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1 Analyze Clients With Tag Based On Sales, Income and Amount Owed

Overview This tutorial explains how to analyze the sales income and outstanding payments of clients based on their tags Open The Desired Tag Analysis Window Click on Point of Sale component Click on the Reports tab Click on one of the following buttons Invoices…

2 How to Add Tags to Clients

Overview This tutorial will show you how to add tags to a client. How to Create/Edit Tags Click here for a tutorial on how to create or edit tags. How to View Clients by Tag Click here for a tutorial on how to view clients by tag How to Add a Tag to a Client…

3 How to add tags to Events, Invoices, Projects, and Bookkeeping

Overview This tutorial will show you how to add tags to events, invoices, payments, projects and bookkeeping ledger entries How to Create / Edit Tags Click here for a tutorial on how to create and edit tags How to Enable System Tags Click here for a tutorial…

4 How to Enable/Disable System Tags

Overview This tutorial will show you how to enable System Tags. System tags are used to tag jobs, events, invoice, bookkeeping, projects, and tags for reporting purposes. System Tags Details Client Tags support unlimited tags. System Tags only support one…

5 How to Send A Mass Email / Email Blast to Clients

Overview Sending an email to one or more clients is important in today's business. This article will help you determine different ways in which you can send mass emails using StudioCloud. Requirements Please note that before you can send emails from StudioCloud…

6 How to View And Export Clients By Tag

Overview This tutorial will explain how to view and Export Clients by Tag How to View Clients Associated With a Specific Tag Click on the Clients Component Click on the Settings tab Click the Manage Tags button Find the desired tags and then click on the…