Knowledge Base Articles | My Studio Manager

Knowledge Base Articles

Browse through help articles on almost everything in MSM

Conversations

Conversations

Trigger links

Snippets

Manual Actions

Opportunities

How to Create an Opportunity

Opportunities Overview

How To See Additional Information On An Opportunity Card

How To Sort/Filter Opportunities

Pipelines

Lost Reason for Opportunities

How to use Custom Fields for Opportunities

Maximising Your Sales Pipeline

How To Automate Lead Value Using Survey Submissions

Opportunity Settings

List View in Opportunities

Opportunity Management

How to Customise Your Opportunity Cards

How to Send an Invoice or Estimate from an Opportunity

Bulk Actions

Payments

Invoices & Estimates

Products

Payment Integrations

Documents & Contracts

Transactions

Payment Settings

Subscriptions

Orders

Payment Links

Reputation

How To Send A Review Request

Reputation Settings

Reputation Tab Overview

Reviews

Review Widget Customisation

Listings in Reputation

How to Cancel Yext Listings

How to Create a QR Code

Requests

Listings Analytics Dashboard

Forms

Lead Form Tutorial

Reporting

Appointment Report - Overview

Facebook Ads Reporting

Google Ads Reporting

Agent Reporting

Call Reporting

Attribution Report

Custom Reports

Sites

Analytics Dashboard

Funnels

Forms

Surveys

Media

Chat Widget

Funnel / Website Builder

Websites

Blogs

Form / Survey Builder

Client Portal

Stores

Webinars

WordPress

Quizzes

Marketing

How to Create a Brand Board

Social Planner

Email Templates

Affiliate Manager

Email Services

Emails

Campaigns

Trigger Links

Ad Genuis

Brand Boards

Countdown Timers

Dashboard

General CRM Overview

Dashboard Overview

The Dialer

Dashboard Permissions

Managing Custom Dashboards

How to Create Multiple Dashboards

How to Set Your Default Dashboard

Custom Widgets

Elements

Ad Manager

Create New Ad Campaign in Ad Manager

Ad Manager: Create Ad campaigns using templates

Overview of Ad Manager Settings

Connect Facebook with Ad Manager

Audiences Tab Overview - Ad Manager Settings

Media Storage

Media Storage Overview

Managing Media Files and Folders

Content AI

Backgrounds

Supported Media Types

How to Upload Font Files in Media Storage

Mobile App

How to Use Business Card Scanner in the Mobile App

Service Calendars in the Mobile App

Edit Email Snippets in the Mobile App

Conversations in the Mobile App

Create Products on the Mobile App

Taxes & Discounts for Sales on the Mobile App

View Invoices & Receipts on the Mobile App

Record Payments for Invoices on the Mobile App

Accepting Payments for Service Appointments in the Mobile App

Documents & Contracts on the Mobile App

Social Planner on the Mobile App

How to Change Your Password and Enable 2FA on the Mobile App

Enable Direct Payments on the Mobile App

Contacts on the Mobile App

How to Receive In-Person Signatures on the Mobile App

Integrations

Jackrabbit CRM Integration

Settings

Business Profile

My Profile

Custom Fields

Custom Values

Domains

Integrations

Email Services

Phone System

Tags

URL Redirects

Audit Logs

Staff

Private Integrations

Whatsapp

Objects

Conversation Ai

Manage Scoring

Voice Ai Agents

Memberships & Communities

Communities Overview

Automations

Understanding Automation

Workflows

Content AI

Workflow Actions

Premium Actions

Workflow Settings

Calendars

Appointments

Calendar Settings

Calendar Overview

Service Calendar

Creating Calendars

Class Calendar Module

Class Calendar/Manager Development Update 2/8/25

Class Calendar/Manager Module Update Overview - July 29 Update

Creating and Managing Classes in Class Calendar

Adding Students to a Class in the Class Calendar Module

Understanding the Tabs in the Class Calendar Module

Contacts

Restore - Overview

How To Delete An Appointment

Duplicate Contacts

Bulk Actions

Contact Details

Smart Lists

Tasks