Getting set up properly in Studio Designer will enable you to get to work in the platform more quickly and efficiently. 

New Account Setup Session - To guide you through this process, we encourage you to sign up for a 1:1 New Account Setup Session. The cost of the session is $150.00. During this 1.5 hour meeting, we will cover the following:

  • Provide an overview of the Studio Designer platform
  • Set up your company profile
  • Enter key company account defaults
  • Demonstrate how to add addresses and contacts
  • Create a sample Item using Studio Capture
  • Review how to create Proposals, Invoices, and Orders
  • Provide an overview of the Client Portal and Reports

If you have a new account with Studio Designer, reach out to



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