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New Customer Training Check List |
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This check list is designed as a self-directed training schedule for new users of StudioPlus. Follow the links to the Online User Guide for step-by-step instructions, or watch the Online Tutorials to see how it's done. By completing each step of this check list, you will be able to successfully setup StudioPlus for your studio, and train your employees on StudioPlus.
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Install StudioPlus
Install StudioPlus on all of the computers in your studio that will be using StudioPlus.
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Navigating StudioPlus
Learn how to get around in StudioPlus, find the screens you need and use the calendar. |
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Basic Setup
Complete the Preferences Wizard and some additional basic setup so you can start using StudioPlus.
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Entering Clients
Learn how to enter new clients and prospects, and how to browse and search for clients.
If you have a list of clients in MS Excel you can also import those into StudioPlus.
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Database Maintenance
Learn how to maintain your database, perform regular backups, and ensure that the vital business data in StudioPlus is secure.
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Scheduling
Start scheduling all of your sessions and appointments in StudioPlus.
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Invoicing Setup
Setup your price list and sales tax to begin nvoicing in StudioPlus.
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Creating Invoices
Learn how to create invoices and payments.
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Reports
Use the reports in StudioPlus to get a better handle on your business.
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Accounting Integration
Learn how setup the accounting link, integrate with QuickBooks or Simply Accounting, and perform your end of day close-out.
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Digital Workflow Setup
Understand how the Digital Workflow works and complete the setup for your studio.
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Capturing Images
Learn how to capture images into StudioPlus from a camera card, CD or tethered. In one step you'll copy the images to the session folder, rename, create a low-res preview file, and burn an archive.
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Sales Presentation
Begin presenting your images to your customers using StudioPlus. All the tools you need to be more efficient, increase average orders and create invoices in one place.
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Other Maintenance
Additional setup instructions for more advanced features can be found on these subjects.
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