Settings

How to set up your SPF Record

Written by Vaibhav Shourie
Updated over a week ago

Setting up Stripe as a payment processor

How to integrate your Sprout Studio account with Stripe for payment processing

Written by Bryan Caporicci
Updated over a week ago

Setting up PayPal as a payment processor

How to integrate your Sprout Studio account with PayPal for payment processing

Written by Bryan Caporicci
Updated over a week ago

Using form themes to style and brand your embedded contact forms

How to change the color, alignment, font, border size and more of your embedded contact forms.

Written by Bryan Caporicci
Updated over a week ago

Syncing your Calendar on your iPhone

This article will show you how to sync your Sprout Calendar onto your iPhone

Written by Justin Morabito
Updated over a week ago

Advanced: Using the Sprout Studio Questionnaire API

Advanced instructions for using Gravity Forms (WordPress) or a custom PHP form to work with your Sprout Embeddable Questionnaires.

Written by Bryan Caporicci
Updated over a week ago

Adding your Contact Form to Squarespace

How to embed your Sprout Studio Contact Form to your Squarespace web page

Written by Justin Morabito
Updated over a week ago

Adding a Contact Form to Wordpress

How to embed your Sprout Studio Contact Form to your Wordpress webpage

Written by Justin Morabito
Updated over a week ago

Setting up Square as a payment processor

How to integrate your Sprout Studio account with Square for payment processing

Written by Bryan Caporicci
Updated over a week ago

Creating and editing email signatures

How to create email signatures you can use to simplify your email communication

Written by Justin Morabito
Updated over a week ago

Creating and using booking proposal message templates

How to customize and create templates for the messages that guide your clients through their booking proposal

Written by Justin Morabito
Updated over a week ago

How to clear your cache

Experiencing a bug with Sprout Studio? Your browser cache could be the issue. Here's how to hard-refresh and clear your cache, and why

Written by Justin Morabito
Updated over a week ago

Specifying how emails are sent from your Sprout Studio account

How to set up email senders in your Sprout Studio account

Written by Justin Morabito
Updated over a week ago

Setting your organizational preferences

How to set and update organization-wide preferences for your Sprout Studio account

Written by Justin Morabito
Updated over a week ago

Specifying organizational notification settings

How to set or change who gets notified about certain client activity in your organization

Written by Justin Morabito
Updated over a week ago

Specifying shipping settings

How to set up your shipping options for client orders

Written by Justin Morabito
Updated over a week ago

Creating and editing contact roles

How to create and edit the roles you can assign to your clients and contacts

Written by Justin Morabito
Updated over a week ago

Creating and editing custom contact fields

How to creating and edit custom contact fields to keep track of a variety of client details

Written by Justin Morabito
Updated over a week ago

Specifying how your client can pay you

How to set up payment collection methods to collect money from your clients in exchange for goods and services

Written by Justin Morabito
Updated over a week ago

Collecting payments by credit card

How to set up credit card as a payment collection method in your Sprout Studio account

Written by Justin Morabito
Updated over a week ago

Creating a questionnaire template

How to create and preview a questionnaire template

Written by Justin Morabito
Updated over a week ago

Creating workflows

How to create workflows to automate your tasks, emails and questionnaires

Written by Justin Morabito
Updated over a week ago

Creating and editing a brand

How to create a new brand within your Sprout Studio account.

Written by Justin Morabito
Updated over a week ago

Creating and embedding a contact form

How to create, edit, customize, link to and embed a contact form to automatically create new leads.

Written by Justin Morabito
Updated over a week ago

Editing and Updating your profile

How to change your Sprout Studio account and personal profile details

Written by Justin Morabito
Updated over a week ago

Enabling, disabling, and editing assistant emails

How to enable and edit emails which can be automatically sent to your clients in response to certain actions

Written by Justin Morabito
Updated over a week ago

Changing your User Permissions

How to change what a new user on your Sprout Studio account can see, edit or delete.

Written by Andrew Fisher
Updated over a week ago

Viewing your billing and usage details

How to see your account breakdown including billing and usage details

Written by Justin Morabito
Updated over a week ago

Creating and editing a user

How to create a new user for a staff member on your Sprout Studio account.

Written by Justin Morabito
Updated over a week ago

Creating and editing lead sources

How to create and edit lead sources to be able to keep track of where your leads are coming from

Written by Justin Morabito
Updated over a week ago

Syncing your calendar with Sprout

How to allow Sprout to read your existing calendar and how to read your Sprout calendar outside of Sprout

Written by Justin Morabito
Updated over a week ago

Creating and editing reasons for closing a lead

How to keep track of why your potential clients are not booking you by recording the reason the lead was closed

Written by Andrew Fisher
Updated over a week ago

Setting up click tracking for emails

How to set up view-tracking on all emails sent from Sprout Studio

Written by Justin Morabito
Updated over a week ago

Specifying individual notification settings

How to set or change how you get notified about client activity in your Sprout Studio account

Written by Justin Morabito
Updated over a week ago

Automatically receive a BCC copy of every email sent through Sprout

How to set up an auto-BCC so you are aware of all email communication taking place in your account

Written by Justin Morabito
Updated over a week ago

Creating and editing expense categories

How to create categories you can use to organize your expenses when entering them into Sprout Studio

Written by Justin Morabito
Updated over a week ago

Creating and specifying taxes

Creating tax rates, tax groupings, tax collection methods and specifying which items to tax and which items not to tax

Written by Justin Morabito
Updated over a week ago

Specifying default emails

How to specify which email templates are used by default, and why some of your email templates may not be showing up as available options

Written by Andrew Fisher
Updated over a week ago

Creating email templates

How to create email templates and use variables in email templates to write emails fast

Written by Justin Morabito
Updated over a week ago

Creating and editing your download presets

How to create download presets which can be applied to your images when they are downloaded

Written by Andrew Fisher
Updated over a week ago

Creating and editing your watermarks

How to create watermarks which can be applied to your images when viewed in galleries or downloaded by your client

Written by Justin Morabito
Updated over a week ago

Creating a contract template

How to create a contract template with multiple digital signatures, how to add an "accept" checkbox and require text input in a contract

Written by Justin Morabito
Updated over a week ago

Creating a payment schedule

How to create a payment schedule (payment plan) to collect money from your clients

Written by Justin Morabito
Updated over a week ago

Collecting partial payments and overpayments

How to allow your clients to pay only part of an invoice (or pay more than an invoice is worth) with partial payments and overpayments

Written by Justin Morabito
Updated over a week ago

Creating a package within a price list

How to create a package within a price list, edit the price of a package and offer a package discount

Written by Justin Morabito
Updated over a week ago

Adding a product or service to a price list

How to add products and services to a price list, upload photos to a product or service and specify add-ons for a product or service

Written by Justin Morabito
Updated over a week ago

Adding a print to a price list

How to add prints to a price list, add new print types, and how to add a photo and description to a print type.

Written by Justin Morabito
Updated over a week ago

Making a price list public

How to make a price list public and how to send a public price list to your clients

Written by Justin Morabito
Updated over a week ago

Creating a new pricelist

What a price list is and how to create, delete, and duplicate a price list

Written by Justin Morabito
Updated over a week ago