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1 How to Activate A CloudAlert Email or Text Message

Overview This tutorial explains how to activate or pause a CloudAlert email or text message once it has been created. How to Create a CloudAlert Click here for a tutorial on how to create a CloudAlert How to Activate a CloudAlert Automated Email Click on…

2 How to Setup Automatic Session or Event Email or Text Message Reminders

Overview This article explains how to setup a CloudAlert as a session, event, or appointment email or text message reminder. Table Of Contents How to Quickly Setup CloudAlerts Session Reminders or Thank you Emails/Texts. Breakdown of the Pre-Built CloudAlert…

3 How to Setup Automatic Welcome Emails

Overview This article explains how to setup an automatic email that will be sent shortly after an appointment, session, or event is created. This option is Advantages To This Method This option works well to prevent employees from accidentally editing an…

4 How to Setup Balance and Payment Due Reminders

Overview CloudAlerts can be utilized to send reminder emails or text messages to customers to remind them to pay their either entire invoice balance due or the payment dues. It can also provide a payment link in the email with which they can click on to pay…

5 How to Use CloudAlerts for Birthday, Anniversary, and Custom Date Type Messages

Overview This tutorial will explain how to setup StudioCloud birthday, anniversary, or custom date type emails and sms text messages. How to Use CloudAlerts as Birthday, Anniversary, or Custom Date Type Emails Go to the Cloud Services component Click on the…

6 How to Use CloudAlerts for Lead Created Messages

Overview This tutorial explains how to setup CloudAlert Emails and Text Messages to be sent a specific time after a new lead is created. How to Open a New CloudAlert Email Window Click on the Cloud Services component Click on the CloudAlerts tab Click on…

7 How to Use CloudAlerts For Project and Task Deadline Reminders

Overview This tutorial explains how to setup CloudAlert Emails and Text Messages to be sent out based on a project or task deadline How to Open a New CloudAlert Email Window Click on the Cloud Services component Click on the CloudAlerts tab Click on the Manage…

8 How to View Emails Sent to a Client

How to View Emails Sent to a Client This tutorial explains how to view emails that are sent to a client Client LogBook The logbook records the emails that are sent manually or automatically using CloudAlerts to a client. To view the logbook of a specific…