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Clients Section

1 How to Create a Map Route

Overview For those businesses that have to visit multiple locations in one day StudioCloud has a variety of mapping features built in to the system. Instructions on how to create a map route are below. How to Create a Route for Events Click on the Calendar…

2 How to View Customers On A Map

Overview This tutorial explains how to view customer locations on a map How to Generate Map Routes Click here for a tutorial on how to generate map routes for customers How to Map Clients Go to the Clients component Select the Clients tab Click the Clients…

3 Understanding Client List Options

Overview When creating or editing a client record there are several options that can be checked which affect how StudioCloud shows or interacts with that client record. Those different list options will be described below. In addition, there is a short tutorial…

4 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.…