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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.

Setup Your Entire Workflow From One Central Location

If you would like to setup the entire workflow from one central location  


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.