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How to Create/Edit Date Types

Overview

Date types allow you to keep track of important dates.  To begin tracking that information you need to add the date types that you want to track into StudioCloud. Each StudioCloud account already has the date types of Birthday and Anniversary setup for them.

How to Create/Edit Date Types

  1. Click on the Clients component
  2. Click on the Settings tab
  3. Click the Manage Date Types button
  4. Click the New Date Type button or edit an existing date type

How to Use Date Types

Click here for a tutorial on how to use Date types

How to View Clients with a specific Date Type

  1. Click on the Clients component
  2. Click on the Settings tab
  3. Click the Manage Date Types button
  4. Click the View Clients button for the desired Date Type
  5. A new window will appear that will list the clients who have that specific date type.

How To Have StudioCloud Automatically Email or Text Message a Client With A Specific Date Type On A Specific Day

Click here for instructions on how to setup StudioCloud to automatically email a client or text message them based on a specific date type

How to View Clients Who Have A Birthday, Anniversary, or Custom Date Type In Specific Month

Click here for a tutorial on how to view a list of clients who have a birthday, anniversary or custom date type in a specific month.