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Chapter 8 · When someone books

Work on one session

About 8 minutes

Every booking has one page where you do the work: collect payments, check the contract, write notes and deliver the photos.

This lesson uses Danielle Lewis's Family Session. First, three parts of the page you only read. Then the parts you press.

The top card

It shows the client and the money: price, tax, amount owed and amount collected.

The To do card

It lists the steps for this session and when each one is due. On Free the list is read only. Pro lets you tick and add steps.

The Activity card

It lists everything that has happened on this session, newest first.

Step by step

Get there

  1. Press Sessions in the top bar, then All Sessions.

  2. Press the session in the list, here Family Session – Danielle Lewis.

The money and the status

  1. Press Edit value. A panel opens where you change the billing, the retainer and the total.

  2. Press the Booked badge to change the status as the job moves along.

    Choose Cancelled or No-show when the session does not happen.

The job checklist

  1. Press Questionnaire to read what the client answered.

  2. Under Documents, press the contract to read the signed copy.

  3. Press Balance due to collect what is left.

  4. Choose Send a payment reminder to email the client, or Record a payment if they paid you in person.

  5. Press Session details to see what the client booked: the length, what is included and how long the gallery stays open.

The right-hand column

  1. Press Create gallery when the photos are ready to start a private gallery for this session.

  2. Press Edit beside Notes to write a private note about the session.

  3. Type your note, then press Save notes at the bottom of the panel. Clients never see it.

Everything else

  1. Press Actions at the top right to record a payment, attach a contract, reschedule or delete the session.

You're done when

You know what each part of the session page is for. Next, Today's tasks.

If something's not right

How do I move a session to another day?

Press Actions at the top right, then Reschedule session.

How do I send the client a contract?

Press Actions, then Attach contract, and choose the contract.

What is Golden hour?

It shows sunrise and sunset for the day and whether your session falls in that soft light. To set it up, see Set up golden hour.