Studio CRM Documentation

Complete guide to managing your studio with our CRM system

📋 Overview

Studio CRM is a comprehensive management system designed specifically for tattoo and piercing studios. It combines client management, appointment scheduling, inventory tracking, compliance logging, and automated communications into one powerful platform.

✨ Key Features

  • Client Management with medical history and photo galleries
  • Appointment Scheduling with calendar integration
  • Service Records tracking for tattoos and piercings
  • Financial Management with commission calculations
  • Inventory Management with automatic reorder alerts
  • Compliance Logs for sterilization and health inspections
  • Digital Forms with signature capture
  • Automated Email Follow-ups (7 professional templates)
  • Photo Gallery tracking healing stages
  • Multi-user access with role-based permissions

💻 System Requirements

Server Requirements

  • PHP 7.4 or higher
  • MySQL 5.7 or higher
  • Apache or Nginx web server
  • mod_rewrite enabled
  • Minimum 512MB RAM
  • 50MB disk space (plus storage for client photos)

📥 Installation

Step-by-Step Guide

  1. DownloadContact us for download link
  2. Upload – Upload the studio-crm folder to your web server
  3. Database – Create a new MySQL database
  4. Install – Visit your-domain.com/studio-crm/install.php
  5. Configure – Follow the wizard to set up database and admin account
  6. Cron Job – Set up cron job for email automation (optional)

Cron Job Setup

For automated email follow-ups:

*/5 * * * * php /path/to/cron/process_email_queue.php

🛠️ Core Modules

1. Client Management

  • Personal information and contact details
  • Medical history and allergies
  • Service history with photos
  • Digital forms and waivers

2. Appointment Scheduling

  • Interactive calendar with FullCalendar
  • Drag-and-drop appointments
  • Color-coded by service type
  • Deposit tracking

3. Financial Management

  • Deposits and payments
  • Artist commission calculations
  • Revenue reports
  • Multiple payment methods

🔗 Integration with Form Builder

Studio CRM integrates seamlessly with our Form Builder tool:

  • Import form templates directly into client intake
  • Pre-fill forms with client data from CRM
  • Store completed forms with digital signatures
  • Link forms to specific appointments

💡 Best Practices

Security Tip: Always use SSL/HTTPS on your website, enable strong passwords for all accounts, and backup your database regularly.

Need Support?

If you have questions about installation or using this system, we’re here to help!