Moving, Editing, and Deleting Calendar Items. Canon Studio Solution

Using: Your Studio

Moving, Editing, and Deleting Calendar Items

Once an item has been added to either the Tasks and Events or Schedule calendars, you can move, edit, or delete it.

To quickly move a calendar item, click and hold the left mouse button and drag the item to a different time or date. You can also move an item by double-clicking it and editing the date and time from the details page.

To edit a calendar item, double-click it and enter the details page. Here you can edit any options for the item.

To delete a calendar item, double-click it and enter the details page. Select the Delete

Item button to the right of the details.

Customers

The Customers tab will keep track of all your past, current, and possible future customers.

After selecting the tab, a list of customers will appear, alphabetized by last name, with a phone number and email address.

 Clicking a customer’s email link will open a new message to them in your default email program.

 Clicking on a customer’s name will take you to the details page for that customer.

Customer Details

This is your customer’s home page. It keeps track of all their booking and order info, and is where you can view and manage general info, bookings, notes, and calls. The right

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Using: Your Studio side of the window will always display the time and date of the event or information.

The following info will always be displayed:

 Contact Info: The left of the window will show the customer address, phone number, and email address. Clicking the email address will open a new message to them in your default email program. The customer status will also be listed here (active, inactive, lead, or custom).

 Current Bookings: These are all future bookings for the customer. Click on the name of a booking to view or edit details.

 Previous Bookings: These are all past bookings. If a booking has been completed you can click on [View Photos] to see the photos from that event. If a booking has not been completed, click on the name of the booking to view or edit details.

 Calls: These are all current calls scheduled for the customer. Previous calls will not appear here. Click on the name of a call to view or edit details.

 Customer Notes: These are all notes created for the customer. Click [Remove] to delete a note.

 Order: These are all orders for the customer, listed by internal order number.

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