Course curriculum

  • 1

    Chapter 1: Getting Started

    • Welcome to Studio Designer Jumpstart

    • Principals of Studio Designer

    • Logging In and Setting Up Your Personal Profile

    • Administrators: How to Add Employees and Set Them As Users

    • Client and Vendor Addresses

    • Managing Tax Locations

    • Manual Tax Locations

    • Installing Studio Capture

    • Preparing for the StudioPay Application

    • Standard Workflow

    • Learning Resources and Support
  • 2

    Chapter 2: Catalog & Design Boards

    • Welcome to Chapter 2: Catalog & Design Boards

    • Catalog

    • Prompt-Based Rendering

    • Catalog & Design Boards Additional Resources
  • 3

    Chapter 3: Items

    • Welcome to Chapter 3: Items

    • Navigating Items

    • Item Views

    • How to Manually Create Items

    • How to Create Items with Studio Capture

    • Items Help Center Resources
  • 4

    Chapter 4: Documents

    • Welcome to Chapter 4: Documents

    • Intro to Documents & The Document Lifecycle

    • Adding Items to Documents

    • Adding and Removing Items to Existing Documents

    • Previewing & Editing Documents

    • Proposals & Invoices: Print First Component Only

    • Sharing Documents With Your Client

    • Documents Help Center Resources
  • 5

    Chapter 5: StudioPay

    • Welcome to Chapter 5: StudioPay

    • Intro to StudioPay and the Payment Life Cycle

    • Getting Your StudioPay Account Ready

    • Requesting A Payment

    • Payment Branding

    • Custom Checkout using StudioPay

    • Checking the Status of a Payment with Payment Status

    • Getting Paid and Posting A Payment

    • StudioPay Help Center Resources
  • 6

    Chapter 6: Accounting

    • Welcome to Chapter 6: Accounting

    • Accounting Overview

    • Using Money In to Receive Client Payments

    • Recording Vendor & Office Payments through Money Out

    • Accounting Help Center Resources

    • Refunds Toolkit
  • 7

    Chapter 7: Reports & Forms

    • Welcome to Chapter 7: Reports & Forms

    • Introduction to Reports and Forms

    • Helpful Reports

    • Accessing and Viewing Reports

    • Chapter 7: Reports and Forms Resources
  • 8

    Chapter 8: Time & Team Management Suite

    • Welcome to Chapter 8: Time and Team Management

    • Understanding Activities

    • Flat Fees

    • Legacy Time Tracking and Time Clock

    • Time Sheets & Time Billing

    • Time and Team Management Suite: Help Center Resources