Wednesday, August 12, 2015

Q&A Photography Workflow

Photography Workflow Question and Answer

This is a question and answer post on how to setup workflow for portrait and wedding photographers. 

Photographers With Employees


I am a portrait and wedding photographer with employees. I want a system that will track clients all the way through the entire process from initial encounter to picking up their order. I also want to be able to assign employees to different steps along the way. 

The best method in this situation is to use jobs. 

Option 2 of the following tutorial provides instructions on how to do that.


I am a portrait and wedding photographer with employees. I want a system to track the leads that come in and the steps that I need to do to convert them from a lead to a paying customer. I do not want to track anything after the client is booked but I do want to assign employees to different steps and have a project deadline.

The best method in this situation is to use client projects. 

The following tutorial explains how to create a client project.

I am a portrait and wedding photographer with employees. I want a system to track the things that need to be done before and after a photo shoot or wedding and I want to assign them to employees. 

The best method in this situation is to use an event project.

This tutorial explains how to create a project for an event. 


I am a portrait and wedding photographer with employees. I want a system to track the things that need to be delivered to a customer after the customer has ordered 

The best method in this situation is to use an invoice project.

This tutorial explains how to create an invoice project.




Photographers Without Employees

I am a portrait and wedding photographer without employees. I want a system to track the leads that come in and the steps that I need to do to convert them from a lead to a paying customer. I do not want to track anything after the client is booked. 


The best method in this situation is to use client pipelines and associate them with the lead.

Option 1 of the following tutorial provides instructions on how to do that.


I am a portrait and wedding photographer without employees. I want a system that will track clients all the way through the entire process from initial encounter to picking up their order. 

The best method in this situation is to use jobs. 

Option 2 of the following tutorial provides instructions on how to do that.


Question: I am a portrait and wedding photographer without employees. I want a system to track the things I need to be done before and after a photo session or wedding. 

The best method in this situation is to use event pipelines and assign them to photo sessions or weddings. 

This tutorial explains how to create pipelines.


This tutorial explains how to assign an event pipeline to an event. 


Question: I am a portrait and wedding photographer without employees. I want a system to track the things that need to be delivered to a customer after the customer has ordered. 
The best solution is to use an invoice project to track what needs to be delivered to a customer. 

This tutorial explains how to create an invoice project.




No comments: