pipeline, event pipeline, or order pipeline deadline is due. How to Open the Manage Popup Alerts Window Click on the Settings component Click on the Settings…
Overview This tutorial explains how to quickly and easily print document templates How to Create Document Templates Click here for a tutorial on how to create document templates How to Print a Document Template for Clients, Prospective Clients, or Leads Click…
Overview This tutorial provides the steps to undelete a client, session/event/appointment, invoice, payment, project, task, or bookkeeping ledger entry How to Open the Logbook To undelete a resource the logbook must first be open. Below are the steps to open…
Overview Cold storage is used to store clients online that you only want to keep for archival purposes. These clients can only be accessed by using the search feature shown below. The advantage of this feature is it lets you keep your old client list accessible…
Overview The advanced search is used to search for clients in the cloud. How to Search For Clients Go to the Clients component Go to the Clients tab Click the All Clients button Click the arrow next to the Search button Click the Search Clients In Cloud option…
Overview This tutorial explains how to use the Workflow Manager to Setup your entire workflow from one central location. Workflow Manager Video Workflow Manager Overview The Workflow Manager helps you to setup your workflow from one central location in StudioCloud.…
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.…
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