Studio Management

The Studio Management component of Sprout Studio allows you to keep your clients and sessions organized from start to finish.

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37 articles in this collection
Written by Bryan Caporicci and Justin Morabito
Clients & Contacts

Adding a new contact

How to add a new contact
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Written by Justin Morabito
Updated over a week ago

Importing contacts as a CSV

How to import a CSV file into Sprout Studio
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Written by Justin Morabito
Updated over a week ago

Adding a contact to a lead or shoot

How to add a contact to a lead or shoot and edit their permissions for that lead or shoot
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Written by Justin Morabito
Updated over a week ago

Specifying a contact's role for a lead or shoot

How to specify a role for a contact in relation to a lead or shoot
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Written by Justin Morabito
Updated over a week ago

Editing a contact

How to edit a contact and their contact details
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Written by Justin Morabito
Updated over a week ago

Setting your client's username and password

How to set (or reset) your client's username and password for their client portal
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Written by Justin Morabito
Updated over a week ago

Previewing your client's client portal

How to see what your client will see in their client portal
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Written by Justin Morabito
Updated over a week ago

Merging Contacts

How to merge or combine one contact into another and delete duplicate contacts and/or clients.
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Written by Bryan Caporicci
Updated over a week ago

Deleting a contact or client

How to delete a contact or client, and why you can't delete some of them
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Written by Justin Morabito
Updated over a week ago

How do I set up repeat clients in Sprout Studio?

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Written by Bryan Caporicci
Updated over a week ago

How to export your list of contacts

This article goes over how to export your list of contacts for marketing purposes
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Written by Justin Morabito
Updated over a week ago

How do I empty the trash?

After you delete assets from a List page, they are moved into the Trash. This article will tell you how to empty this trash.
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Written by Justin Morabito
Updated over a week ago
Leads & Shoots

Adding a lead

How to add a lead through Sprout Studio, and what details you can specify when adding one
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Written by Justin Morabito
Updated over a week ago

Booking a shoot through a booking proposal

How to customize and book a shoot through a booking proposal and what you and your client will receive after completing one
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Written by Justin Morabito
Updated over a week ago

Booking a shoot manually (without a booking proposal)

How to customize and book a shoot manually without a booking proposal, and what your client will receive after completing one.
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Written by Justin Morabito
Updated over a week ago

Transitioning your shoots into Sprout Studio

How to transition your previously booked shoots from other systems into Sprout Studio
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Written by Justin Morabito
Updated over a week ago

Specifying where a lead or shoot came from

How to track referrals and lead sources for leads and shoots, and where to run analytics on them
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Written by Justin Morabito
Updated over a week ago

Changing the status of a lead or shoot

What a status is used for and how to change the status of a lead or shoot
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Written by Justin Morabito
Updated over a week ago

Adding, editing and deleting dates for a lead or shoot

How to add, edit or delete a date for a lead or shoot
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Written by Justin Morabito
Updated over a week ago

Adding and sending a questionnaire to a lead or shoot

How to add a questionnaire to a lead or shoot and send it to your client
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Written by Justin Morabito
Updated over a week ago

Adding a note or uploading a file or link to a lead or shoot

How to add, edit, delete and change the visibility of a note or file for a lead or shoot
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Written by Justin Morabito
Updated over a week ago

Adding a task/reminder to a lead or shoot

How to add a task/reminder to a lead or shoot, or bulk-apply tasks via a workflow
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Written by Justin Morabito
Updated over a week ago

Giving a coupon to a client

How to create a coupon for your clients (or globally), and specify all of the details for it
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Written by Justin Morabito
Updated over a week ago

Applying a workflow to a lead or shoot

How to apply a workflow to a lead or shoot
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Written by Justin Morabito
Updated over a week ago

Sending an email to a lead or shoot

How to send an email, and working with the "Compose Email" modal to send your email
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Written by Justin Morabito
Updated over a week ago

How to tell if your client has viewed their booking proposal

How to tell if your client has viewed their booking proposal
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Written by Justin Morabito
Updated over a week ago

Setting up and viewing your one page for a shoot

How to set up your default one page settings, configure it for a shoot and view it on a shoot-by-shoot basis.
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Written by Bryan Caporicci
Updated over a week ago

Automatically getting emailed the one page link

How to configure who (and when) a one page email is sent for a shoot
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Written by Bryan Caporicci
Updated over a week ago

How to manually attach a contract to a shoot

Create, sign, and attach contracts or contract amendments to shoots
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Written by Justin Morabito
Updated over a week ago