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.

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

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.

Click here for a tutorial on how to create or edit an html5 invoice template

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.

Click here for a tutorial on how to setup automatic emails

New Workflow Manager With Video Tutorial

StudioCloud has released a new workflow manager that is used to setup your entire workflow from one central location.

Refer to the video below for instructions on how to use it. Click here for the written tutorial





Below is the video tutorial on how to setup lead pipelines. Click here for the written tutorial




Below is the video tutorial on how to setup session pipelines. Click here for the written tutorial


 Below is the video tutorial on how to setup order pipelines. Click here for the written tutorial