Essential Studio Manager

What is Essential Studio Manager?

Essential Studio Manager is an all-in-one CRM tool designed specifically for studios, agencies, and freelancers. With features like easy invoicing, digital contracts, and integrated Google Calendar, Essential Studio Manager simplifies the process of managing clients and appointments. The platform also offers customizable workflows, embeddable forms, and branding options to provide a seamless experience for both businesses and clients. Additionally, Essential Studio Manager boasts automated notifications, finance tracking, and a no double booking algorithm to ensure smooth operations.

One of the key features of Essential Studio Manager is its focus on simplicity and usability. The platform allows users to schedule appointments, send invoices, and manage workflows with ease, all within one tool. With customizable questionnaires, automated emails, and integration with Google Calendar, Essential Studio Manager streamlines the client management process. Moreover, the platform offers branding options, notifications for payment updates, and a feature request list to cater to the specific needs of each business.

Essential Studio Manager stands out from other CRM tools due to its personal touch and customer-centric approach. The platform offers a free trial with no credit card required, making it easy for potential users to test its features. With a commitment to continuously improving the software based on user feedback, Essential Studio Manager ensures that businesses have access to the tools they need to succeed. From scheduling appointments to sending contracts and getting paid, Essential Studio Manager simplifies the client management process for agencies, studios, and freelancers.

How to Use Essential Studio Manager?

Step 1: Sign Up and Login

• Visit the Essential Studio Manager website.
• Click on the 'Register' button at the top right corner.
• Fill in the required details, such as your email and password.
• Verify your email address by clicking on the verification link sent to your email.
• Login using your registered email and password.

Step 2: Navigate the Dashboard

• Once logged in, you will be directed to the Essential Studio Manager dashboard.
• Familiarize yourself with the dashboard layout, which includes sections for Calendar, Finances, Workflow, and more.
• Check the notification bell for any updates or actions needed.

Step 3: Integrate Google Calendar

• Go to the 'Settings' section on the Essential Studio Manager dashboard.
• Find and select the 'Google Calendar Integration' option.
• Click on 'Connect Google Calendar' and follow the prompts to authorize the connection.
• Ensure that your Google Calendar is now synced and visible within Essential Studio Manager.

Step 4: Create and Schedule Appointments

• Navigate to the 'Schedule' tab on the dashboard.
• Click on 'Add New Appointment'.
• Enter the client's details, appointment date, and time.
• Make use of the built-in algorithm to avoid double booking.
• Save the appointment and it will appear on your integrated calendar.

Step 5: Send Invoices

• Go to the 'Finances' section.
• Select 'Create New Invoice'.
• Fill in client information, services provided, and cost details.
• Send the invoice with a click of a button.

Step 6: Manage Digital Contracts

• Navigate to the 'Contracts' section.
• Click on 'Create New Contract'.
• Fill in the contract details and terms.
• Send the contract to your client for signing digitally.
• Track the contract status and ensure it gets signed.

Step 7: Set Up Workflow Checklists

• Go to the 'Workflow' section on the Essential Studio Manager dashboard.
• Click on 'Create New Workflow'.
• Add tasks and set deadlines for each task related to client management.
• Customize the workflow to fit your business needs and save it.

Step 8: Customize Branding

• Navigate to the 'Settings' section.
• Select 'Branding' settings.
• Upload your logo and customize the color scheme to match your brand.
• Save the changes to apply the branding across your Essential Studio Manager interface.

Step 9: Automate Emails

• Go to the 'Automations' section.
• Click on 'Create New Automation'.
• Set up email templates for booking confirmations and session reminders.
• Define automation triggers and schedule times for the emails to be sent.
• Enable the automation and monitor the emails sent to clients.

Step 10: Embed Contact Forms

• Navigate to the 'Forms' section.
• Create a new contact form by adding necessary fields.
• Generate the embed code for the form.
• Copy and paste the embed code into your website's HTML.

Step 11: Monitor Finances

• Go to the 'Finances' section on the Essential Studio Manager dashboard.
• Review your incomes and expenses.
• Generate financial reports to stay up to date on your business’s financial health.

Step 12: Review Notifications

• Check the 'Notifications' section regularly.
• Stay informed about received payments, answered questionnaires, and signed contracts.

Essential Studio Manager Features

Feature 1: All in One Platform

The Essential Studio Manager is an all-in-one platform that helps studios, agencies, and freelancers book more clients, schedule appointments, get paid, and create workflows that work seamlessly for their businesses.

Function Detail

• Users can easily send client invoicing with just a click of a button, making it easy for clients to pay them.
• The platform allows users to protect their business with digital contracts that get signed fast and are legally binding.
• Integration with Google Calendar allows users to stay up to date with all their sessions.
• Users can view all their business finances in one place and stay updated on their financial status.
• Custom workflow checklists can be created to stay on schedule with each client.
• The platform offers embeddable forms for collecting leads from websites and custom questionnaires to collect important client information.
• Users can customize the software to their brand for a cohesive client experience.
• Receive notifications for payments, questionnaire responses, and signed contracts.
• Automate booking confirmations and session reminder emails to keep clients updated.
• An algorithm prevents double booking of sessions.
• Users can suggest new features to be added to the platform.

Feature 2: Invoicing & Finances

The Essential Studio Manager simplifies the process of invoicing and managing finances for studios, agencies, and freelancers.

Function Detail

• Users can easily send invoices and make it simple for clients to pay.
• All income and expenses are tracked in the finance section for easy monitoring.
• The platform provides a comprehensive overview of financial status for better decision-making.

Feature 3: Customization & Community

The Essential Studio Manager offers customization options and a supportive community for users to enhance their experience.

Function Detail

• Users can customize the software to fit their specific business needs and branding.
• Access a community of studio managers for best practices and support.
• Continuous addition of new features based on user feedback.

Feature 4: Referral Program

The Essential Studio Manager rewards users for referring others to the platform through a referral program.

Function Detail

• Users can give their friends 50% off on sign-up and earn $5 monthly for each referral on a paid plan.
• Create a personalized coupon code to share with friends and colleagues.

Feature 5: Cancellation & Refund Policy

The Essential Studio Manager provides transparent cancellation and refund policies for users' peace of mind.

Function Detail

• No contracts are required, and users can cancel their account at any time.
• Refunds are offered for annual subscriptions within 14 days after the renewal date.

Essential Studio Manager Frequently Asked Questions