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Setting Up Workflow For A Portrait Photographer

Overview

This tutorial provides a breakdown of the workflow for a portrait photography studio.


Basic Workflow Concepts

StudioCloud’s workflow is divided into 3 sections. Those categories are lead tracking, session tracking, and order tracking. You can conceptually think of them as lead tracking is when you first encounter a prospective client, session tracking are what you need to track before or after a session, while order tracking is tracking what needs to be delivered to a customer after they order.


Overall Flow of the Workflow

Here is a visual breakdown of the typical way a customer flows through the workflow from initial encounter to their order being delivered to them.


Lead Tracking Session And Event Tracking        Order Tracking


Lead Tracking Overview


Click here for a tutorial on how to setup Lead Tracking for Portrait Photographers


Session Tracking Overview

Click here for a tutorial on how to setup Session Tracking for Portrait Photographers

Order Tracking Overview

Click here for a tutorial on how to setup Order Tracking for Portrait Photographers

Other Common Portrait Photographer Questions

How do I schedule a session on StudioCloud's calendar?

Click here for a tutorial on how to schedule a session on the calendar

How do I have the client schedule their session from a CloudForm, select their desired package, have an invoice automatically created for them, have them pay a deposit, and have them eSign a contract?

Click here for a tutorial on how you can create a form that offers online booking, payment/deposit, and esigning contract options

How do I schedule a session on StudioCloud's calendar then send the client a CloudForm to have them verify the session details, select their desired package, have an invoice automatically created for them, have them pay a deposit, save the credit card, and have them esign a contract?

Click here for a tutorial on how you can create a personalized CloudForm that offers payment/deposit, and esigning contract options

How do I create products, services, packages, and price lists?

Click here for a tutorial on how to create products, services, and packages

How do I create or edit an invoice?

Click here for a tutorial on how to create and edit an invoice

How do I have invoices automatically created from a CloudForm?

Click here for a tutorial on how to have invoices automatically created from a CloudForm

How do I do payment plans and have a clients credit card automatically charged on a specific day of the month?