Frequently Asked Questions

What are Lead Sources and how do they work?

Everything you need to know about Lead Sources.

Written by Ric Ramirez
Updated over a week ago

How to set up two factor authentication (2FA) via an authenticator app

How to set up an authenticator app and enable two-factor authentication.

Written by Yuan Wang
Updated over a week ago

How do I track email replies in Studio Ninja? (SMTP-connected users)

Set up email forwarding and see your client replies inside your Studio Ninja client profiles, leads and jobs.

Written by Yuan Wang
Updated over a week ago

How to export Leads and Jobs?

Learn how to export your Leads and Jobs from Studio Ninja

Written by Jan Santos
Updated over a week ago

How do I track email replies in Studio Ninja? (Gmail-integrated users only)

Set up email forwarding and see your client replies inside your Studio Ninja client profiles, leads and jobs.

Written by Chris Garbacz
Updated over a week ago

How to export client list?

Learn how to export your client/contact list from Studio Ninja

Written by Jan Santos
Updated over a week ago

How do I export payments?

Learn how to export the payment details from Studio Ninja

Written by Jan Santos
Updated over a week ago

I'm trying to save a Quote. Why isn't my logo showing when I click "Save as PDF"?

There are instances when the business logo is not showing in the PDF copy of the quote when it is saved as a PDF file.

Written by Ric Ramirez
Updated over a week ago

Why can't I see my leads/jobs that are booked more than 12 months in advance on Google Calendar app?

Written by Jan Santos
Updated over a week ago

Can I use a promo code when I change my subscription plan?

Written by Ric Ramirez
Updated over a week ago

How to add a fixed discount to a quote or invoice?

Written by Jan Santos
Updated over a week ago

How is my data protected? What are you doing about data security?

Written by Nikki Remigio
Updated over a week ago

How to fix the tax code error when integrating with QuickBooks

Learn how to activate your tax code in QuickBooks in 5 easy steps.

Written by Jan Santos
Updated over a week ago

How to sync your Studio Ninja Calendar to your iPhone/iPad's calendar

Written by Ric Ramirez
Updated over a week ago

How do I avoid my emails from going to my clients’ spam or junk folders?

Written by Ric Ramirez
Updated over a week ago

How to Reconcile Stripe Payments in Xero

Learn how to reconcile Stripe payments in Xero in 5 easy steps.

Written by Jan Santos
Updated over a week ago

Why are my Stripe payments failing?

Are your clients trying to pay via credit card but they can't complete the payment?

Written by Nikki Remigio
Updated over a week ago

How do I use the embedded Contact Form?

Embed your Contact Form on different website platforms like WordPress and Squarespace.

Written by Nikki Remigio
Updated this week

How do I connect my iCloud email to Studio Ninja?

Do you have an iCloud email that you'd like to use to send emails from?

Written by Nikki Remigio
Updated over a week ago

How do I copy a template over without missing chunks of text?

Have you noticed that you're missing data when copying large templates over?

Written by Nikki Remigio
Updated over a week ago

Can I use Yahoo! to send emails from Studio Ninja directly?

Do you want to be able to send emails from Studio Ninja using your Yahoo! account?

Written by Nikki Remigio
Updated over a week ago

How does Studio Ninja help me be GDPR compliant?

Find out how we can help you be GDPR compliant.

Written by Nikki Remigio
Updated over a week ago

What should I do to be GDPR compliant?

GDPR updates are now live! Find out what else is new in this update.

Written by Nikki Remigio
Updated over a week ago

How do I integrate my email with Gmail/Gsuite?

Written by Nikki Remigio
Updated over a week ago

What are Variables?

Describes which variables you can use in Studio Ninja as well as where you can use them

Written by Nikki Remigio
Updated over a week ago

What is the difference between a Lead and a Job?

Written by Chris Garbacz
Updated over a week ago

I use a different CRM, how do I move bookings / data to Studio Ninja from an existing system?

Written by Chris Garbacz
Updated over a week ago

How do I create an appointment?

Written by Nikki Remigio
Updated over a week ago

Does Studio Ninja offer a gallery for selling photos online?

Written by Chris Garbacz
Updated over a week ago

Why can't I change the payment schedule of an invoice or quote?

Written by Chris Garbacz
Updated over a week ago

How can I add questionnaires to the client portal without automatically emailing each one to my client?

Written by Chris Garbacz
Updated over a week ago

How do I make changes to a workflow that has already been assigned to a job?

Written by Chris Garbacz
Updated over a week ago

Does Studio Ninja do accounting?

Written by Chris Garbacz
Updated over a week ago

Can I use Studio Ninja in other languages?

Written by Chris Garbacz
Updated over a week ago