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 Justin Morabito and Bryan Caporicci

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

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
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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.
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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
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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 change your Email Header image

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

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

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

Assigning a user to an asset

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