Everything you need to set up your studio, run the day, get paid and grow, all in Studio. Start with “Getting started”, then use the rest as a reference.
The menu is grouped the way a front desk thinks: Schedule, Front desk, Clients, Your menu, Sell, Grow, Money and Settings.
Studio menu (left on a computer, “More” on a phone)
“Schedule” is home: today’s numbers, the launch checklist, “Needs your attention” and the calendar.
“Front desk”: “Requests”, “Messages”, “Checkout”, “Waitlist” (and “Walk-ins” or “Classes” if your business uses them).
“Clients”: your client list and each client’s card (plus “Forms” if you use them).
“Your menu”: “Services” and “Team”.
“Sell”: “Store”, “Memberships” and “Courses”.
“Grow”: “Website”, “Articles”, “Pages”, “Videos” and “Community”.
“Money”: “Payments”, “Reports” and “Team pay”. Then “Settings” at the bottom.
On a phone, the bar along the bottom shows Schedule, Clients, Checkout and Messages, and switches Checkout for “Requests” when requests are waiting. “More” opens the full menu.
Good to know
Press “/” or ⌘K (Ctrl K on Windows) anywhere to search for a client, a service or a page, or to start a “New sale”.
Your team members see a smaller menu: no Settings, Website, Store, Payments or other setup pages.
The checklist on Schedule walks you through the setup in order and shows what’s next.
Studio → Schedule → “Get ready to launch”
Open “Schedule”. The checklist shows “x of y done · Next: …”.
Tap “Start” on the next step. The steps are: “Add your services”, “Add your team members”, “Set working hours”, “Add your logo”, “Set booking rules and deposits”, “Bring in your client list”, “Connect payments” and “Put your website live” (plus forms if your business uses them).
Come back to Schedule after each one. It ticks itself off.
Good to know
“Hide this checklist” hides it on that browser only. It disappears for good once everything is done.
Protect your account (and your business): after your password, Studio asks for a 6-digit code from an authenticator app on your phone. Someone who learns your password still can’t get in.
Studio → Sign-in & security
Install an authenticator app on your phone if you don’t have one: Google Authenticator, Microsoft Authenticator, 1Password or Authy.
In Studio, open “Sign-in & security” and tap “Turn on two-step sign-in”.
In the app, tap + and scan the QR code. (Can’t scan? Tap “Enter this key instead” and type the key.)
Type the 6-digit code the app shows for “Lead Clickz Studio” and tap “Confirm and turn on”.
From now on, sign in with your email and password, then the newest code from the app.
Good to know
Codes change every 30 seconds. If one is refused, wait for the next one and check your phone’s time is set automatically.
New phone? Turn it off with a code from the old phone, then set it up again on the new one.
Lost your phone? Ask Lead Clickz support to reset it. They’ll confirm it’s you first.
Connecting QuickBooks requires two-step sign-in on your account.
Encourage your managers to turn it on too: they can see and change a lot.
Your services menu powers online booking, your website and checkout.
Studio → Services
Open “Services” and tap “+ Add a service”.
Fill in “Name”, “Menu section”, “Short line”, “Description” and a “Photo”.
Under “Lengths and prices” add each option: “Name”, “Minutes”, “Clean-up”, “Price ($)”, and “Deposit ($)” if it differs from your default. Use “+ Add a length” for more.
Tick “Clients can book online” and “Show on the menu”.
Tap “Add to the menu”.
Good to know
Pills tell you the state: “Bookable” (online), “Enquiry only”, “Hidden”, “Removed”.
“Remove service” archives it. Tick “Show removed” to “Bring back” a service.
Fill in “Service page on your website” to help you show up on Google and in AI answers.
Use “Follow-up messages” to send aftercare and a rebook reminder automatically.
Each team member signs in to see their own day, clients, hours and pay. Managers see everything except who has access.
Studio → Team → a person → “Login”
Open the person in “Team” and go to the “Login” tab.
Enter “Their email” and choose “Access”: “Team member (their own schedule)” or “Manager (runs the day to day)”.
Tap “Give access”.
Tell them yourself. No email is sent. Send them the “Signing in for the first time” team guide.
They go to your-website.com/login, tap “Email me a sign-in code instead” and sign in with that email. Then they set a password with “Forgot your password?”.
Good to know
Their card shows “Login invited” until they sign in, then “Has a login”.
Only the owner can make someone a manager or an owner. Managers can add team members.
To remove access: “Settings” → “Who has access” → “Remove”.
Turn each automatic client notification on or off, and set when reminders go out.
Studio → Settings → “Client alerts”
Open “Settings” → “Client alerts”.
Tick the ones you want: “Visit confirmed”, “Reminder before a visit”, “Visit time changed”, “Visit cancelled”, “Order ready for pickup”, “Order shipped”, “New message from you”, “Receipt after checkout”, “A time opened (waitlist)”.
Choose “Send the reminder” (2 hours to 3 days before).
Tap “Save alerts”.
Good to know
Clients get each alert in the app (if they turned alerts on) and by email.
Texts need a Lead Clickz texting number. They only go out between 9am and 7pm and are never sent twice when the app alert already reached them, except the reminder.
Add more locations, mobile services and rooms or machines that limit what can be booked at once.
Studio → Settings → “Locations” · Studio → Rooms & equipment
Locations: in “Settings” → “Locations”, enter a “New location” and “Time zone”, then tap “Add”. Switch between “Fixed address” and “We go to them” for mobile services.
Rooms: open “Rooms & equipment” → “+ Add”. Set the “Name”, “Kind”, “How many clients at once” and “Services that need it”, then “Save”.
Good to know
A service that needs a room is only offered online when that room is free.
One inbox for every conversation with clients. Clients message you from their app. Texts are one-way, so a client who replies to a text is told to message you in the app.
Studio → Messages
Open “Messages” and pick a conversation (use “Search Clients” to find one).
Type in “Write a reply (Enter sends)” and tap “Send”. Shift+Enter adds a new line.
To start a new conversation, use “Message” on a client’s card, an appointment, a request or the waitlist.
Good to know
The client gets an app alert (and email) for your reply, at most one per conversation every 10 minutes.
Open a client. The top shows contact details, membership, birthday and “IN THEIR WORDS” (what they shared in their app: an occasion, a favorite team member and notes).
“Visits”: past and upcoming visits.
“Chart”: add treatment notes and before/after photos with “Save to chart”.
“Forms”: send a form and see signed ones.
“Notes”: private notes only your team sees, then “Save notes”.
“Message” starts a conversation.
Good to know
Team members only see clients they have served.
Some charts need a licensed provider’s “Sign off”.
Set flat shipping, free shipping, local pickup, sales tax and monthly payment plans.
Studio → Store → “Shipping & tax”
Tick “Ship orders” and set “Flat shipping ($)” and “Free shipping over ($)”.
Tick “Local pickup” and add “Pickup instructions”.
Set “Sales tax on products (%)”.
To let clients split bigger orders, tick “Let clients split larger orders into monthly payments”, then set the minimum and choose 2, 3, 4, 6 or 12 payments.
Reward clients for coming back (a punch card or points) and for sending friends. They see their progress in your app, and rewards come off at Checkout.
Studio → Loyalty & referrals
Open “Loyalty & referrals”.
Tick “Reward clients who come back”. Pick “Punch card: 1 per visit” or “Points: 1 per $1”, then set “Every” and “they get $ off”.
Tick “Reward clients who send their friends”. Set what “The friend gets” and what “The sender gets”.
Tap “Save”.
At Checkout, when a client has rewards, tap “Use rewards” and it comes off the total.
Good to know
A visit counts when it’s paid at Checkout with a service on it.
Each client gets their own link in “My account → Rewards” to text or post. The friend’s gift lands when they book from it; the sender’s reward unlocks after the friend’s first paid visit.
To add or take away rewards by hand, open the client under Clients → “Rewards”.
Studio works out what each person earned and what to pay them, including tips, or the rent they owe and what they’ve paid.
Studio → Team pay
Open “Team pay”. Tap “Pay rule” on each person.
Choose “Commission”, “Set amount” or “Booth or suite rent”, then fill in the percentages, amounts or rent.
Tick “Pay their tips out to them” if they keep tips.
Tap “Save pay rule”.
Each pay day, choose the range and tap “Download for payroll”.
When a renter pays their booth rent, tap “Record rent”, enter the amount, date and how they paid, then “Record payment”. The “Booth rent” column shows what’s paid and what’s still owed.
Teaching your clients
The clients’ guide is written so you and your team can show clients the app in a minute. Share the link, or open it on your phone and walk them through it.