Clients & shoots

Keep track of your clients and shoots, set reminders, use the calendar and take payments for bookings.

In this section

• Clients: see where each client stands The Clients area keeps your clients, their galleries and shoots together and shows who needs you now: a selection waiting, a gallery expiring or a reminder due.
• Add and manage clients Add a client, add the people on their card, set a primary contact, merge duplicates and delete a client, with what happens to their galleries.
• Timeline, notes and reminders Follow everything a client has done, log calls and notes, and set reminders so nobody gets forgotten. Includes automatic reminders and how you're notified.
• Shoots and the calendar Record a shoot for a client with its date, price and status, create its gallery, and see all your shoots as a list or on a calendar.
• Show your shoots in Google, Apple or Outlook Calendar Connect Google Calendar for instant updates, or subscribe with a private link in Apple or Outlook calendar, and add a single shoot to your calendar.
• Take payment for a shoot with a payment link Basic plan and above Create a payment link and QR code for a shoot so your client pays straight into your account, and the shoot is marked paid automatically.