Last night's update included one important change for prospective customers. You can now include prospective customers when scheduling events on the calendar. This will allow for you to meet with those prospective customers and discuss their needs before they are added as actual customers for your studio.
To add prospective customers to a calendar event open up an event and click the button that reads "Select Customers" and where you would normally see your list of customers you will now see two tabs. One labeled "Clients" and the second labeled "Prospective Clients". You can double-click and drag and drop the prospective clients into the list of selected clients.
Also, creating new products and services just became easier with the new "Duplicate" button available in Point of Sale. If you need to add a new product or service that's similar to an existing product, simply click "Duplicate" and an "Add New Product" form will pop up pre-populated with the existing product's information.
Finally, Brazilian currency is now available in Basic and Professional Suites, the Online Gallery, and PSG application.
StudioCloud, It's just that Easy
Tuesday, July 29, 2008
Thursday, July 10, 2008
Measuring Your Studio's Success
There are many ways to measure your studio's success. One of them is to look at your profit and loss. So the developers have added in a new report labeled "Profit/Loss Report". To find it go to the Reports section of the Basic/Professional Suite and then select the tab labeled "PDF Reports". In both the Basic and Professional Suite it is the last report in the list.
Take a look at it and let us know what you think. We love to hear your feedback and we will do our best to meet your needs. The development team is working on additional reports that we will announce on the blog when they become available as well.
StudioCloud, It's just that Easy
Take a look at it and let us know what you think. We love to hear your feedback and we will do our best to meet your needs. The development team is working on additional reports that we will announce on the blog when they become available as well.
StudioCloud, It's just that Easy
Wednesday, July 9, 2008
Updates to Clients
The last few updates have seen some new features related to clients. The first now allows you to see additional information about a client when you are adding them to a session. The second will help you find that one specific client according to their phone number.
Do you have two clients with the same name or even close to the same name? That can make it really hard to assign them a session. So we have added an icon in the "Search for Customers" that you can click. When you click the icon you will see additional information like home, cell, and work phone, email, address, and notes. Hopefully this will prevent you from using the good old guess and check method.
The second updated related to clients is in the search field at the bottom of the client/prospective client list. Using the search field at the bottom of the client list has just become a little more powerful. You can now search for clients by phone number. If you have "All Fields" selected from the search box then it will include the home, cell, and work phone of your clients in the search. Or you can now select the home, cell, or work phone numbers to search in specifically. Hopefully this will help you find that one specific client even more quickly.
Do you have two clients with the same name or even close to the same name? That can make it really hard to assign them a session. So we have added an icon in the "Search for Customers" that you can click. When you click the icon you will see additional information like home, cell, and work phone, email, address, and notes. Hopefully this will prevent you from using the good old guess and check method.
The second updated related to clients is in the search field at the bottom of the client/prospective client list. Using the search field at the bottom of the client list has just become a little more powerful. You can now search for clients by phone number. If you have "All Fields" selected from the search box then it will include the home, cell, and work phone of your clients in the search. Or you can now select the home, cell, or work phone numbers to search in specifically. Hopefully this will help you find that one specific client even more quickly.
Quickly Adding Expenses
Have you ever need to quickly add an expense to your books? Well now you can. We have added a button to the Quick Tasks Window that shows up on the left of the Basic and Professional Suites labeled "New Expense". This will allow you to quickly and easily add a new expense to the system. Although this is something very small, we hope that it will help to increase your studio's efficiency.
StudioCloud, It's just that Easy
StudioCloud, It's just that Easy
Tuesday, July 1, 2008
Quickly Find Client's Order Status
Are you tired of searching through a long list of invoices or a pile of paperwork to determine what the status is of your client's order when they call up on the phone? Well now you don't have to. The update last night included a new column in the Customer History section of the Basic and Professional Suites that will allow you to quickly check the status of the order.
To use this new feature log in to the Basic or Professional Suite, open a client, click on the tab labeled "Customer History" and look for an icon that looks like:
To use this new feature log in to the Basic or Professional Suite, open a client, click on the tab labeled "Customer History" and look for an icon that looks like:
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