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Workflow
Workflow can help manage your photography business by organizing information and making tedious, repetitive tasks easy.
32 articles
Introducing WorkflowVideo showing an overview of how Workflow works and ideas on how you can set up
Workflow Plans & PricingFrom 28 Feb 2023 the Workflow Product is now provided free with all plans
Navigating between Portfolio and WorkflowYou can easily switch between the Portfolio and Workflow products.
Getting an overview of your workThe ‘Overview’ page provides a summary of recent activity and quick links to the things that you do most often.
Managing ContactsContacts hold the email addresses and phone numbers of clients, potential clients, or other people that are related to your work in some way
Working on ClientsClients are a place to collect all of the pieces of information related to them.
Adding Notes to a ClientNotes are a place to write down important information about a client or upcoming photo shoot.
Managing your Client ListClients are a place to collect all of the pieces of information related to some paid work.
Managing Client LabelsClient Labels are "tags" for Clients which can be used to help organize your work.
Workflow Supported File TypesWe are able to accept a large range of file types to be added to Portfolio, Workflow and Storage areas:
Creating Client GalleriesClient Galleries allow you to share images with your clients easily. Available on all plans.
How to use the Format Publisher Lightroom® plugin with Client GalleriesDetailed guide on the best way to use the Lightroom plugin for publishing to Client Galleries.
How to synchronize favorited images in Lightroom®Display images that have been favorited by your client(s) with a white ‘flag’ in Lightroom.
Client Galleries design optionsAll your Client Galleries will be affected by changes you make to these styles
Adding Captions to Client Gallery images and how they are seenVideo showing how to set Captions to the image thumbnails of your Client Gallery images and how they appear when viewing.
Change image orderThe order images appear for your clients to view is totally flexible.
How to adjust Client Gallery Visibility (and password), Favoriting, Downloading and Notification settingsThese Settings are specific for every Client Gallery. Options include page visibility, favoriting, downloading and email notifications.
Deleting Client GalleriesThere are many ways to delete Client Galleries when you no longer need them.
Watermark EditorCreate a Watermark for your Client Gallery images to discourage unauthorized copying and sharing.
Client Gallery Login ScreenDisplay a favorite Cover Image for your clients to see first when accessing their client gallery
Sharing a Client GalleryEasily share a Client Gallery with your clients with a pre-formatted email template
Downloading images from a Client Gallery on a mobile deviceHow to download images from a Client Gallery directly to your phone or tablet
Checking your Client Gallery ActivityCovering the Activity area.
Client Galleries Activity download CSV fileDownload a CSV (Comma Separated Value) file showing which images have been favorited or downloaded and by whom.
Creating a File TransferFile transfers are a way of delivering final images and PDF’s to a client without needing to use another service provider.
Adding and Removing Images and PDF files to a File TransferIndividual images and PDF’s with file sizes of up to 100MB each can be added to a file transfer.
Sharing a File TransferOnce all of the images are ready, they can be shared with clients.
Downloading a File Transfer on a mobile deviceHow to download a transfer with multiple files directly onto your phone or tablet