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1 Add a Client to a Marketing Campaign as a Referral

Overview To properly run your business it is important for you to know if your marketing campaigns are not only bringing in customers but also sales. Adding a marketing campaign as the referral for a client will help you track that important information.…

2 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…

3 How to Add a Client Thumbnail Image

Overview This tutorial will show you how to add a client thumbnail image to the client information window. How to Add a Client Thumbnail Image When Creating A New Client Create a Client Click here for a tutorial on how to create or edit a client Click on…

4 How to Add Important Dates for Clients

Overview This tutorial explains how to add date types to a client. How to Add A Birthday or Anniversary To A Client Click on the Clients component Click on the Clients tab Click the New Client button or edit an existing client In the client window enter the…

5 How to Add Relationships to Clients

Overview This tutorial will show you how to add relationships between clients and how this can benefit your business by creating a marketing campaign tailored to your clients based off their relationships. This tutorial assumes you have already setup your…

6 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…

7 How to archive and unarchive clients

Overview This tutorial explains how to view archived clients, archive clients, and un-archive clients. How to View Archived Clients Click on the Clients component Click on the Clients tab Click on the Filter Options menu Click on the Show Archived Clients…

8 How to Convert between Clients, Prospective Clients and Leads

Overview This tutorial explains how to convert a client, prospective client or lead to a different type of client. How to Convert to a Client, Prospective Client, or Lead Find and edit the client, prospective client, or lead you want to convert Click here…

9 How to Create a Pipeline for Clients

Overview Client pipelines are used to track the status of a client, prospective, or lead. The pipeline steps should occur one after another. How to Create/Edit a Client Pipeline Open and login to StudioCloud Go to the Clients component Click on the Settings…

10 How to Create a Project for a Client or Prospective Client

Overview This tutorial will show you how to create a project for a client or prospective client in StudioCloud with prebuilt tasks for that client. How to Create a Project for a Client or Prospective Client Open and login to StudioCloud Go to the Clients…

11 How to Customize the Client ID

Overview This tutorial will explain how to customize the client number in StudioCloud. How StudioCloud Calculates the Client ID When a new client is created StudioCloud automatically looks at all of the client id's for archived, hidden, and active clients,…

12 How to Delete Clients

Overview This tutorial provides the various methods whereby clients can be deleted from StudioCloud. How to Delete a Single Client, Prospective Client, or Lead Go to the Clients Component Click the Clients tab Click either the Clients, Prospective Clients…

13 How to Mark a Client as Do Not Market To Client

Overview This tutorial explains how to mark a client as "Do Not Market To Client". How is the "Do Not Market To Client" Option Used? The "Do Not Market To Client" option prevents the client from receiving CloudAlerts emails or text messages and automatically…

14 How to Mass Email Clients

Overview Sending an email to one or more clients is important in today's business. This article will help you determine different ways in which you can send mass emails using StudioCloud. Requirements Please note that before you can send emails from StudioCloud…

15 How to Merge Clients

Overview Sometimes you may need to merge two clients together. StudioCloud has a built in merge option which lets you move events, invoices, and payments from one client to another. After the merged client's information has been moved the client will be archived.…

16 How to Print Customer Invoice History

Overview The instructions below will help you produce a PDF with your client's invoice history. How to Print Customer Invoice History Open and login to StudioCloud Go to the Clients component Find and edit the client In the Edit Client window select the History…

17 How to Purchase Postcard Credits

Overview Before you can send out postcards to your clients you must purchase postcard credits. The following instructions apply if you want to manually send out postcards or if you want to have StudioCloud send out the postcards for you. How to Purchase Postcard…

18 How to Purchase Text Messaging Credits

Overview To send text messages within StudioCloud purchase text messaging credits. Each credit gives you one text message and must be purchased before you can send text messages. Please note that the purchase of SMS text messages is independent of your monthly…

19 How to Send SMS Text Messages to Clients

Overview StudioCloud provides the option for customers to either manually send sms text messages from StudioCloud by clicking a send text message button or by having StudioCloud send automated and personalized sms text messages for you. You must purchase…

20 How to Track Client Referrals

Overview Keeping track of where your business is coming from is very important. This tutorial will explain how to track referrals in StudioCloud for clients and prospective clients as well as marketing campaigns . How to Track New Client Referrals Click on…

21 How to Track Clients, Prospective Clients, and Leads Using Pipelines

Overview Click here for instructions on how to setup lead tracking.

22 How to View a Client's History

Overview One of the quickest ways to find invoice, payment, or event information is to use the Client History. Client History allows you to view the events, invoices, payments, and payments due for a specific client. You can narrow down the search window…

23 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…

24 How to View Clients with a Specific Tag

Overview Tagging clients is an important feature in StudioCloud that allows you to organize your clients. How to View the Clients that Have a Specific Tag Open and login to StudioCloud Go to the Clients component Click the Settings tab Click the Manage Tags…

25 Update Existing Clients From A CSV File

Overview This tutorial will show you how to update multiple clients, prospective clients, and leads in StudioCloud with new client information from a csv file. Limitations Please note that this method can only update the following client information: Business…