CloudSpot

Kristi Kvenild

Gabby

Everything you need to know about using CloudSpot's CRM

CloudSpot Studio

Save a signature in your Branding Settings to be automatically applied to your Contracts

Save a Contract Signature

Add a personal touch to your Client Project Portal!

Customize the Client Project Portal

Add custom branding for Contracts, Invoices, and Questionnaires

Customize Your Studio Branding

Use Apple Calendar instead of Google Calendar? No Problem!

Sync Your Studio Events to Apple Calendar

Sync Your Studio Events to Google Calendar

How to export a CSV of your Invoice History from CloudSpot Studio

Export Your Studio Payment History

Manage your settings and branding in Studio

Studio Settings

Save a reusable Template to make sharing Contracts easy!

How to Create a Contract Template

How to create and save a Questionnaire Template.

How to Create a Questionnaire Template

Create and save prewritten templates to make emailing clients easy!

Save Email Templates in Studio

Create and save templates for Contracts, Invoices, and Questionnaires

Templates

Create a project for easy document organization and sharing with your client!

How to Create a Project

Project Quick Actions

Keep track of client activity in each of your Projects - know the exact date and time your client views and completes assigned documents!

View Project Activity

Keep things organized on your dashboard by archiving past Projects.

How to Archive a Project

Learn how to attach your client's Gallery to view in their Project Portal!

Attach a Gallery to a Project

Learn what steps to take when a client cancels their project

How to Cancel a Project

Keep all your client's files in one centralized location

Projects

Learn more about Contracts, Invoices, and Questionnaires

Studio Documents

How to create and send a stand-alone Contract to your clients.

Create a New Contract

Keep track of the status of your shared Contracts - when your client receives, views, and signs it!

View Contract Activity

How your client can view and sign their Contract online.

How Does My Client Sign a Contract?

How to sign a Contract that's been shared with your client.

How Do I Sign a Contract?

What are Smart Fields and how do they work?

Smart Fields

Contracts

How to create and send a stand-alone Invoice to your clients.

Create a New Invoice

Learn more about payments and processing fees on Studio Invoices.

Invoice Processing Fees

What to do if your client's ACH payment fails

Failed ACH Payments

Learn how to issue a refund on payments received in Studio.

How to Refund an Invoice

How Do I Remind a Client Their Payment Is Due?

How to record a payment made outside of the Invoice payment portal.

Can I Add a Manual Payment?

Discount an Invoice before sending it to your client!

How to Add a Discount to an Invoice

Send Invoices in a flash by saving a Template!

How to Create an Invoice Template

Invoice Payment Status

How to create a payment schedule for your client's Invoice.

Payment Schedules

Tipping on Invoices

Invoices

How to Create a New Questionnaire

Questionnaires

Learn how to create and share Lead Forms in Studio

Lead Forms

Learn how to review and convert leads into a Project

Managing Leads

How to Embed a Lead Form

Learn how to create and customize a mini-session!

How to Create a Mini-Session

Share a mini-session with clients online!

How to Share a Mini-Session

Learn how clients can book a mini-session online

How Do My Clients Book?

Learn how to edit, duplicate, and archive mini-sessions

Mini-Session Quick Actions

How to easily create mini-session links for multiple dates

How To Offer Mini-Sessions for Multiple Dates

Learn how you can cancel and refund a booking payment

How to Cancel a Booking

Reschedule a Client's Booking

Learn about reminder emails for Mini-Sessions

Can I Send a Reminder for My Mini-Session?

Mini-Sessions

Learn how to add a new contact to your Clients in Studio

How to Save a New Client

Clients

Create sessions, consultations, in-person meetings, and more!

How to Create a Service

Link your favorite online calendar with CloudSpot to accept bookings

Connecting Your Calendar

Customize your very own booking calendar to match your brand, then share it with potential clients!

Sharing Your Booking Site

Remove a Service from your Scheduling Site

How to Remove/Archive a Service

Most Frequently Asked Questions about Scheduling!

Scheduling FAQs

Scheduling

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