Web Jump Start Session Registration

Use the following form to sign up for a SuccessWare jump start training session over the Internet. The live application will appear in your web browser and a SuccessWare support representative will show you what you need to know to get the most out of the software. There is no software to download or install. All you have to do is sit back, relax, and ask any questions that pop into your head. It couldn't be easier!

To provide the best experience possible, the number of attendees for each session is limited. If a session you were planning to attend does not appear in the list of available sessions, that means that it is full. If this is the case, you will have the opportunity to sign up again in the near future since we are always adding new classes to the schedule.

Or, why wait? Scroll down to the Session Descriptions below the form and watch a movie right now or anytime in the future.

All scheduled web jump start sessions are full at this time. Please try again later.

Session All Sessions Are Full
Your Name
Studio Name
E-mail Address
Phone Number
Password*
*No password? Check your "Welcome to SuccessWare" or latest "SuccessWare News" e-mail or request one by calling 800-593-3767 and pressing 3 for support or e-mailing support (please include your name and studio name in the message).

Why wait? Scroll down to the Session Descriptions below the form and watch a movie right now or anytime in the future.

All fields are required.


Session Descriptions
 
New Client Orientation
For the studio owner.
This class covers how to get started with SuccessWare: setting start dates, navigating through SuccessWare, how to ask for help, setting up basic security, etc. We also guide you in getting your existing data ready for importation into the software. It is a great class that helps you move forward as quickly as possible.


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.

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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.

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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.

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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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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.

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Scheduler
Recommended for all SuccessWare users.
Setting preferences. Using different scheduler views. Adding, modifying, moving, and deleting events. Shortcuts.

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Order Form Editor
Recommended for all SuccessWare users.
Creating and customizing invoices, including adding studio logos.

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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.
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Searching
Recommended for all SuccessWare users.
Finding clients, sessions, orders, etc. based on their entered information. Saving searches for future use.
  Tracking Inquiries
Recommended for all SuccessWare users.
Recording information for calls received including the caller's name, the type of photography they are interested in, which of your marketing efforts got them to call, and whether they booked. Producing reports showing you calls received by timeframe, booking percentages, money generated from each of your marketing efforts, and more.

E-mail and Letters
Recommended for all SuccessWare users.
Creating e-mail messages and letters. Inserting values from your client and prospect information. Sending to one person or many. Inserting images into letters.

Order Management

Recommended for all SuccessWare users.
Customizing your order tracking system by using separate statuses for different workflow tasks. Producing the Orders in Progress Report. How to stay up to date with order statuses.


Payment Plans

Recommended for all SuccessWare users.

Shows you how to set up and use payment plans to spread out your clients' payments so they can afford to purchase more of your products and services. Covers automatic credit card processing of scheduled payments as well as manual payment acceptance.

Reports

Recommended for the studio owner and accountant.
Covers all SuccessWare reports
.

ProSelect Order Importation

Recommended for all SuccessWare users.
Exporting orders from ProSelect. Setting ProSelect preferences in SuccessWare. Matching ProSelect products with SuccessWare products. Importing ProSelect orders into SuccessWare.


Pricing Your Products

Recommended for the studio owner.
Pricing your products profitably based on what it costs you to produce them.
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Business Planning

Recommended for the studio owner.
Creating a new plan. Setting personal and business goals.
Analyzing the types of products you sell. Creating sales projections.
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.
Why wait?
Watch Movie Now (Part 1)
Watch Movie Now (Part 2)


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.
Why wait? Watch Movie Now (Part 2)


Preparing to File Income Tax Returns

Recommended for the studio owner.
Shows you how to get the information needed to prepare your federal and state income tax returns.

 
Advanced Classes
 
Direct Marketing
Recommended for the studio owner.
This class takes you beyond the basic label, e-mail and letter functions of SuccessWare. Using scenarios, we will demonstrate how to work with your existing data to help you better market to your prospects and clients. This class really shows you the full marketing power SuccessWare.


From Phone Call to Session

Recommended for the studio owner.
What happens when you get a call? What do you do with the information provided? This class will lead you through a scenario to help you see all the steps to track where calls originated, your marketing effectiveness, staff effectiveness at answering calls, booking results, etc. We will show you how to turn prospects into clients, as well as book sessions. We'll also show you how you can set up your website with direct downloading of prospect information into SuccessWare.
  Paying Bills
Recommended for the studio owner.
Bill paying, something we all have to do, may not be the highlight of your day. However this class will show you how to become more efficient with the day-to-day operations of managing your money. We will cover paying monthly bills, credit card payments, setting up accounts, and more. We will also review how to look at your financial statements so you'll have the power to make good business decisions.

 

 

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