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Date Types*

1 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…

2 How to Create/Edit Date Types*

Overview Date types allow you to keep track of important dates. To begin tracking that information you need to add the date types that you want to track into StudioCloud. Each StudioCloud account already has the date types of Birthday and Anniversary setup…

3 How to View Clients That Have A Birthday/Anniversary In A Month*

Overview This tutorial explains how to view a list of clients that have a birthday, anniversary, or a specific date type in a particular month. How To View Clients That Have A Birthday Or Anniversary In A Specific Month Go to the Clients component Click on…