Browse
 
Tools
Rss Categories

How To

1 How To Setup Mileage Tracking

Overview This tutorial provides a breakdown of all of the options that can be used to setup mileage tracking Setup Drivers Click here for a tutorial on how to setup drivers Setup Vehicles Click here for a tutorial on how to setup vehicles Setup Mileage Logs…

2 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,…

3 How to Undelete Client, Session, Invoice, Etc.

Overview This tutorial provides the steps to undelete a client, session/event/appointment, invoice, payment, project, task, or bookkeeping ledger entry How to Open the Logbook To undelete a resource the logbook must first be open. Below are the steps to open…

4 How to Use the Individual Pipeline View

Overview This tutorial explains how to access, use, and export pipelines and the resources associated with them. What is a Pipeline View A pipeline view is a way to view the resources associated with a pipeline in a column format. Each column header in a…