Clients

Overview

• Clients Overview
• Client Portal Overview
• View Hundreds of Written and Video Tutorials

How To

• Export Clients To CSV

Reports

• How to Export Clients That Have A Birthday/Anniversary
• How to View Clients that Have Not Been Tagged
• Summary of Client Reports

Settings

• How to Customize Client Fields

Importing Clients

• How to Update Existing Clients From a CSV File
• Importing Relationships
• Importing Clients, Prospective Clients, & Leads From CSV File

Email

• How to Add Images, Documents, or PDF's to an Email or Text
• How to Send a Test Email and Verify Your Email Account
• How to View Messages Sent to Clients
• How to Send A Mass Email / Email Blast to Clients
• Setup StudioCloud to Send Emails

Text Messages

• Link to SMS Text Message Overview
• SMS Text Message Limitations

Tags

• Tag Overview
• How to Create/Edit Tags

Marketing Campaigns

• Marketing Campaign Overview

Organizations

• Organization Overview