Setting Up: Your Studio
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You will be taken back to the employee list. Click on an employee’s name to see the
employee details. Here you will find the employee’s home page, complete with
contact information, notes, schedule, and all assigned tasks. You will learn more about
these options later.
Editing an Employee
Select an employee’s name from the list to enter their home page. Select
Edit
Employee
from the bottom of the window to edit any employee information or assign
them a different role. Select
Delete Employee
to remove them.
Import and Export File
Information from an external program, in either .csv or .txt format, can be imported in
the software. This can make the setup faster to complete.
Once the employee setup has been completed, you should export the data for
backup purposes. The file can also be used by other external programs as well.
Customer Setup
You can store any number of customers in the software, whether they are active,
inactive, or a lead for a future shoot. Find the customer options in
Manage Studio >
Customers
.
Adding a Customer
Customers are listed here alphabetically (by last name) with a contact phone number
and email.
To add a new customer:
1.
Select
New Customer
from the right side of the window.
2.
Enter the customer name, address, and contact information.
Summary of Contents for Studio Solution
Page 1: ...User Guide ...
Page 366: ...Index 366 Zoom 296 ...
