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How To Setup Your Workflow

Overview

This tutorial provides a breakdown of all of the workflow options available to track and organize your business.

Track The Status Of A Prospective Client (Lead Tracking)

If you need to track a new potential customer, called a lead in StudioCloud, from the initial contact until they become a paying customer the following tutorial provides the options available to you.

Track The Status Of A Session and/or Event (Session/Event Status Tracking)

If you need to track the status of a session or event or you need to track steps that need to be done before or after the session/event then this tutorial provides the options available to you.

Track The Status Of A Client's Invoice (Order Tracking)

If you need to track the status of a customers order this tutorial provides the options available to you.