Clients

Main Client Overview

• Clients Overview

Old Knowledge Based System

• View the Old Written and Video Tutorials

Overviews

• Client Reports Overview
• Client List Options Overview
• Marketing Campaign Overview
• Organization Overview
• Tag Overview

How To

• How to use the Advanced Search Option
• How to use Client Cold Storage
• How to Track Client Referrals
• How to Archive and Unarchive Clients
• How to Customize Client Fields

Exporting Clients

• Exporting Clients to CSV
• Client List Generator Overview
• How to Export Clients That Have A Birthday/Anniversary

Importing Clients

• Importing Clients and Prospective Clients From Other Services
• How to Update Existing Clients From a CSV File
• Importing Clients, Prospective Clients, & Leads From CSV File

Email

• 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
• Set up StudioCloud to Send Emails

Text Messages

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