Studio Management helps you keep the people, jobs and follow-up behind your photography business organised. You can begin with contacts and projects, then add forms, tasks, quotes, invoices, contracts and reusable workflows when they are useful.
Keep people and work distinct
- Contacts are individual people.
- Clients represent the customer or organisation connected with one or more contacts and projects.
- Projects represent the jobs you are completing.
- Tasks record what needs to happen next.
Start with Understanding clients, contacts, leads and projects.
Bring the job together
A project can connect the practical records associated with a job, such as tasks, quotes, invoices, contracts, galleries, albums, assets and useful links. This gives you one place to review progress without forcing every job through the same process.
Use the Inbox for communication
The Workspace Inbox brings supported email and Live Chat conversations into Studio Management. When an enquiry arrives through a form, reply from the enquiry so the conversation remains connected to the lead and any later client or project record.
Make follow-up visible
Add a dated task when an action must happen. A useful task states what needs to be done and is linked to the relevant contact, client or project wherever possible.
Build gradually
- Add or confirm the contact.
- Create a project for a real job.
- Add the next few tasks.
- Connect relevant financial, contractual or delivery records.
- Create a reusable workflow only after the process repeats.
