Getting Started with Studio Manager

• Getting Started with Studio Manager
• Getting Started with Booking & Scheduling

Contacts

• Importing Contacts to Studio Manager
• Creating New Clients, Leads, and Other Contacts
• Managing Client Communication with Inbox
• Capturing Leads and Contacts with Contact Forms
• Creating Custom Email Templates in Studio Manager
• How do I check the email history of a session or document?

Projects and Settings

• Organizing your Workflow with Projects
• Customizing your Branding for Studio Manager
• Managing your Studio Manager Settings

Booking & Scheduling

• Creating Full Session Types
• Advanced Options for your Full Session Types
• Creating Mini Sessions
• Offering Session Discounts with Coupons
• Customizing your Booking Site
• Manually Booking a Session for a Client

See all 17 articles

Invoices and Payments

• Creating and Sending an Invoice
• Setting up Payment Methods in Studio Manager
• Locating your Invoice Payments
• Exporting your Invoice Payments in Studio Manager
• How do I record a payment and mark an invoice as paid?
• Where can I add custom business information to my invoice header?

See all 8 articles

Contracts

• Creating and Sending a Contract
• Adding your Business Signature to a Contract
• How do I use fields to require my clients to fill out parts of their contract?
• How can I use variables to automatically add information to a contract?

Quotes

• Creating and Sending a Quote
• How do I allow my clients to select the quantity of an item in a quote?
• How can I convert accepted quotes into invoices?

Questionnaires

• Creating and Sending a Questionnaire
• Can my clients save their progress when filling out their questionnaire?
• Can I share a questionnaire publicly to collect multiple submissions?