Friday, April 2, 2021

Revamped Referral Tracking System

Revamped Referral Tracking System


StudioCloud has updated the referral tracking system to be faster and more intuitive. In addition, a new referral report has been added and the existing referral report has been updated to include additional features.

Click Here to Read the Tutorial on How to Use The New Referral Tracking System

Friday, March 26, 2021

Coupon Codes, Discount Codes, and Promo Codes

 

New Coupon Codes


StudioCloud now supports coupon codes, discount codes, and promo codes in both the StudioCloud desktop program and in the CloudForms.

Click Here to Read the Tutorial on How to Use Coupon Codes

Below are a few examples of the various ways coupon codes can be used:
  • Give clients that use a coupon code a dollar or percentage off their purchase
  • Make the coupon code only available for a limited time to encourage clients to purchase now
  • Make the coupon code a limited use to encourage clients to be one of a limited number to get the special
  • Make the coupon code a one time use code that is unique to each client where they would need to purchase to get their session fee waived

Wednesday, April 1, 2020

Server Updates

We just want to let everyone know there was a server update that occurred tonight (April 1st, 2020).

To avoid any issues with syncing, please make sure you are on version 3.1.522 or higher. If you haven't updated in the last three or four months you will need to update. You can go under the Help section in the program to update.

Also, for free accounts, if you haven't updated to the latest version with changes to the free account, you will have until Friday, April 3rd, 2020, to do so. If you need to get your data on to other computers, etc. please do this before then.

If you already updated but need to sync your data, you can open the program and click on Help, find version 524 and click the install release button next to it. This will downgrade you to the previous version and will allow you to sync just fine. This will work until Friday, April 3rd, 2020, if you need to get your data onto other computers.

Please let us know if you have any questions or concerns. Thank you all for your patience and understanding. We hope you are all safe and well.

Tuesday, March 24, 2020

Covid-19 Update


We hope you are all staying healthy and well with all that is going on. The StudioCloud team recognizes that this is a very stressful time for families and the small business owners who we serve. Our team has been discussing ways that we can help ease the burden through these coming months.
Please know that we are here to support your business in any way we can. We greatly appreciate our loyal customers; many of you have been with us since 2007. We feel that this can be a great time to organize and strengthen your business with the downtime you may experience and we want to help you do that.

Click here to book a free one-on-one


Starting today, all EmployeeBoost and PartnerBoost accounts can schedule a complimentary, one hour, one-on-one screen share meeting with a StudioCloud rep. During this meeting we will be on the phone with you while sharing your screen. This is the time to set up those features that you have not had time to fully utilize. Have you been wanting to set up automatic marketing campaigns, surveys to see how you can better serve your customers, automatic appointment reminders, birthday greetings, or thank yous? Have you been wanting to set up a workflow with pipelines to keep everything organized? Let us help you come out of this downtime stronger than before. We will also begin doing some online training to set up more general processes for all accounts. The first one will show you how to connect a rescheduling form to the automatic appointment reminders you already have set up.

Changes To Free Accounts


During this time we also need to make some changes to StudioCloud’s free product. Since 2009 we have offered a free account to small businesses that are just getting started. We are dedicated to continuing to offer these accounts but there will now be some limitations associated with them. We feel this is the best way to be able to support all levels of StudioCloud customers for years to come.
Free accounts will now be limited to 300 clients, 300 sessions, and 300 invoices. Cloud syncing will also not be available to free accounts. Please be aware that you will be able to access all of your data. This limit only applies when you create a new client, session, or invoice. Any data you have already entered into StudioCloud, will still be available to you. Our goal is to not disrupt anyone’s business as we make these changes. If you have exceeded this limit, or need cloud syncing, please subscribe to one of our add-on’s which cost $10 per month to not have limitations and to access cloud syncing. Otherwise, we recommend using group operations to delete any clients, sessions or invoices that you are not currently using.

Click here to view $10 per month add-ons

The point of this is to be able to serve all of our clients well, not to harm anyone’s business. Please email me directly at cori.rae@studiocloud.com if this change will harm your business. We are happy to postpone this for you and not have your account impacted during Covid 19 shutdowns.

Please let us know how else we can support you at this time. Please also let us know what other online class topics you would like to see. Stay healthy and safe everyone! The StudioCloud Team

Tuesday, August 6, 2019

Rescheduling CloudBooking Forms

New Rescheduling CloudBooking Forms

StudioCloud now supports rescheduling cloudbooking forms.

These forms can be used in two different manners. They can be used by clients to reschedule their own personal sessions and they can be used by employees to reschedule clients' sessions.

Clients Rescheduling Sessions

These forms can be either emailed or text messaged directly to a client. A good method is to include a rescheduling link in the confirmation email that is sent to a client so that they can reschedule the session if they need to do that.

The rescheduling forms are personalized forms and, as such, they will automatically pre-populate the clients information into the form.

Employees Rescheduling Sessions

Employees would use the rescheduling forms in order to quickly identify open slots on the calendar and avoid any mistakes in the booking. Employees can access the rescheduling forms in any of the following locations:


  • From the clients history tab when editing a client
    • Click on the "Select Action" option for the session being rescheduled and click the "Open Rescheduling Form" option
  • From the agenda view
    • Click on the "Select Action" option for the session being rescheduled and click the "Open Rescheduling Form in Browser" option
  • When editing a session
    • Click the "Open" menu option followed by the "Open Rescheduling Form In Browser" menu item.

Tuesday, July 30, 2019

Deadlines On The Calendar


View Deadlines On The Calendar

StudioCloud now supports viewing deadlines on the graphical calendar. You can access this new feature by doing the following steps:
  • Click on the Calendar
  • Click on the Calendar tab
  • Click on the Deadlines tab above the date picker

Deadline Tab
Breakdown of Available Deadlines


  • Lead Deadlines
    • This deadline is for lead pipelines
  • Session Deadlines
    • This deadline is for event/session/appointment pipelines
  • Invoice Deadlines
    • This deadline is for invoice/order deadlines
  • Project Deadlines
    • This deadline is for project due dates
  • Task Deadlines
    • This deadline is for task due dates





Saturday, June 1, 2019

Invoice Balance Due

New Invoice Balance Due Field

StudioCloud now lets you add a balance due date to an invoice to indicate when the invoice balance is due. This option is available under the 'Settings' tab when creating or editing an invoice.

Including the Date on Printed and Emailed Invoices

You can add the balance due date to any html5 invoice template. This option let the customer see when the balance is due in any printed or emailed invoice.

Pay Now Button

You can also have the html5 invoice show a 'Pay Now' button when the invoice is emailed to a client.

Automatically Email the Client when the Balance is Due

StudioCloud's CloudAlerts have also been updated so that you can automatically email an invoice to a client a few days before, on, or after the balance is due. The invoice in the email can also have the "Pay Now" button included in it.