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50 articles in this collection
Written by
Bryan Caporicci,
Justin Morabito,
and
Chris Bowman
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
Why won't my package price save my custom price?
This article goes over why the package builder will sometimes tell you it can't save a package price.
Written by
Justin Morabito
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
Chris Bowman
Updated over a week ago
Adding your Contact Form to Squarespace
How to embed your Sprout Studio Contact Form to your Wordpress 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
Justin Morabito
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
Justin Morabito
Updated over a week ago
Setting up email tracking
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
Justin Morabito
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 a download password
How to create download passwords to grant specific gallery downloads to anyone with the password
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
Justin Morabito
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, deleting and duplicating price lists
What a price list is and how to create, delete, and duplicate a price list
Written by
Justin Morabito
Updated over a week ago