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1 Add a Client to a Marketing Campaign as a Referral*

Overview To properly run your business it is important for you to know if your marketing campaigns are not only bringing in customers but also sales. Adding a marketing campaign as the referral for a client will help you track that important information.…

2 How to Add a Client Thumbnail Image*

Overview This tutorial will show you how to add a client thumbnail image to the client information window. How to Add a Client Thumbnail Image When Creating A New Client Create a Client Click here for a tutorial on how to create or edit a client Click on…

3 How to Add Important Dates for Clients*

Overview This tutorial explains how to add date types to a client. How to Add A Birthday or Anniversary To A Client Click on the Clients component Click on the Clients tab Click the New Client button or edit an existing client In the client window enter the…

4 How to Add Relationships to Clients*

Overview This tutorial will show you how to add relationships between clients and how this can benefit your business by creating a marketing campaign tailored to your clients based off their relationships. This tutorial assumes you have already setup your…

5 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…

6 How to Convert between Clients, Prospective Clients and Leads*

Overview This tutorial explains how to convert a client, prospective client or lead to a different type of client. How to Convert to a Client, Prospective Client, or Lead Find and edit the client, prospective client, or lead you want to convert Click here…

7 How to Create a Pipeline for Clients*

Overview Client pipelines are used to track the status of a client, prospective, or lead. The pipeline steps should occur one after another. How to Create/Edit a Client Pipeline Go to the Clients component Click on the Settings tab Click the Manage Lead Pipelines…

8 How to Customize the Client ID*

Overview This tutorial will explain how to customize the client number in StudioCloud. How StudioCloud Calculates the Client ID When a new client is created StudioCloud automatically looks at all of the client id's for archived, hidden, and active clients,…

9 How to Delete Clients*

Overview This tutorial provides the various methods whereby clients can be deleted from StudioCloud. How to Delete a Single Client, Prospective Client, or Lead Go to the Clients Component Click the Clients tab Click either the Clients, Prospective Clients…

10 How to Mark a Client as Do Not Market To Client*

Overview This tutorial explains how to enable the "Do Not Market To Client" feature What does the "Do Not Market To Client" Option do? If the "Do Not Market To Client" option is set for a client the following will happen: CloudAlert Email and Text Messages…

11 How to Purchase Text Messaging Credits*

Overview To send text messages within StudioCloud purchase text messaging credits. Each credit gives you one text message and must be purchased before you can send text messages. Please note that the purchase of SMS text messages is independent of your monthly…

12 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…

13 How to Send an ePayment Request (Merchant Account Required)

Overview StudioCloud has partnered with various merchant providers to include credit card processing integration. Part of that integration includes an option to send an ePayment which is a request sent to your client via email to pay their invoice online.…

14 How to Track Client Referrals*

Overview Keeping track of where your business is coming from is very important. This tutorial will explain how to track referrals in StudioCloud for clients and prospective clients as well as marketing campaigns . How to Track New Client Referrals Click on…

15 How to Track Clients, Prospective Clients, and Leads Using Pipelines*

Overview Click here for instructions on how to setup lead tracking.

16 How to View a Client's History*

Overview One of the quickest ways to find invoice, payment, or event information is to use the Client History. Client History allows you to view the events, invoices, payments, and payment due for a specific client. You can narrow down the search window by…

17 SMS Text Message Overview*

Overview StudioCloud provides the option for customers to either manually send sms text messages from StudioCloud by clicking a send text message button or by having StudioCloud send automated and personalized sms text messages for you. You must purchase…