Studio Management

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

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

How to export your list of contacts

This article goes over how to export your list of contacts for marketing purposes

Written by Justin Morabito
Updated over a week ago

Auto-generating a credit for a client

This article will go over how to automatically generate a credit for a client after they purchase a package in a booking proposal

Written by Justin Morabito
Updated over a week ago

Fulfilling a credit in a gallery

How to have your client fulfill a credit in their gallery.

Written by Justin Morabito
Updated over a week ago

Recording a payment on an invoice

How to mark a payment received outside of Sprout Studio on an invoice

Written by Justin Morabito
Updated over a week ago

How do I set up repeat clients in Sprout Studio?

Written by Bryan Caporicci
Updated over a week ago

How to change your Email Header image

How to customize and change your Email Header image attached to your Automatic Emails

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.

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.

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

Written by Justin Morabito
Updated over a week ago

Assigning a user to an asset

How to assign one of your users to any asset (Lead, Shoot, Gallery, Album Proof, Task, etc.)

Written by Justin Morabito
Updated over a week ago

You & Your Business

Changing your client-facing URLs

How to customize your client-facing URLs

Written by Justin Morabito
Updated over a week ago

Categorizing your leads and shoots into different types of photography

How to create and edit shoot types and assign them to specific leads and shoots

Written by Justin Morabito
Updated over a week ago

Customizing Sprout to match your branding

How to customize your branding for all client-facing and public pages in Sprout

Written by Justin Morabito
Updated over a week ago

Clients & Contacts

Adding a new contact

How to add a new contact

Written by Justin Morabito
Updated over a week ago

Importing contacts as a CSV

How to import a CSV file into Sprout Studio

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

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

Written by Justin Morabito
Updated over a week ago

Editing a contact

How to edit a contact and their contact details

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

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

Written by Justin Morabito
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

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

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

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.

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

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

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

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

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

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

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

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

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

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

Written by Justin Morabito
Updated over a week ago

How to tell if your client has viewed their booking proposal

Written by Justin Morabito
Updated over a week ago

Orders, Invoices & Quotes

Creating and sending an order to a client

How to create an order, what details can be specified in an order, and how to send it to your client

Written by Justin Morabito
Updated over a week ago

Creating and sending a quote to a client

How to create a quote, what details can be specified in a quote, and how to send it to your client

Written by Justin Morabito
Updated over a week ago