Jump-Start Screen Movies

Free QuickTime software for Windows and Macintosh is required to view the video tour. To download QuickTime, just click the Get QuickTime logo to the right.

Screen Movie Watch Basic Setup Recommended for the studio owner. Setting up your preferences for default values, e-mails, credit cards, payment plans, etc. Setting up security including user access, passwords, credit card processing, and an audit trail.   Importing Clients Shows how to read in the information on your clients that you had stored in another software application.   Importing Prospects Shows how to read in prospect information from your old software or from purchased lists.   Finding Clients, Prospects, and Vendors Learn how to find people quickly and easily.   Payment Plans Shows you how to quickly enter payment plans for client orders and how to accept payments toward scheduled payments.   Labels Recommended for all SuccessWare users. Printing mailing labels. Editing margins, page size, font, font size, etc. Adding text (e.g. To the Parents of). Printing on envelopes, postcards, etc. Creating custom labels.   Business Planning Part 1 Recommended for the studio owner. Creating a new plan. Setting personal and business goals. Analyzing the types of products you sell. Creating sales projections.   Business Planning Part 2 Recommended for the studio owner. Projecting expenses. Creating an income and expense budget. Automatically estimating cost of sales expenses. Creating a capital budget for large purchases. Reviewing your income and expense budget. Forecasting cash flow. Creating a marketing plan and calendar.   Order Form Editor Recommended for all SuccessWare users. Creating and customizing invoices, including adding studio logos.   Quick Tips for Lists and Data Entry Recommended for all SuccessWare users. Entering dates and times quickly. Performing quick searches. Using list windows. Sorting lists. Various shortcuts.   Scheduler Recommended for all SuccessWare users. Setting preferences. Using different scheduler views. Adding, modifying, moving, and deleting events. Shortcuts.   Pricing Your Products Recommended for the studio owner. Pricing your products profitably based on what it costs you to produce them.   Adding Clients and Sessions Recommended for all SuccessWare users. Entering clients and their relations (children, spouse, fiancee, etc.). Creating custom client fields. Entering session information such as date, time, subjects, and locations, as well as specifying assigning personnel, camera rooms, and equipment needed to complete the session. Using client and session information for marketing purposes.   Financial Tracking Recommended for the studio owner and bookkeeper. Adding cash, checking, savings, and credit accounts. Adding expenses and paying bills. Recording deposits, withdrawals, transfers, etc. Setting up and using recurring expenses. Reconciling accounts with statements.   Adding Products and Orders Recommended for all SuccessWare users. Using the product pricing wizard. Creating client orders (invoices). Recording client payments including method (check, cash, credit card, gift certificate). Entering sales tax, discounts, and interest.

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