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Prospective Clients Section

1 Import Client Information From ShootQ

Overview This tutorial will give you steps to export your clients from ShootQ to a CSV file and then import it into StudioCloud. How to Export Clients from ShootQ Go to the Relationships tab in ShootQ Click the export button near the top of the tab Click…

2 Overview of Prospective Clients

Overview This tutorial introduces you to the functionality available in the prospective clients section of StudioCloud. Explanation of Prospective Client Main Table The main table contains a list of prospective clients with two different methods available…

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…