Product overview
From enquiry to delivery in two minutes
Outcome: understand how clients, commissions, consultations, approvals, invoicing and reporting fit into one studio workflow.
Watch directly on YouTubeJewelry Studio Manager Training Centre
Start with a short product tour, then follow the learning path for your role. Every example uses fictional demonstration data.
Training video library
Learn one practical outcome at a time. Start with the two-minute overview, then follow the first-time path or jump directly to the task you need.
Start here
New to studio software?
Outcome: learn a calm, low-risk way to begin with fictional practice records before inviting your team or entering real client data.
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Clients
Add a client and record useful preferences
Outcome: create a focused client record, store relevant jewelry preferences and avoid duplicate or excessive personal data.
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Complete workflow
Track a custom commission end to end
Outcome: move a fictional commission from enquiry and design through approval, production, quality checks and delivery.
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Scheduling
Schedule consultations safely
Outcome: connect an appointment to the right client and commission, assign responsibility and use reminders without over-notifying clients.
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Client handoff
Share designs and collect approvals
Outcome: attach a fictional design, request a decision and keep approval or revision feedback with the commission.
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Quotes and invoices
Record quotes, invoices and payments
Outcome: create a clear financial record for fictional custom work while understanding where professional accounting advice still belongs.
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Reporting
Read the dashboard and analytics
Outcome: identify what needs attention, confirm the underlying records and use reporting filters without treating estimates as accounts.
Watch directly on YouTubeFirst-time users
Watch the two-minute overview, continue with Start Here, then practise by adding a fictional client and commission.
Studio owners
Review the dashboard and financial records, then read the detailed Shopify controls if you use the optional connection.
Designers, makers and coordinators
Focus on client preferences, consultations, commission stages and the approval handoff.
1
Install & Setup
Getting started takes just a few minutes. Create an account and complete the guided setup wizard.
- Create your account and start the guided setup
- Authorize Shopify only if you want to connect your store
- Complete the 5-step setup wizard: describe your studio, confirm location and currency, configure workflow stages, optionally invite a first client, and review the next steps
- Your 14-day free trial starts immediately — no credit card required
2
Dashboard Overview
Your dashboard gives you an at-a-glance view of everything happening in your studio. See what needs attention right away.
- KPI cards show your active commissions, total clients, monthly revenue, and upcoming appointments
- Quick action buttons let you create a new commission, add a client, or schedule a consultation with one click
- A summary of recent activity keeps you informed about status changes, new inquiries, and upcoming deadlines
3
Managing Clients
Build detailed client profiles that capture everything you need to deliver a personalized jewelry experience.
- Add clients manually or sync from Shopify to import your existing customer base automatically
- Store jewelry-specific details: ring sizes, preferred metals, gemstone preferences, style notes, and budget ranges
- Use the Design Preferences tab to record inspiration images, style direction, and material choices for each client
- View a complete history of commissions, appointments, and communications on every client profile
4
Creating Commissions
Track every custom piece from first inquiry through final delivery with the commission workflow built for jewelers.
- Use the 4-step commission wizard: select a client, enter project details, set budget and timeline, then review before creating the commission
- Commissions move through jewelry-specific workflow stages: Inquiry → Consultation → Design → Approval → Production → Delivery
- Attach design files, reference photos, and notes at each stage
- Clients receive automatic notifications when their commission moves to a new stage
5
Scheduling Consultations
Keep your studio calendar organized with built-in appointment scheduling that keeps both you and your clients on track.
- View your schedule in a built-in calendar view with day, week, and month layouts
- Create appointments with type (initial consultation, design review, fitting, pickup), duration, location, and notes
- Automatic email reminders are sent to clients before their appointment so they never miss a visit
- Clients can review upcoming appointments, cancel when needed, or request a new time through the client portal
6
Client Portal
Give your clients a professional, branded space to stay connected with their commission and your studio.
- Share a branded portal link with each client — they log in with their email and a secure password
- Clients can view real-time commission progress, see which stage their piece is in, and review timeline updates
- The design approval workflow lets clients approve or request revisions directly through the portal
- Clients can also review appointments and request rescheduling, submit feedback, and view shared documents from one place
7
Analytics
Understand your business performance with clear, actionable reports designed for jewelry studios.
- Revenue tracking shows monthly and yearly earnings, average commission value, and trends over time
- Customer insights reveal your most active clients, popular services, and conversion rates from inquiry to completed commission
- Visual charts and summaries make it easy to spot opportunities for growth
8
Shopify Integration
Connect your Shopify store to keep customers, orders, and products in sync across both platforms.
- Install or launch Jewelry Studio Manager from your Shopify Admin; Shopify authorization is completed during the installation flow
- After authorization, Shopify customers are automatically synced as clients in the studio manager
- New Shopify orders can be linked to commissions for a seamless workflow
- Sync runs automatically so your data stays up-to-date without manual work
