If this doesn't look like your studio, you may want to try this link.

Studio Settings

Welcome to your studio! The first thing you want to do is update your studio settings to personalize and brand it for yourself. You will find the studio settings as the first menu in the the gear icon at the top of the left menu.

From here you can also manage your subscription, update invoice/order headings and footers, and begin accepting payments from your clients.

Basic Info

The Basic Info section is where you can:

  • Upload: Your logo, logo mark, Studio background image, and welcome video.

  • Edit: Your Studio name, intro title and text.

  • Input: Your tax number and business address.

  • Select: Your default currency and Studio theme.

Logo and Background Image

Upload your logo to populate throughout your Studio and a background image for your Studio login page by clicking on the pencil icons and clicking "Select Image." Select the image you'd like to upload and click "Open." Once you've selected your image, click "Upload." Your logo and background image can be in a JPG, JPEG, PNG, GIF, or WEBP format. Keep in mind that the image will auto adapt to your login page. Meaning it doesn't need to fill in this whole area.

Studio Name, Intro Title, and Intro Text

Studio Name: This is the name of your Business

Intro Title and Text: This goes onto your Studio login page on top of the background image above. You can welcome clients to your Studio and add any slogans or mission statements you use regularly within your business.

Tax Number and Business Address

Enter your Tax Number in the Tax Number field to populate on Orders and Invoices if needed (this is optional). Add your Business Address by clicking "+ Add Address" - this also populates on Orders and Invoices.

Logo Mark

A logomark is typically an image or symbol that represents your brand and usually doesn't include your business name. Your logomark will be shown at the top of your studio menu.

Client Welcome Video

This is a great way to get your introduce and help your clients navigate within your Studio. Simply create a video (we like Loom for this) and upload the finished product to YouTube. You can then copy and paste the YouTube link into the Video Link field of your studio settings. It will now appear on the dashboard of each of your clients when they log in.

Default Currency

Click the drop down menu under Default Currency to select the default currency you use when adding products to your catalog. This can be overridden on individual products if need be.

Select Studio Theme

Want to change the colors throughout your Studio? Choose from one of the pre-made color palettes from the Studio Themes!

Billing

Update your subscription billing information

Update or add your card information directly here. You can also upgrade your plan from monthly to annual, or from one plan to the next! If you have questions about our plans let us know and we can help choose the right plan for you.

Payments

Payments allow you to make charges that your client can safely and easily pay online through their login using their credit card. Get paid faster and let your client's collect those reward points!

Click "Connect with Stripe" to sync your account or get started with one!

Addresses

This is where you can add additional addresses you would like to potentially ship product to (ex: a warehouse, receiver, etc.). These locations will become available ship to locations on your POs!

Invoices and Orders

You can create a custom header and footer to show on all invoices and/or orders you create within the studio.

This helps if you have certain terms you want to always show on invoices, or notes to vendors on every order. You have a variety of formatting options as well to help make things stand out even more.

**Note** You don’t need to add in your business address, logo, etc. as those will automatically show.

Accounting

This is where you add or edit any tax rates for your Studio to add on products and services as well as connect to QuickBooks if you're on a Team or Agency plan.

To add a new tax rate, click "+ Add Tax" in the upper right-hand corner then enter in the Name, Description, and Tax Rate and click "Done."

To edit a tax rate, click on the tax rate you'd like to edit, change any information, and click "Done."

To connect to your QuickBooks Online account, click "Connect to QuickBooks."

Templates

An easy way to see your contract, project, and questionnaire templates throughout your Studio! This where you'll go to edit and delete your templates.

To edit or delete a template, click on the three vertical dots next to the template you'd like and click "Edit" or "Delete"

**Note** Deleted templates cannot be retrieved. You'll have to re-enter the template manually and save it again.


Integrations

This is where you can connect your studio to Facebook Pixel.

Embed Login

We offer you the ability to have your clients log in directly from your site! If you want a login page on your site styled and customized to your brand you can add our embedded login form to it.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!


Studio Settings

Welcome to your studio! The first thing you want to do is update your studio settings and personalized and brand it for yourself. You will find the studio settings as the third menu in the drop down menu in the person icon.

Your Basic Settings section is where you will upload your logo, background image, edit your studio name, intro text and set product currencies. From here you can also add contract templates, manage your subscription, monitor your referrals and begin accepting payments from your clients.

Screenshot of the Basic Settings Page under the Studio Settings Menu.

Set your logo and background image for your login page

Upload your logo by dragging and dropping it or by sourcing it on your computer. Your logo can be in a JPG, PNG or GIF format. Click on your logo in the top left and you can preview the changes you’ve made to your login page.

Set your default product currency

This lets you set the default currency you use when adding products to your catalog. This can be overridden on an individual product if need be.

Add a welcome video to your clients dashboards

This is a great way to get your clients feeling comfortable in the studio. Simply create a video (we like Loom for this) and upload the finished product to YouTube. You can then copy and paste the YouTube link into the welcome video are of your studio settings. It will now appear to each of your clients when they log in.

Screenshot of highlighted client welcome video section (middle right) on the basic settings page under the Studio Settings menu.

Add your Addresses

This is where you can add additional addresses you would like to potentially ship product to (ex: a warehouse, receiver etc) These location will become available ship to locations on your POs

Add your contracts

You can create multiple contract templates which can be imported into any project. 

How to add a contract in Contract Templates?

In order to add a template, please copy and paste the body of the contract/ scope of work/ letter of agreement in the Contract body. Click here for more information about Contract Templates.

If need be, you can now delete and existing Contract Template.

Questionnaire Templates

In order to add a template, please copy and paste the iframe code from your questionnaire in the Questionnaire body. Click here for more information about Questionnaire Templates.

Accept Payments

Payments allow you to make charges that your client can safely and easily pay online through their login using their credit card. Get paid faster and let your client's collect those reward points!

 

Embed your login form

We offer you the ability to have your clients log in directly from your site! If you want a login page on your site styled and customized to your brand you can add our embedded login form to it. Learn more

If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.

Happy designing!

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