Tuesday, January 10, 2017

New: Add Client Details To Session Notes


With the latest release of StudioCloud you can now have client information automatically appended to the notes field when you are booking an appointment, session, or event. The client fields supported are business name, client name, address, phone numbers and email address.

This new feature is useful in providing you with the client details you need on the visible calendar without having to edit the session or event. In addition, the client details are also displayed on third party calendaring systems such as Google Calendar and smart phone's built in calendaring apps.
To select which client details you would like appended to the event notes field refer to the section header "How to Append Client Information to the Event Notes Field" from the following tutorial.

Friday, January 6, 2017

New iOS and Android Apps (Beta)

StudioCloud has released our new iPhone, iPad, Android Phone and Android Tablet app



Direct Cloud Access
  • Access your business information directly from the cloud. No need to wait for any information to sync between the cloud and your device.
Auto Adjusting Interface
  • The new web mobile interface has been designed to auto adjust to fit the screen size of the mobile device you are using.
Clients, Prospective Clients, and Leads

In the new client view there are a lot of new features such as:
  • Save a client's social media info
  • Track unique information using custom client fields
  • Open a personalized CloudForm for a client
  • View signed and unsigned contracts for a client
  • Create a new contract for a client to eSign
Agenda

The new agenda also has a lot of new features such as:
  • Schedule sessions, events, and appointments using calendar type and calendar sub-type
  • Book clients
  • Schedule employees, equipment, and locations

CloudForms

CloudForms have been integrated directly into the mobile app. A personalized CloudForm can be opened directly from the client view. A personalized CloudForm in the mobile is ideal to have a client verify their information on a tablet or ipad and update any inaccurate information.

A non-personalized CloudForm can be opened from the list of CloudForm and is ideal for a new client to fill out a new client form on a tablet or ipad.

Please note that CloudForm can also be integrated with online booking, payments/deposits, and contracts.

Mileage Tracking

You can now enter your mileage directly from the mobile app

Contracts

You can view all of the outstanding contracts or just the signed and unsigned contracts for a specific client from the mobile app. In addition, you can also create a new contract to be esigned.

Time Card

You can clock in and clock out directly from the mobile app.

Thursday, December 8, 2016

New: Web Mobile App (Beta)


StudioCloud has drastically improved the web mobile app.


You can access the mobile web app by typing StudioCloud.com/m into your mobile browser


Direct Cloud Access
  • Access your business information directly from the cloud. No need to wait for any information to sync between the cloud and your device.
Auto Adjusting Interface
  • The new web mobile interface has been designed to auto adjust to fit the screen size of the mobile device you are using.
Clients, Prospective Clients, and Leads

In the new client view there are a lot of new features such as:
  • Save a client's social media info
  • Track unique information using custom client fields
  • Open a personalized CloudForm for a client
  • View signed and unsigned contracts for a client
  • Create a new contract for a client to eSign
Agenda

The new agenda also has a lot of new features such as:
  • Schedule sessions, events, and appointments using calendar type and calendar sub-type
  • Book clients
  • Schedule employees, equipment, and locations

CloudForms

CloudForms have been integrated directly into the mobile app. A personalized CloudForm can be opened directly from the client view. A personalized CloudForm in the mobile is ideal to have a client verify their information on a tablet or ipad and update any inaccurate information.

A non-personalized CloudForm can be opened from the list of CloudForm and is ideal for a new client to fill out a new client form on a tablet or ipad.

Please note that CloudForm can also be integrated with online booking, payments/deposits, and contracts.

Mileage Tracking

You can now enter your mileage directly from the mobile app

Contracts

You can view all of the outstanding contracts or just the signed and unsigned contracts for a specific client from the mobile app. In addition, you can also create a new contract to be esigned.

Time Card

You can clock in and clock out directly from the mobile app.

Monday, November 21, 2016

New: Contact Employee Window


StudioCloud, version 3.1.381 and later, has added a new button to the bottom of the StudioCloud program which lets you quickly contact one or more employees by email or text message. You can view what the new button looks like below.

If you click on the button it will open a new Contact Employee window which will let you email or text one or more employees.

This new window makes it very easy to notify employees of schedule changes, cancellations, or other time sensitive changes.

Click here for a tutorial on how to quickly notify employees of changes directly from StudioCloud

Friday, September 9, 2016

New: Locking Invoices And Payments

StudioCloud now supports locking and unlocking of invoices and payments. Locking of invoices and payments is ideal for situations where you want to prevent the accidental editing of an invoice or payment by an employee and/or you want to make sure that your daily accounting is correct.

StudioCloud also provides an end of day close wizard to streamline locking the invoices and payments at the end of the day.

In addition, locking of invoices and payments also have the following features
  • Security roles for deciding which employees can and can not lock or unlock invoices or payments
  • Group operations to speed up exporting locked payments and invoices to a csv file for reporting purposes

Thursday, September 8, 2016

New: 2 Way Google Calendar Sync

StudioCloud is excited to announce that we now support 2-way syncing with Google Calendar. This has been one of our most requested features and we have been working long and hard to deliver it. 

With this new feature you can create or edit an appointment in StudioCloud and it will automatically sync to Google Calendar. In addition, if you create or edit an appointment in Google Calendar it will automatically sync to StudioCloud.

Here is a list of some of the programs that google calendar supports.

  • Android Smart Phone App
  • Android Tablet App
  • iPhone Smart Phone App
  • iPad Smart Phone App
  • Web Based Google Calendar
  • Most Desktop Calendar Programs Such As Outlook or iCal
Please note that 2-way syncing with Google Calendar is currently in beta.


Please note that this feature is only available for PartnerBoost and EmployeeBoost subscribers.

Thursday, September 1, 2016

New: Scheduling Employees


With the latest update of StudioCloud, version 3.1.360, the "Resources" tab in the new and edit session, appointment, and event window has been improved to speed up scheduling. 

Below are a list of the new improvements:

Automatically Hide Resources That Aren't Used

If a StudioCloud account doesn't have any equipment or locations then the corresponding tables under the "Resources" tab will be automatically hidden to provide more space for scheduling employees.

Only Show Available Employees For Same Day Appointments

The "Available Employees" table has been improved and only shows employees as available now if they meet the following criteria:

  • They have not been added to the scheduled table for the current session
  • They are not currently booked with any other session that overlaps with the current session that is being booked.
  • They are not currently marked as unavailable according to their business hours

If you would like to view a list of all employees click the "Show All Employees" checkbox at the top of the "Resources" tab and it will display all of the employees.

This new feature only applies to single day events and not to multi-day events. Multi-day events display the entire list of employees.

Requires The PartnerBoost or EmployeeBoost Subscription

Scheduling employees is only available for PartnerBoost and EmployeeBoost subscribers and, as such, this feature requires a PartnerBoost or EmployeeBoost subscription.

Click here to subscribe to the PartnerBoost or EmployeeBoost