tag:blogger.com,1999:blog-6174741826179189772024-03-05T03:57:46.093-07:00StudioCloud CommunityLandon Greenhttp://www.blogger.com/profile/08134911185375852572noreply@blogger.comBlogger267125tag:blogger.com,1999:blog-617474182617918977.post-5940354902510144972022-02-02T15:04:00.002-07:002022-02-02T15:04:47.531-07:00Outlook Email Issue Workaround<h2 style="text-align: center;"><b>Hotmail/Outlook/Windows Live Email Issues</b></h2><p>Microsoft has always recommended that email users use the smtp server <u>smtp.live.com</u> to send out emails. A day ago this server stopped allowing connections. It is unclear, at this time, why the server is not responding to connections or if the issue will be resolved.</p><p>To work around this issue please update your email accounts in StudioCloud to use the following smtp server settings:</p><p><span style="background-color: white; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;">SMTP server: <b><u>pod51000.outlook.com</u></b></span><br style="background-color: white; box-sizing: border-box; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;" /><span style="background-color: white; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;">SMTP Port: Port 587</span><br style="background-color: white; box-sizing: border-box; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;" /><span style="background-color: white; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;">Type of Encryption: TLS</span><br style="background-color: white; box-sizing: border-box; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;" /><span style="background-color: white; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;">Username: Your Windows Live ID, for example yourname@hotmail.com</span><br style="background-color: white; box-sizing: border-box; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;" /><span style="background-color: white; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px;">Password: The password you usually use to sign in to Hotmail or Windows Live</span></p><p>You can update your email account by doing the following steps:</p><ol style="background-color: white; box-sizing: border-box; color: #333333; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Helvetica, Arial, sans-serif; font-size: 15px; list-style-position: outside; margin: 20px 0px 20px 20px; padding-left: 20px;"><li style="box-sizing: border-box;">Click the <span style="box-sizing: border-box; font-weight: bolder;"><u style="box-sizing: border-box;">Settings</u></span> component</li><li style="box-sizing: border-box;">Click on the <span style="box-sizing: border-box; font-weight: bolder;"><u style="box-sizing: border-box;">Settings</u></span> tab</li><li style="box-sizing: border-box;">Click on the <span style="box-sizing: border-box; font-weight: bolder;"><u style="box-sizing: border-box;">Manage Email Accounts</u></span> button</li><li style="box-sizing: border-box;">Edit the desired email account and enter the settings above</li></ol>Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-54172838469774289182021-04-02T12:50:00.004-06:002021-04-02T12:50:57.347-06:00Revamped Referral Tracking System<div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="color: #2288bb; margin-left: 1em; margin-right: 1em; text-decoration-line: none;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 1px solid rgb(238, 238, 238); box-shadow: rgba(0, 0, 0, 0.1) 1px 1px 5px; padding: 5px; position: relative;" width="320" /></a></div><h2 style="font-size: 22px; margin: 0px; position: relative;">Revamped Referral Tracking System</h2><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><br /></div>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.</div><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><br /></div><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><a href="https://support.studiocloud.com/hc/en-us/articles/360058955632" style="color: #2288bb; text-decoration-line: none;" target="_blank">Click Here to Read the Tutorial on How to Use The New Referral Tracking System</a></div>Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-87890688109987848972021-03-26T13:32:00.003-06:002021-03-26T13:32:54.617-06:00Coupon Codes, Discount Codes, and Promo Codes<p> </p><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="color: #2288bb; margin-left: 1em; margin-right: 1em; text-decoration-line: none;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 1px solid rgb(238, 238, 238); box-shadow: rgba(0, 0, 0, 0.1) 1px 1px 5px; padding: 5px; position: relative;" width="320" /></a></div><h2 style="font-size: 22px; margin: 0px; position: relative;">New Coupon Codes</h2><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><br /></div>StudioCloud now supports coupon codes, discount codes, and promo codes in both the StudioCloud desktop program and in the CloudForms.</div><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><br /></div><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><a href="https://support.studiocloud.com/hc/en-us/articles/360058747991" target="_blank">Click Here to Read the Tutorial on How to Use Coupon Codes</a></div><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><br /></div><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;">Below are a few examples of the various ways coupon codes can be used:</div><div class="post-body entry-content" id="post-body-8420647568763760643" itemprop="description articleBody" style="background-color: white; color: #666666; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; line-height: 1.4; position: relative; width: 542px;"><ul style="text-align: left;"><li>Give clients that use a coupon code a dollar or percentage off their purchase</li><li>Make the coupon code only available for a limited time to encourage clients to purchase now</li><li>Make the coupon code a limited use to encourage clients to be one of a limited number to get the special</li><li>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</li></ul></div>Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-7087342556803521452020-04-01T21:56:00.000-06:002020-04-01T21:56:24.872-06:00Server UpdatesWe just want to let everyone know there was a server update that occurred tonight (April 1st, 2020).<br />
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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.<br />
<br />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.<br />
<br />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.<br />
<br />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.Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-70123930560820245492020-03-24T13:11:00.000-06:002020-03-25T14:23:54.771-06:00Covid-19 Update<div class="separator" style="clear: both; text-align: left;">
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<span style="font-family: "arial"; font-size: 14.6667px; white-space: pre-wrap;">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.</span></div>
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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.
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<span style="font-weight: normal;"><a href="https://cloudforms.co/?scid=B55P9KQRRC4QI0DE&fid=68135" rel="nofollow" target="_blank">Click here to book a free one-on-one</a></span></h2>
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<span style="font-family: "arial"; font-size: 14.6667px; white-space: pre-wrap;">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.</span></div>
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<span style="font-weight: normal;">Changes To Free Accounts</span></h2>
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<span style="font-family: "arial"; font-size: 14.6667px; white-space: pre-wrap;">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. </span></div>
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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.</span></div>
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<span style="font-weight: normal;"><a href="https://studiocloud.com/addOns.html" rel="nofollow" target="_blank">Click here to view $10 per month add-ons</a></span></h2>
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<span style="font-family: "arial"; font-size: 14.6667px; white-space: pre-wrap;"><span id="docs-internal-guid-a5cd37bc-7fff-d45f-8ffa-e40b66ac0aa4"><span style="font-family: Arial; font-size: 11pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline;">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.</span></span></span></div>
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<span style="font-family: "arial"; font-size: 14.6667px; white-space: pre-wrap;">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</span></div>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-84206475687637606432019-08-06T14:57:00.000-06:002019-08-07T15:06:16.627-06:00Rescheduling CloudBooking Forms<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" width="320" /></a></div>
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New Rescheduling CloudBooking Forms</h2>
StudioCloud now supports rescheduling cloudbooking forms.<br />
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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.<br />
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Clients Rescheduling Sessions</h2>
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.<br />
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The rescheduling forms are personalized forms and, as such, they will automatically pre-populate the clients information into the form.<br />
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Employees Rescheduling Sessions</h2>
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:<br />
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<ul style="font-size: 12px; line-height: 1.6em; list-style-position: outside; list-style-type: none; margin: 0px 0px 17px; padding: 0px 0px 0px 40px;">
<li style="line-height: inherit; list-style: disc; margin: 0px; padding: 1px 0px;"><span style="font-family: inherit; font-size: medium; line-height: normal; margin: 0px; padding: 0px;"><span style="margin: 0px; padding: 0px; white-space: pre-wrap;">From the clients history tab when editing a client</span></span></li>
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<li style="font-size: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-weight: inherit; line-height: inherit; list-style: circle; margin: 0px; padding: 1px 0px;"><span style="font-family: inherit; font-size: medium; line-height: normal; margin: 0px; padding: 0px;"><span style="margin: 0px; padding: 0px; white-space: pre-wrap;">Click on the "Select Action" option for the session being rescheduled and click the "Open Rescheduling Form" option </span></span></li>
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<li style="line-height: inherit; list-style: disc; margin: 0px; padding: 1px 0px;"><span style="font-family: inherit; font-size: medium; line-height: normal; margin: 0px; padding: 0px;"><span style="margin: 0px; padding: 0px; white-space: pre-wrap;">From the agenda view</span></span></li>
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<li style="font-size: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-weight: inherit; line-height: inherit; list-style: circle; margin: 0px; padding: 1px 0px;"><span style="font-family: inherit; font-size: medium; line-height: normal; margin: 0px; padding: 0px;"><span style="margin: 0px; padding: 0px; white-space: pre-wrap;">Click on the "Select Action" option for the session being rescheduled and click the "Open Rescheduling Form in Browser" option</span></span></li>
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<li style="line-height: inherit; list-style: disc; margin: 0px; padding: 1px 0px;"><span style="font-family: inherit; font-size: medium; line-height: normal; margin: 0px; padding: 0px;"><span style="margin: 0px; padding: 0px; white-space: pre-wrap;">When editing a session</span></span></li>
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<li style="font-size: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-weight: inherit; line-height: inherit; list-style: circle; margin: 0px; padding: 1px 0px;"><span style="font-family: inherit; font-size: medium; line-height: normal; margin: 0px; padding: 0px;"><span style="margin: 0px; padding: 0px; white-space: pre-wrap;">Click the "Open" menu option followed by the "Open Rescheduling Form In Browser" menu item.</span></span></li>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-18679043632862991182019-07-30T10:40:00.001-06:002019-08-07T15:05:15.428-06:00Deadlines On The Calendar<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="background-color: white; color: #33aaff; font-family: Verdana, Geneva, sans-serif; font-size: 15.4px; margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 1px solid rgb(238, 238, 238); box-shadow: rgba(0, 0, 0, 0.1) 1px 1px 5px; padding: 5px; position: relative;" title="" width="320" /></a></div>
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View Deadlines On The Calendar</h2>
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StudioCloud now supports viewing deadlines on the graphical calendar. You can access this new feature by doing the following steps:</div>
<div class="separator" style="clear: both; text-align: left;">
</div>
<ul>
<li>Click on the Calendar</li>
<li>Click on the Calendar tab</li>
<li>Click on the <b><u>Deadlines</u></b> tab above the date picker</li>
</ul>
<h2>
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTI70yw9K-g5tHB8gySIag7nL650kcWEnk9IrKeUgpkI9X9LC_8-GbPFzFe-tauwZtQLo_9Fm1SeZHMgIZ0xlRyCrFwZvsTFQzkWn-heIMeKmOU0OIDmpCUFcPddWj8PGfykayiDHjOgk/s1600/deadlines+tab.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="539" data-original-width="541" height="318" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTI70yw9K-g5tHB8gySIag7nL650kcWEnk9IrKeUgpkI9X9LC_8-GbPFzFe-tauwZtQLo_9Fm1SeZHMgIZ0xlRyCrFwZvsTFQzkWn-heIMeKmOU0OIDmpCUFcPddWj8PGfykayiDHjOgk/s320/deadlines+tab.png" width="320" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Deadline Tab</td></tr>
</tbody></table>
Breakdown of Available Deadlines</h2>
<br />
<div class="separator" style="clear: both; text-align: left;">
</div>
<ul>
<li>Lead Deadlines</li>
<ul>
<li>This deadline is for lead pipelines</li>
</ul>
<li>Session Deadlines</li>
<ul>
<li>This deadline is for event/session/appointment pipelines</li>
</ul>
<li>Invoice Deadlines</li>
<ul>
<li>This deadline is for invoice/order deadlines</li>
</ul>
<li>Project Deadlines</li>
<ul>
<li>This deadline is for project due dates</li>
</ul>
<li>Task Deadlines</li>
<ul>
<li>This deadline is for task due dates</li>
</ul>
</ul>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-84234748053146221932019-06-01T09:58:00.000-06:002019-06-11T15:18:42.789-06:00Invoice Balance Due<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" width="320" /></a></div>
<h3 style="text-align: left;">
New Invoice Balance Due Field</h3>
<div style="text-align: left;">
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.</div>
<h3 style="text-align: left;">
</h3>
<h3 style="text-align: left;">
Including the Date on Printed and Emailed Invoices</h3>
<div style="text-align: left;">
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.</div>
<div style="text-align: left;">
<br /></div>
<div style="text-align: left;">
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00916">Click here for a tutorial on how to create or edit an html5 invoice template</a></div>
<h3>
</h3>
<h3>
Pay Now Button</h3>
<div style="text-align: left;">
You can also have the html5 invoice show a 'Pay Now' button when the invoice is emailed to a client.</div>
<h3 style="text-align: left;">
</h3>
<h3 style="text-align: left;">
Automatically Email the Client when the Balance is Due</h3>
<div style="text-align: left;">
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.</div>
<div style="text-align: left;">
<br /></div>
<div style="text-align: left;">
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00679/86/">Click here for a tutorial on how to setup automatic emails</a></div>
<div style="text-align: left;">
<br /></div>
<div style="text-align: left;">
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<div style="text-align: left;">
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-49491219291296259492019-05-03T17:47:00.003-06:002019-05-13T15:58:11.303-06:00New Workflow Manager With Video Tutorial<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" width="320" /></a></div>
StudioCloud has released a new workflow manager that is used to setup your entire workflow from one central location.<br />
<br />
Refer to the video below for instructions on how to use it. <a href="https://app1.studiocloud.com/support/index.php?/article/AA-00933/208/">Click here for the written tutorial</a><br />
<br />
<br />
<iframe allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/J8UuyyGFjK4" width="560"></iframe><br />
<br />
<br />
Below is the video tutorial on how to setup lead pipelines. <a href="https://app1.studiocloud.com/support/index.php?/article/AA-00812/202/">Click here for the written tutorial</a><br />
<br />
<br />
<iframe allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/mme74nM5lbI" width="560"></iframe><br />
<br />
Below is the video tutorial on how to setup session pipelines. <a href="https://app1.studiocloud.com/support/index.php?/article/AA-00814/203/">Click here for the written tutorial</a><br />
<br />
<iframe allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/f6zkd5cN8rs" width="560"></iframe>
<br />
Below is the video tutorial on how to setup order pipelines. <a href="https://app1.studiocloud.com/support/index.php?/article/AA-00811/206/">Click here for the written tutorial</a><br />
<br />
<br />
<iframe allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/lfBVRRFuj20" width="560"></iframe>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-22617516116745645932018-09-05T11:59:00.001-06:002018-09-25T12:36:27.925-06:00New HTML5 Responsive Invoice Templates<br />
<br />
<div style="text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" /></a></div>
<br />
<span style="font-family: "verdana" , sans-serif;">StudioCloud has released new functionality that allows you to create email and print templates for invoices, estimates, and quotes using responsive HTML5 technology. The new HTML5 templates are designd to replacing emailing or printing pdf invoices. The HTML5 templates also include many new features that are listed below.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<br />
<h3>
<span style="font-family: "verdana" , sans-serif;">
HTML5 Invoice Setup</span></h3>
<span style="font-family: "verdana" , sans-serif;"><iframe allow="autoplay; encrypted-media" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/R_TaPZEM_fs?rel=0" width="560"></iframe>
</span><br />
<h3>
<span style="font-family: "verdana" , sans-serif;"><br /></span></h3>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0Hp_VWbBqTT3foeqw6iOF0RF41eksftcnojUnFjDELGq9pfSG-BK-buvjLggqcaUgTBjQVw-tcEWJai_hFpKPWg9bxUBNlFaqCLGFDtmCRJ6Z4WOr-X4G1W-upWeH2wYtfF4GGy5rgFVt/s1600/invoice+template+screen+shot+2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1308" data-original-width="1600" height="261" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0Hp_VWbBqTT3foeqw6iOF0RF41eksftcnojUnFjDELGq9pfSG-BK-buvjLggqcaUgTBjQVw-tcEWJai_hFpKPWg9bxUBNlFaqCLGFDtmCRJ6Z4WOr-X4G1W-upWeH2wYtfF4GGy5rgFVt/s320/invoice+template+screen+shot+2.png" width="320" /></a></div>
<h3>
</h3>
<h3>
New HTML5 Invoice Template Features</h3>
<span style="font-family: "verdana" , sans-serif;">The new HTML5 invoice, estimate, and quote template system contains all of the following features: </span><br />
<ul>
<li><b><u><span style="font-family: "verdana" , sans-serif;">Auto Adjusting Features</span></u></b></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Automatically adjusts based on the screen size of the device so that the invoice looks great on a computer, smartphone, or tablet. </span></li>
</ul>
<li><b><u><span style="font-family: "verdana" , sans-serif;">Branding Features</span></u></b></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Unlimited Branding if you have a PartnerBoost or EmployeeBoost subscription</span></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">The new HTML5 invoice templates support having different logos and business information for each template.</span></li>
<ul>
<li><i><span style="font-family: "verdana" , sans-serif;">PDF invoices only supported 1 type of invoice with 3 different logos</span></i></li>
</ul>
</ul>
</ul>
<li><b><u><span style="font-family: "verdana" , sans-serif;">Printing Features</span></u></b></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Supports printing the invoice using a default invoice template </span></li>
</ul>
<li><b><u><span style="font-family: "verdana" , sans-serif;">Emailing Features</span></u></b></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Supports emailing the invoice using a default email template</span></li>
<li><span style="font-family: "verdana" , sans-serif;">Supports having the invoice link inserted directly into the email</span></li>
<ul>
<li><i><span style="font-family: "verdana" , sans-serif;">PDF invoices required being attached to the email</span></i></li>
</ul>
<li><span style="font-family: "verdana" , sans-serif;">New easily customized sample email templates are available which include the link to the HTML invoice in them.</span></li>
</ul>
<li><b><u><span style="font-family: "verdana" , sans-serif;">Auto Updating Features</span></u></b></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">The invoice automatically updates so that when the client views the invoice in their browser they will see the latest information for their invoice. </span></li>
<ul>
<li><i><span style="font-family: "verdana" , sans-serif;">PDF required sending a new invoice to see the updated information </span></i></li>
</ul>
</ul>
<li><b><u><span style="font-family: "verdana" , sans-serif;">Payment Features</span></u></b></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Supports having a client pay their outstanding balance directly from the invoice </span></li>
<li><span style="font-family: "verdana" , sans-serif;">Supports having a client pay for a payment plan directly from the invoice </span></li>
</ul>
<li><b><u><span style="font-family: "verdana" , sans-serif;">New Email Templates</span></u></b></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">New sample email templates have been added to StudioCloud to speed up creating email templates that have the new HTML5 Invoice templates built into them.</span></li>
<li><span style="font-family: "verdana" , sans-serif;">Supports having a link added to email templates that the client can click to view their invoice </span></li>
</ul>
<li><b><u><span style="font-family: "verdana" , sans-serif;">Cloudform Integration</span></u></b></li>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Supports having the invoice automatically emailed to a client when an invoice is created from a CloudForm</span></li>
<li><span style="font-family: "verdana" , sans-serif;">Supports having the invoice automatically emailed to the client when they make a payment from a Cloudform</span></li>
</ul>
</ul>
<h3>
</h3>
<h3>
<span style="font-family: "verdana" , sans-serif;"><br /></span></h3>
<h3>
<span style="font-family: "verdana" , sans-serif;">
Does the HTML5 Invoice Template Require a Subscription?</span></h3>
<h3>
<div style="font-size: medium; font-weight: 400;">
<span style="font-family: "verdana" , sans-serif;">Yes. A StudioCloud subscription is required to use the new HTML5 invoice templates. PartnerBoost and EmployeeBoost subscriptions get unlimited templates. Add-on subscribers get 3 HTML5 templates.</span></div>
<div style="font-size: medium; font-weight: 400;">
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
</h3>
<h3>
<span style="font-family: "verdana" , sans-serif;">
Can I continue using the PDF Invoices?</span></h3>
<span style="font-family: "verdana" , sans-serif;">Yes. You do not have to use the new HTML5 invoice, estimate, and quote templates.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<br />
<h3>
<span style="font-family: "verdana" , sans-serif;">
Can I use the PDF Invoices in StudioCloud but have the CloudForms use the HTML5 invoices?</span></h3>
<span style="font-family: "verdana" , sans-serif;">Yes. You can add the html5 invoices to email templates but still use the pdf invoices in StudioCloud.</span><br />
<span style="font-family: "verdana" , sans-serif;"><br /></span>
<br />
<h3>
<span style="font-family: "verdana" , sans-serif;">
How do I turn on HTML5 Invoice Templates in StudioCloud?</span></h3>
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Click on the <b><u>Settings</u></b> component</span></li>
<li><span style="font-family: "verdana" , sans-serif;">Click on the <b><u>Manage StudioCloud Settings</u></b> button under the Settings tab</span></li>
<li><span style="font-family: "verdana" , sans-serif;">Click the <b><u>Print Using HTML Invoice Template</u></b> radio button</span></li>
</ul>
<h3>
<span style="font-family: "verdana" , sans-serif;">
Can I try out the HTML invoices and then switch back to the PDF invoices if I don't like them?</span></h3>
<span style="font-family: "verdana" , sans-serif;">Yes. Do the following steps to switch back to the PDF Invoices.</span><br />
<ul>
<li><span style="font-family: "verdana" , sans-serif;">Click on the <b><u>Settings</u></b> component</span></li>
<li><span style="font-family: "verdana" , sans-serif;">Click on the <b><u>Manage StudioCloud Settings</u></b> under the Settings tab</span></li>
<li><span style="font-family: "verdana" , sans-serif;">Click the <b><u>Print Using PDF Invoice</u></b> radio button</span></li>
</ul>
<div>
<h3>
<span style="font-family: "verdana" , sans-serif;">
How do I setup HTML5 Invoice Templates</span></h3>
<div>
<span style="font-family: "verdana" , sans-serif;"><br /></span></div>
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00916"><span style="font-family: "verdana" , sans-serif;">Click here for a tutorial on how to setup HTML5 invoice templates</span></a><br />
<div>
</div>
</div>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-16170731671081045562018-09-05T11:34:00.000-06:002018-09-05T12:11:57.604-06:00New Scheduled Messages System<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" width="320" /></a></div>
Scheduled messages allow you to schedule emails and text messages to be sent on specific dates and times. The power behind scheduled messages is that they can be used in connection with pipelines. When a specific pipeline stage has been activated there can be unlimited personalized emails and text messages scheduled and, if desired, all of the unsent emails and text messages can be automatically cancelled when the pipeline stage is marked completed.<br />
<br />
<h3>
Lead Pipeline Example</h3>
Previously if a business wanted to send 10 emails to a client on specific dates and times to convert them to a paying client they would need to setup 10 different pipeline stages where each pipeline stage would create the email based on the email template. In addition, the business would have to click the "pipeline stage completed" button before the emails were sent.<br />
<br />
Now, with scheduled messages, only 1 pipeline stage is necessary and all of the emails will be automatically scheduled for the client. Each personalized email will be sent at the desired time and, if desired, you can have all of the unsent scheduled emails automatically cancelled if the client books a session.<br />
<br />
<h3>
Employee Lead Pipeline Example</h3>
<div>
Scheduled messages also support sending messages (email or text) to employees. Using the new system, messages can be scheduled and sent to employees on a specific date and time. Many businesses do direct phone calls with potential customers and this is a great way to remind an employee that it is time to do that call. In addition, the message can contain all of the client's contact information.<br />
<br /></div>
<h3>
Client Pickup Example</h3>
Remind clients to come and pick up their order with an automatically scheduled personalized email or text message that is created using an order pipeline.<br />
<br />
<h3>
Does this replace CloudAlerts?</h3>
<div>
No, Cloudalerts are still the ideal way to send email and text message reminders and thank you's for a session, appointment, or event. CloudAlerts are designed to automatically adjust when they are sent based on the session, appointment, or events scheduled time slot. On the contrary, scheduled messages have a specific date and time based on when the pipeline stage is activated when they are scheduled to be sent.<br />
<br /></div>
<h3>
How to use it</h3>
<div>
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00914">Click here to view the tutorial for scheduled messages</a></div>
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<div>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-9099901652691121752018-06-22T10:25:00.002-06:002018-09-24T17:04:51.862-06:00New CloudForms/CloudBooking Look and Feel<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" width="320" /></a></div>
<br />
StudioCloud has released a new responsive look and feel for the CloudForms and CloudBooking. The new look and feel auto adjusts based on the size of the clients screen. To use the new look and feel update to the latest version of StudioCloud.<br />
<br />
<div style="text-align: center;">
<iframe allow="autoplay; encrypted-media" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/xvMbkbl9iGc" width="560"></iframe>
</div>
<div style="text-align: center;">
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<div style="text-align: center;">
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00825/183/">Click here to view samples of the new look and feel</a></div>
<br />
All new Cloudforms will automatically use the new look and feel by default. Existing CloudForms will only use the new default if they are updated to use it. To update to use the new look and feel do the following steps:<br />
<br />
<ul>
<li>Click on <b>CloudServices</b></li>
<li>Click on the <b>CloudForms & CloudBooking</b> tab</li>
<li>Click on the <b>Manage Forms</b> button</li>
<li>Edit the desired CloudForm</li>
<li>Click on the <b>Style</b> tab</li>
<li>Click the <b>Modern Theme</b> radio button</li>
</ul>
<div>
<br />
CloudForms & CloudBooking also include the following new changes that have been introduced over the last few updates:</div>
<div>
<ul>
<li>When creating a new CloudForm a popup window will appear showing a lot of pre-built cloudform options that can be used to speed up Cloudform creation.</li>
<li>A new tab called "Form Settings" has been added to the top when you create or edit a cloudform which includes all of the form settings.</li>
<li>CloudForms now support being adjusted how they match new clients with existing clients. You can have strict matching, loose matching, or no matching.</li>
<li>The popup message when a client submits a form can now be customized under the form settings</li>
<li>The forms now support having you add third party tracking code to the forms, such as google analytics, under the form settings</li>
<li>CloudForms can be included in the client portal</li>
<li>A CloudForm can be set as the default "Update Client Info" for the client portal. If a cloudform is set then an "Update Info" button will appear when the client logs into the client portal which redirects to the CloudForm.</li>
</ul>
</div>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-89620267244084101422018-04-23T11:51:00.001-06:002018-04-23T11:51:38.397-06:00Mac PDF Issues<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_yq543P6XyLfftuR_WoEQgcZ5n9uQzyDO2wr5VYg_6rrJ-juMxn3Xg675kXRfQD4JNYFFq_un7aDN-0PYqUMOLQEj7Fz_A_7MxIGBKO0wpE8jzJu2ULxARGpd96Kn8ThTMngBtia2k6A/s1600/Issue_logo.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1132" data-original-width="1600" height="141" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_yq543P6XyLfftuR_WoEQgcZ5n9uQzyDO2wr5VYg_6rrJ-juMxn3Xg675kXRfQD4JNYFFq_un7aDN-0PYqUMOLQEj7Fz_A_7MxIGBKO0wpE8jzJu2ULxARGpd96Kn8ThTMngBtia2k6A/s200/Issue_logo.png" width="200" /></a></div>
Some Mac users are experiencing an issue where StudioCloud will crash if a pdf is opened. This is an issue with Adobe Air which we have reported to Adobe and are waiting for a fix. Here is the temporary workaround until Adobe fixes this issue.<br />
<br />
Step 1: Update to the latest minor update to receive the new pdf viewing options<br />
<br />Refer to the section "Enabling Updates For Minor Release Updates" in the following tutorial. If you have StudioCloud version 3.1.465 or later you can skip step 1.<br />
<br /><a href="https://app1.studiocloud.com/support/index.php?/article/AA-00695/0/">Click here for instructions on how to update to the latest minor update.</a><br />
<br />
Step 2: Change the settings to open the pdf using your local pdf viewer<br />
<br />
Refer to the section "How to Open the PDF File in the Computer's Default Viewer Program" in the following tutorial.<div>
<br /><a href="https://app1.studiocloud.com/support/index.php?/article/AA-00675/82/How-to-Open-the-PDF-File-in-the-Computers-Default-Reader-Program.html">Click here for instructions on how to change how StudioCloud handles pdfs.</a></div>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-25858215355570925782018-04-06T11:27:00.000-06:002018-04-06T11:27:01.984-06:00European Union GDPR<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiL-3diOI8iN_ej73YAaTSWGzJTyYGeZrwOptjlzEnqMu6z2lfZddXIG0-GSbx0V8CrDjeI0N1WnSG8fFIvgyTyYd1IdioP6_gBV_mP-1geg2JdnYBhGbl6CRTScdiploClnIUQwuuAEF8/s1600/gdpr-3285252_640.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="426" data-original-width="640" height="133" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiL-3diOI8iN_ej73YAaTSWGzJTyYGeZrwOptjlzEnqMu6z2lfZddXIG0-GSbx0V8CrDjeI0N1WnSG8fFIvgyTyYd1IdioP6_gBV_mP-1geg2JdnYBhGbl6CRTScdiploClnIUQwuuAEF8/s200/gdpr-3285252_640.jpg" width="200" /></a></div>
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<br />
<b><u>What is the GDPR?</u></b><br />
<br />
If you are located in the European Union then the GDPR applies to you. The General Data Protection Regulation (GDPR) is a set of new rules for handling client information.<br />
<br />
<b>How can your client's view their information stored in StudioCloud?</b><br />
<br />
Your clients can view their information stored in StudioCloud by logging into the new Client Portal. The client portal includes their client details, sessions/appointments/events, invoices, and payments as well as many other features.<br />
<br />
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00429">Click here for information on how to use the client portal</a>.<br />
<br />
<b>How can my client's access the client portal?</b><br />
<br />
You can add the Client Portal to your website or email a link to the client portal directly to a client if they ask for their information.<br />
<br />
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00429">Click here for how to add the client portal to your website or email it to a client.</a><br />
<br />
<b>What do I do if a client requests to have their information deleted?</b><br />
<b><br /></b>
If a client requests to have their information deleted and they do not have an invoice then you would delete their client information.<br />
<br />
If a client requests to have their information deleted and they do have an invoice then you will need to refer to legal advice regarding how long a client's invoices need to be saved before they can deleted. Please note that deleting an invoice will change the reports located under point of sale.<br />
<br />
<b>Does StudioCloud share any of my clients information with any third party companies?</b><br />
<br />
No! Per our terms of agreement StudioCloud does not share your client information with any third party.<br />
<br />
<b>Are StudioCloud's facilities secure?</b><br />
<br />
Yes. You can read more about our physical online solutions in the links below.<br />
<br />
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00415/41/">Click here for information on how StudioCloud stores information online</a>.<br />
<br />
StudioCloud stores information using Amazon AWS services. <a href="https://aws.amazon.com/compliance/iso-27018-faqs/">Click here to view Amazon's AWS personal data certifications.</a><br />
<br />
<br />Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-15816082211149708402018-04-05T11:47:00.004-06:002018-04-06T11:12:23.514-06:00New Mobile Friendly Client Portal<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s1600/whats-new.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="270" data-original-width="600" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiOnyJHmkuGxx-AGq2sTntMY1kjEpKOeUSlQh1be5JGq0EyRwbarBOiLeOiJ34qqlDWKAIe5hUmSObKsxZz2xRBe9QwISKHPOC_s-ktFXfEQo3YbvsnDquknyLaEkWi4KEJ0_Fou8AepQ/s320/whats-new.png" width="320" /></a></div>
StudioCloud is excited to release its new mobile friendly HTML5 client portal.<br />
<br />
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00429/31/">Click here to view screen shots of the client portal as well as setup instructions</a><br />
<br />
<b>The new client portal supports the following new features:</b><br />
<div>
<ul>
<li>A client can view their contact info.</li>
<li>A client can update their contact info, if you so desire, using a Cloudform of your choosing.</li>
<li>You can add additional CloudForms to the Client Portal so that clients can have options to book all sorts of different types of sessions/events/appointments</li>
<li>Clients can view and esign contracts or view previously esigned contracts</li>
<li>Clients can view and pay their invoice balances if you have a merchant account.</li>
<li>Clients can also pay outstanding payment dues</li>
</ul>
<div>
<b>The new client portal supports the following ways of letting customers access it:</b><br />
<ul>
<li>The client portal can be embedded in your website.</li>
<li>The client portal can be emailed to your clients directly from StudioCloud</li>
<li>The client portal can be added as a link in your email templates</li>
</ul>
</div>
<div>
The new client portal does require a paid subscription. Any subscription will give you access to the client portal.</div>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-21697099974035006212018-03-16T13:18:00.001-06:002018-03-20T15:00:07.178-06:00Resolve Email Issues<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheJnZ-WaS-Kqjait5ewrGm4q_y8Qwmuj0Q9csmcENCNY5AcRyXWd46rOF077VGwU5Zu9dWLTeAYY53-jGpreJHSpybtwdl21yfeMhrgFwGEkGeApmOuSOOH3H3Uq2Luv5dBSyXd-pEeEI/s1600/Issue_logo.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1132" data-original-width="1600" height="141" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheJnZ-WaS-Kqjait5ewrGm4q_y8Qwmuj0Q9csmcENCNY5AcRyXWd46rOF077VGwU5Zu9dWLTeAYY53-jGpreJHSpybtwdl21yfeMhrgFwGEkGeApmOuSOOH3H3Uq2Luv5dBSyXd-pEeEI/s200/Issue_logo.png" width="200" /></a></div>
Over the the latest few days we have been noticing some minor issues with different email providers such as gmail and yahoo not working with some StudioCloud accounts that are sending emails using SSL encryption. If you experiencing the error message "Can not authenticate" or another error message that you haven't seen before and you have not changed your password recently it might be related to this problem.<br />
<br />
Here are the steps to resolve this issue.<br />
<ul>
<li>Click on <b><u>Settings</u></b></li>
<li>Click on <b><u>Manage Email Accounts</u></b></li>
<li>Edit the email account that is having issues</li>
<li>Click on the <b><u>Outgoing Mail</u></b> tab</li>
<li>Change the <b><u>SMTP Port</u></b> to be 587</li>
<li>Change the <b><u>Type of Encryption</u></b> to be TLS</li>
<li>Click the save button</li>
</ul>
<div>
If the above steps do not resolve your issue please refer to the tutorial in the following link for other reasons why this issue may be happening.</div>
<div>
<br /></div>
<div>
<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00823/63/">https://app1.studiocloud.com/support/index.php?/article/AA-00823/63/</a></div>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-73601850374969885262018-01-26T12:35:00.003-07:002018-01-27T15:29:32.497-07:00Updated Event & Session Window<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s1600/whats-new.png" imageanchor="1" style="color: #888888; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; margin-left: 1em; margin-right: 1em; text-align: center; text-decoration-line: none;"><img border="0" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s320/whats-new.png" style="border: 1px solid rgb(238, 238, 238); box-shadow: rgba(0, 0, 0, 0.098) 1px 1px 5px; padding: 5px; position: relative;" title="" width="320" /></a></div>
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<span style="background-color: white; color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif; font-size: 13.2px;">With the latest minor release of StudioCloud the event/session/appointment window has been updated to streamline workflow. The changes are listed below.</span></div>
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<span style="background-color: white; color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif; font-size: 13.2px;"><br /></span></div>
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<div style="font-size: 13.2px;">
<b style="font-size: 13.2px;"><u>How To Update To The Latest Minor Update</u></b></div>
<ul style="font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;">This update is a minor update. You can update to it by clicking on <b>Help</b> and selecting the "<b>Show Major and Minor Updates</b>" followed by the "<b>Check for Updates</b>" button</li>
</ul>
<div>
<br /></div>
<b style="font-size: 13.2px;"><u>Changes For Everyone</u></b><br />
<ul style="font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;">Event Number, Jobs, Assigned Employees, and various other features have been moved to the settings tab</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">The clients table dynamically adjusts based on the number of clients to provide more space for the event notes when only a limited number of clients are scheduled.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">The event location is minimized by default to provide maximum space for the event details.</li>
</ul>
<b><u><br /></u></b>
<b><u><br /></u></b>
<b><u>EmployeeBoost Specific Changes</u></b></div>
<div style="background-color: white;">
<ul style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;">The event details, event location, and marketing campaigns have been moved to the <b>Settings</b> tab</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">The "<b>Show All Employees</b>" checkbox has been moved to an employee options menu where you can select if you want to view all the employees or filter the employees by scheduling role.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">The "<b>Show All </b><b style="font-size: 13.2px;">Locations</b>" checkbox has been moved to a location options menu located right below the locations table. This new menu lets you select if you want to view all the locations and also gives you the option to filter the locations by a location group.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">The "<b>Show All </b><b style="font-size: 13.2px;">Equipment</b>" checkbox has been moved to a equipment options menu located right below the equipment table. This new menu lets you select if you want to view all the equipment and also gives you the option to filter the equipment by a equipment group.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">Each of the menus now support having a default set so it automatically selects your preferred options.</li>
</ul>
<div style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">
<br />
<b style="font-size: 13.2px;"><u>PartnerBoost Specific Changes</u></b></div>
<div>
<ul style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;">The schedule employee section size has been adjusted to fit the space and the event details, event location, and marketing campaign have been added below the schedule employee section.</span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">The "<b>Show All Employees</b>" checkbox has been moved to an employee options menu where you can select if you want to view all the employees or filter the employees by scheduling role.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">The employee options menu supports having a default set so it automatically selects your preferred options.</li>
</ul>
</div>
<div>
<div style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">
<b style="font-size: 13.2px;"><u><br /></u></b>
<b style="font-size: 13.2px;"><u>Free and Add-On Only Specific Changes</u></b></div>
<div>
<ul style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;">The scheduling options are not displayed at all for these types of subscriptions</span></li>
</ul>
</div>
</div>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-14497365284445476882017-11-03T14:40:00.000-06:002017-11-04T02:24:31.451-06:00Custom Phone Numbers Now Available<div class="post-body entry-content" id="post-body-8822889039147752428" itemprop="description articleBody" style="background-color: white; line-height: 1.4; position: relative; width: 546px;">
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With the latest major update of StudioCloud you can now get a custom phone number for your business. </div>
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Custom phone numbers let you receive text message responses from customers, respond to customers directly from StudioCloud, and forward text message responses to multiple email accounts.</div>
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Here is a complete list of the custom text message phone number features</div>
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<ul>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">Select a custom phone number based on country, area code, and/or exact phone number</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">All text messages sent from StudioCloud, including CloudAlerts, will be sent using your custom phone number</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">Text message replies can be forwarded to as many email addresses as desired.</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">Text message replies are automatically saved in StudioCloud and, if possible, automatically associated with a client that has a matching phone number</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">The overview page offers a widget which shows all of the text messagses that haven't been replied to</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">You can view attachments that customers text you in StudioCloud or download them directly to your computer.</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">If desired you can manually match a text message with an existing client or create a new client, prospective client, or lead</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">You can also view a history of all of the text messages that you have received.</span></span></li>
</ul>
<div style="text-align: center;">
<span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;"><a href="https://app1.studiocloud.com/support/index.php?/article/AA-00895/186/">Click here for an overview on how to use a custom phone number</a></span></span></div>
</div>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-88228890391477524282017-09-28T13:49:00.003-06:002017-09-28T13:49:49.609-06:00Redesigned Overview Page<div class="separator" style="background-color: white; clear: both; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s1600/whats-new.png" imageanchor="1" style="color: #888888; margin-left: 1em; margin-right: 1em; text-decoration-line: none;" title=""><img border="0" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s320/whats-new.png" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 1px solid rgb(238, 238, 238); box-shadow: rgba(0, 0, 0, 0.098) 1px 1px 5px; padding: 5px; position: relative;" title="" width="320" /></a></div>
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With the latest minor update StudioCloud has introduced a new overview page. The new overview page provides all of the same information as the old overview page but now includes many more features which are listed below.</div>
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<b style="font-size: 13.2px;"><u>New Overview Page Features</u></b></div>
<div>
<ul>
<li><span style="color: #666666;">Customizable</span></li>
<li><span style="color: #666666;">New Widgets</span></li>
<li><span style="color: #666666;">Uses Full Space</span></li>
<li><span style="color: #666666;">Popup Windows</span></li>
<li><span style="color: #666666;">Action Based</span></li>
</ul>
</div>
<div>
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<b style="font-size: 13.2px;"><u>Customizable</u></b></div>
<div>
<ul>
<li><span style="color: #666666;">Customize the overview page to auto hide widgets if there isn't any information to display.</span></li>
<li><span style="color: #666666;">Customize the overview page to only show the components you want to see.</span></li>
<li><span style="color: #666666;">Customize the overview page to only show the time frames you want to see.</span></li>
<li><span style="color: #666666;">Customize the overview page to only show resources assigned to the logged in user.</span></li>
</ul>
</div>
</div>
<div>
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<b style="font-size: 13.2px;"><u>New Widgets</u></b></div>
<div>
<br /></div>
<div>
<span style="background-color: white; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">All of the widgets have been redesigned in order to maximize space and provide the most important information. Here is a list of the widgets.</span></div>
</div>
<div>
<ul>
<li><span style="color: #666666;">Recently modified clients</span></li>
<li><span style="color: #666666;">Pending Contracts</span></li>
<li><span style="color: #666666;">Recently Signed Contracts</span></li>
<li><span style="color: #666666;">Payments Due In 30 Days</span></li>
<li><span style="color: #666666;">Birthdays In 30 Days</span></li>
<li><span style="color: #666666;">Anniversaries In 30 Days</span></li>
<li><span style="color: #666666;">Agenda</span></li>
<li><span style="color: #666666;">Pipeline Stages</span></li>
<li><span style="color: #666666;">Tasks</span></li>
<li><span style="color: #666666;">Projects</span></li>
<li><span style="color: #666666;">Jobs</span></li>
</ul>
</div>
<div>
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<b style="font-size: 13.2px;"><u>Uses Full Space</u></b></div>
<div>
<br /></div>
<div>
<span style="background-color: white; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">The new overview page is designed to adjust to maximize the space available based on your screen size.</span></div>
</div>
<div>
<span style="background-color: white; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;"><br /></span></div>
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<b style="font-size: 13.2px;"><u>Popup Windows</u></b></div>
<div>
<br /></div>
<div>
<span style="background-color: white; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">Some of the overview page widgets support opening popup windows with more information directly from the overview page.</span></div>
</div>
<div>
<span style="background-color: white; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;"><br /></span></div>
<div>
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<b style="font-size: 13.2px;"><u>Action Based</u></b></div>
<div>
<br /></div>
<div>
<span style="background-color: white;"><span style="color: #666666; font-family: trebuchet ms, trebuchet, verdana, sans-serif;"><span style="font-size: 13.2px;">The new overview page widgets are focused on resources that have an upcoming deadline. This lets you keep on top of upcoming deadlines.</span></span></span></div>
</div>
<div>
<span style="background-color: white;"><span style="color: #666666; font-family: trebuchet ms, trebuchet, verdana, sans-serif;"><span style="font-size: 13.2px;"><br /></span></span></span></div>
<div>
<span style="background-color: white; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;"><br /></span></div>
<div style="text-align: center;">
<span style="background-color: white; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;"><a href="https://app1.studiocloud.com/support/index.php?/article/AA-00595/17/">Click here for a tutorial on how to customize the overview page</a></span></div>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-56033841766433557652017-09-19T09:59:00.002-06:002017-09-22T11:17:18.548-06:00Mobile App Updates<br />
Our team has released StudioCloud mobile app version 0.8.018. The updates to the mobile app that are listed below are based on user feedback. Thank you for all of the feedback you have provided. We will be making future updates based on your feedback.<br />
<br />
<b>Changes to the Client page</b><br />
<ul><div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1nN2DeDjFDzhuiIDvB4Dv_q23mKeyGxjMYt_v4Wh4LVnBtbBHlnCPtuaa9DCcX2_Z0AixWExKPej4WT5zL93m-1zZLAvufiMkFM7b3IctOVZOF6uQ8dg2hJqmfhjyl7MDmiORSyhABrlQ/s1600/Screenshot_20170919-090211.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" data-original-height="1600" data-original-width="900" height="200" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1nN2DeDjFDzhuiIDvB4Dv_q23mKeyGxjMYt_v4Wh4LVnBtbBHlnCPtuaa9DCcX2_Z0AixWExKPej4WT5zL93m-1zZLAvufiMkFM7b3IctOVZOF6uQ8dg2hJqmfhjyl7MDmiORSyhABrlQ/s200/Screenshot_20170919-090211.png" width="112" /></a></div>
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgtyWJHogF5rk_664dj3tQqOXR_eo38BJKKz2Hl4ucOeBkgmFAdQRKXsLPfJGTHYJ8hVcO9yiPpSjKkZhRVrS4tLHaYcI_gdSFBSNfmnn1Djmdkszf8Ys1fBipEBpd6wiHt3Brv4l7gB9xt/s1600/Screenshot_20170919-090732.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" data-original-height="1600" data-original-width="900" height="200" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgtyWJHogF5rk_664dj3tQqOXR_eo38BJKKz2Hl4ucOeBkgmFAdQRKXsLPfJGTHYJ8hVcO9yiPpSjKkZhRVrS4tLHaYcI_gdSFBSNfmnn1Djmdkszf8Ys1fBipEBpd6wiHt3Brv4l7gB9xt/s200/Screenshot_20170919-090732.png" width="112" /></a>
<li>Some StudioCloud users have more than 20,000 clients in the system and displaying them all in one list would be very data intensive for most cell phone plans and it would really slow down the application. As a result, the client interface is a search only interface which resulted in quite a bit of confusion on how to find clients. In this update the interface is still a search based interface but our team has added instructions to the page to reduce the confusion. In addition, they have updated the search to search based on first name, last name, and business. If you search with two or more words then the search will try to separate those and search based on first and last name.</li>
</ul>
<br />
<ul>
<li>Our team has removed the separate client, prospective client, and lead lists as all of them were the same interface and returning very similar information as the All Clients interface. Instead they have replaced that with a list of clients that have been recently modified. The system will display the 10 most recently modified clients, prospective clients, and leads. You will also see buttons to page through that list.</li>
</ul>
<br />
<br />
<br />
<br />
<b>Changes to the Calendar </b><br />
<br />
<br />
<ul>
<li>The previous version of the mobile device used a daily agenda for the calendar. Based on user feedback this has been moved to separate Agenda component and our team has added a new calendar that includes month, week, and day views.</li>
</ul>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfFMn6DPGaMUHzb6WGjKr1QxuERCksapvRU56Pvgl6YU3ItIsZ8V4RwShEfkTIiDlrrDFDvWIFUTS5pdQ9TP9kGesmagpBp2sQWIRV26_Z5Dmhc-vcGxkUJiZdaV479ed_TsK-VPSGXUSg/s1600/Screenshot_20170919-090054.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="900" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfFMn6DPGaMUHzb6WGjKr1QxuERCksapvRU56Pvgl6YU3ItIsZ8V4RwShEfkTIiDlrrDFDvWIFUTS5pdQ9TP9kGesmagpBp2sQWIRV26_Z5Dmhc-vcGxkUJiZdaV479ed_TsK-VPSGXUSg/s320/Screenshot_20170919-090054.png" width="180" /> </a></div>
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<br />
<b>Miscellaneous Updates</b><br />
<ul>
<li>We updated the create/edit event interface to use the native date and time components. </li>
<li>We fixed various bugs with login and the create/edit event interface </li>
</ul>
Marc Carmenhttp://www.blogger.com/profile/13793247387617514577noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-62766753710583167392017-04-20T09:57:00.000-06:002017-04-20T11:28:32.647-06:00New Features<div class="separator" style="background-color: white; clear: both; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; text-align: center;">
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With the latest release of StudioCloud multiple new features have been added to StudioCloud. They are listed below.</div>
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<div style="background-color: white; color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">
<b><u>New CloudForm Features</u></b></div>
<div style="background-color: white;">
<ul style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;">A new combo box option that supports auto tagging a client based on the item they select in the combo box. </li>
<ul>
<li style="margin: 0px 0px 0.25em; padding: 0px;">This option is great for letting clients opt-in to receiving marketing material from third party partners. The client will be tagged which allows you to easily generate and send your partners a list of all the clients that have that tag.</li>
</ul>
<li style="margin: 0px 0px 0.25em; padding: 0px;">A new combo box option that supports having a product, service, or package automatically added to a new invoice when the CloudForm is submitted.</li>
<ul>
<li style="margin: 0px 0px 0.25em; padding: 0px;">This option is great for letting a customer select multiple items in a CloudForm. Each of the items will automatically be added to a new invoice for that customer.</li>
</ul>
<li style="margin: 0px 0px 0.25em; padding: 0px;">There is also a combo box option where you can have a combobox combine both of the options above together.</li>
</ul>
<div>
<span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span></div>
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<div style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">
<b><u>New Contract Features</u></b></div>
<div style="background-color: white;">
<ul style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;">An option to have a custom email sent to the client when they esign a contract. This email is in addition to the contract signed email they get which contains a copy of their contract.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">An option to have a contract automatically change an associated calendar type. This is useful for scheduling a tentative session on the calendar and having it automatically be switched to a booked session once they have esigned the contract.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">An option to have an event pipeline automatically assigned to an event or session once a contract has been esigned. This option is great for situations where you want to start a workflow once a client has esigned a contract.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">Now estimates and quotes will automatically be converted to invoices when a contract associated with them has been esigned.</li>
</ul>
<div>
<b style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;"><u><br /></u></b></div>
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<div style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">
<b><u>New Scheduling Wizard Features</u></b></div>
<div style="background-color: white;">
<ul style="line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; margin: 0px 0px 0.25em; padding: 0px;">The scheduling wizard now supports booking multiple client </li>
<ul>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;"><a href="https://app1.studiocloud.com/support/index.php?/article/AA-00542/0/">Click here for a tutorial on how to use the scheduling wizard.</a></span></span></li>
</ul>
</ul>
<div>
<span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;"><br /></span></span></div>
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<div style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px;">
<b><u>New Calendar Type Features</u></b></div>
<div style="background-color: white;">
<ul style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;">Calendar types now support limiting employees from booking sessions based on their security roles. This is used to allow employees with a specific security roles to only book specific types of sessions or events.</li>
</ul>
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<b><u>New Dymo Printer Features</u></b></div>
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<li style="margin: 0px 0px 0.25em; padding: 0px;">The dymo printer options have been updated to include the option of printing a label using a document template.</li>
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<b><u>New Contract Template Features</u></b></div>
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<li style="margin: 0px 0px 0.25em; padding: 0px;">Contract templates now support automatically inserting payment due fields into a contract which can be used to populate a contract with the amount of money a client owes.</li>
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<b><u>New Email Template Features</u></b></div>
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<li style="margin: 0px 0px 0.25em; padding: 0px;">Email templates now support having a email account assigned to the email template. That means that any time the email template is used that the selected email account will be used to send the email. If an email account is not assigned to an email template then the default email account will be used.</li>
<ul>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><a href="https://app1.studiocloud.com/support/index.php?/article/AA-00651/212/">Click here for a tutorial on how to set the default email account for an email template.</a></li>
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<b><u>New Pipeline Features</u></b></div>
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<ul style="color: #666666; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;">Tooltips have been added to pipelines to get more details regarding them.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">Pipeline Stage Employees, Pipeline Stage Deadlines and the Overall Pipeline Deadline can now dynamically changed instead of only being able to assign those when a pipeline is created.</li>
</ul>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-53155605988416109902017-03-15T13:55:00.000-06:002017-03-15T14:01:25.631-06:00New: Online Booking Features<div class="separator" style="background-color: white; clear: both; color: #666666; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px; text-align: center;">
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With the latest release of StudioCloud the following new features have been added to the online booking.</div>
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<b><u>New Features</u></b></div>
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<li style="margin: 0px 0px 0.25em; padding: 0px;">An option to limit the number of bookable sessions displayed per day.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">An option to have sessions booked from an online booking form to be automatically deleted if a client doesn't pay.</li>
<li style="margin: 0px 0px 0.25em; padding: 0px;">An option which lets you adjust the number of days before a client can start booking a session.</li>
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<b style="font-size: 13.2px;"><u>Updated Features</u></b></div>
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<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">The option to limit how many days in the future a client can book a session has been modified to support clients booking today.</span></span></li>
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<b><u>When would you want to limit the number of bookable sessions displayed per day?</u></b></div>
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This option is ideal for encouraging clients to book sessions that are grouped together rather than randomly throughout the day. Once a session is booked for a specific day a brand new session will automatically open up for the next customer.</div>
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For example, take the situation where a business wants to allow customers to book a 1 hour session where the sessions for the day start at 9 am. In that situation if the option was to set to limit the bookable sessions to 2 per day then the online booking form would show the following available sessions.</div>
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<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">Session available from 9 am to 10 am</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">Session available from 10 am to 11 am</span></span></li>
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If a client booked the 10 am to 11 am session then the online booking form would automatically show the following available sessions for the next customer.</div>
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<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">Session available from 9 am to 10 am</span></span></li>
<li><span style="color: #666666; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><span style="font-size: 13.2px;">Session available from 11 am to <span style="font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;">12 pm</span>.</span></span></li>
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This option also has the nice benefit of giving your clients the impression that you are busy since it appears to them that there are only a limited number of slots available to them because the others are already booked out.</div>
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<b><u>When would you want to have booked sessions automatically deleted?</u></b></div>
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Some businesses only want clients to book paid for sessions. This option ensures that all of the sessions booked on the calendar are paid for sessions. If a session is booked but not paid for then the business will receive an email saying that the client didn't pay for the session and the session was removed. The business can then follow up with the client at their leisure to address any concerns.</div>
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<b style="font-size: 13.2px;"><u>When would you want to adjust the number of days before a client can start booking a session?</u></b></div>
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<span style="font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif; font-size: 13.2px;">Previously to this update the online booking only allowed a customer to book a session starting 1 day in the future unless the resource being booked wasn't available at that time. With the latest update the online booking can be adjusted so that those businesses <span style="font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;">can handle same day booking</span>. In addition, if a business wanted to only allow customers to book sessions online 7 days in advance this feature would allow them to do that.</span></div>
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<b style="font-size: 13.2px;"><u>When would you want to adjust how many days in the future a client can book?</u></b></div>
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<span style="font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;">Many businesses want to limit how many days in the future a client can book a session to avoid scheduling conflicts. With the latest update of the online booking StudioCloud now supports the option of restricting clients so that they can only book sessions the day of. </span></div>
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<span style="font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;">This feature is ideal for businesses that want to offer a booking option for clients that walk into a business and want to book a session that same day.</span></div>
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<b style="font-size: 13.2px;"><u>How do I set this up?</u></b></div>
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<span style="font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;">All of these features are options included in the online booking.</span></div>
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<span style="font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif;"><a href="https://app1.studiocloud.com/support/index.php?/article/AA-00807/10/">Click here for a tutorial on how to setup the online booking</a></span></div>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-3603001651658110222017-03-15T12:28:00.000-06:002017-03-15T13:00:34.911-06:00New: Scheduling Features<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s1600/whats-new.png" imageanchor="1" style="color: #888888; font-family: "trebuchet ms", trebuchet, verdana, sans-serif; font-size: 13.2px; margin-left: 1em; margin-right: 1em; text-align: center; text-decoration: none;"><img border="0" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s320/whats-new.png" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 1px solid rgb(238, 238, 238); box-shadow: rgba(0, 0, 0, 0.0980392) 1px 1px 5px; padding: 5px; position: relative;" title="" width="320" /></a></div>
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With the latest release of StudioCloud we have added a bunch of new automated features to calendar types to streamline your scheduling workflow<br />
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<b><u>New Features</u></b></div>
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<ul>
<li>You can now have an overall default calendar type so that when a new appointment, session or event is being booked a calendar type is already pre-selected</li>
<li>You can now have employees, locations, or equipment automatically scheduled when an appointment, session or event is booked.</li>
<li>You can now have leads automatically converted to clients when an appointment, session or event is booked.</li>
<li>You can now have a client pipeline automatically marked as completed for clients when an appointment, session or event is booked.</li>
</ul>
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<b><u>When would you want to set a default calendar type?</u></b><br />
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If you find yourself selecting a specific calendar type the most then it would make sense to have that calendar type pre-selected for you.<br />
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For example, portrait photographers often will have a calendar type called "Sessions" and then they will have calendar sub-types such as "Portrait Session". By setting the "Sessions" calendar type as the default they can speed up their process they go through of selecting the specific type of session.<br />
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<b><u>When would you automatically book employees, locations or equipment?</u></b></div>
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Often times an employee, location, or piece of equipment is only scheduled for certain types of appointments, sessions, or events. The new automated steps reduce the need to manually add those resources when booking those events. </div>
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For example, if the same employee is always booked for all of the sales session with customers then the automated process would streamline scheduling this employee.</div>
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<b><u>When would you not automatically book employees, locations or equipment?</u></b></div>
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The automated booking should only be used in situations where there are resources dedicated to a specific type of appointment, session or event. If multiple resources can be booked for the same resource then then automated booking shouldn't be used. </div>
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For example, if multiple employees could be booked for a sales session with a customer then the automated scheduling shouldn't be used because a decision has to be made regarding which employee needs to be booked.</div>
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<b><u>When would you want to automatically convert a lead to a client?</u></b></div>
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Many businesses consider a lead to be a client once the client has been scheduled for a session. This step is useful for those businesses.</div>
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This feature is especially useful if you want to be able to access the client in ProSelect after they are scheduled for a session. Only clients are visible in ProSelect.</div>
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<b><u>When would I want to automatically close a client pipeline when a session is scheduled?</u></b></div>
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Many businesses use the lead tracking with the objective of getting the customer to schedule a session. Once the session is scheduled the client either is tracked using session tracking or is no longer tracked after that point. </div>
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This new feature streamlines the workflow for businesses whose goal is to schedule a lead.</div>
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<b><u>How do I set it up?</u></b></div>
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All of the above features are setup from the create or edit calendar type window. This means that each calendar type and calendar sub-type can use the new features in a unique way.<br />
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Pro-Tip: If you setup the actions for the calendar type they also apply to all of the calendar sub-types associated with the calendar type.</div>
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<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00366">Click here for a tutorial on how to create and edit calendar types</a></div>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-59159581295810656852017-01-10T09:09:00.003-07:002017-01-10T09:09:45.615-07:00New: Add Client Details To Session Notes<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s1600/whats-new.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s320/whats-new.png" width="320" /></a></div>
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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.</div>
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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.</div>
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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.</div>
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<a href="https://app1.studiocloud.com/support/index.php?/article/AA-00636">https://app1.studiocloud.com/support/index.php?/article/AA-00636</a></div>
Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0tag:blogger.com,1999:blog-617474182617918977.post-63765591463186231312017-01-06T16:33:00.000-07:002017-01-07T23:35:26.027-07:00New iOS and Android Apps (Beta)<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s1600/whats-new.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCYomb8cVpJSTDKsIldn75wXdi7FowBG0haK8RBTo88T71AFC8xD6-bWc5qERnNCwsuy9A86q4J8OpSJLzVE-VyimiLuxDDCr6-ZuTps9XlGc0PqeNOFYLhZ9WFNJOm-oA1Sda7l00-Q4/s320/whats-new.png" width="320" /></a></div>
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<span style="text-align: left;">StudioCloud has released our new iPhone, iPad, Android Phone and Android Tablet app</span></div>
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<span style="text-align: left;"><a href="http://studiocloud.com/iphone.html">Click here for the links to download the new mobile apps</a></span></div>
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<a href="http://app1.studiocloud.com/support/index.php?/article/AA-00350/0/">Click here for a tutorial on how to use the new mobile app</a></div>
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<b><u>Direct Cloud Access</u></b></div>
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<li>Access your business information directly from the cloud. No need to wait for any information to sync between the cloud and your device.</li>
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<b><u>Auto Adjusting Interface</u></b></div>
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<li>The new web mobile interface has been designed to auto adjust to fit the screen size of the mobile device you are using.</li>
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<b><u>Clients, Prospective Clients, and Leads</u></b></div>
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In the new client view there are a lot of new features such as:</div>
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<li>Save a client's social media info</li>
<li>Track unique information using custom client fields</li>
<li>Open a personalized CloudForm for a client</li>
<li>View signed and unsigned contracts for a client</li>
<li>Create a new contract for a client to eSign</li>
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<b><u>Agenda</u></b></div>
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The new agenda also has a lot of new features such as:</div>
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<li>Schedule sessions, events, and appointments using calendar type and calendar sub-type</li>
<li>Book clients</li>
<li>Schedule employees, equipment, and locations</li>
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<b><u>CloudForms</u></b></div>
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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.</div>
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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.</div>
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Please note that CloudForm can also be integrated with online booking, payments/deposits, and contracts.</div>
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<b><u>Mileage Tracking</u></b></div>
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You can now enter your mileage directly from the mobile app</div>
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<b><u>Contracts</u></b></div>
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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.</div>
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<b><u>Time Card</u></b></div>
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You can clock in and clock out directly from the mobile app.</div>
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Landon Greenhttp://www.blogger.com/profile/16716623101103053795noreply@blogger.com0