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1 Best Way To Track Employees of a Business

Overview This tutorial explains the various methods in which employees of businesses can be tracked. How to Track Employees using Tags How to Track the Name of the Business Enter the name of the business in the client business field when creating a new client.…

2 How to Create/Edit a Client, Prospective Client, or Lead

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:…

3 How to Customize The Client Fields

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 Samples of Customized…

4 How to Enable Popup Alerts For Pipeline Deadlines

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…

5 How to Print a Document Template

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…

6 How to Undelete Client, Session, Invoice, Etc.

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…

7 How to Use Client Cold Storage

Availability Version: 3.1.489 Overview Moving a client to Cold Storage is a way to remove a client record from the locally cached data on all computers logged in to your account. The client data will remain on the StudioCloud servers but will be inaccessible…

8 How to Use the Workflow Manager

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.…

9 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.…