Follow these steps to seamlessly plan, book, and manage your photoshoots inside the app.
Step 1: Create Your Photoshoot
Start by creating a new photoshoot.
Go to your My Biz home screen.
Tap + Plan a Session in the bottom right corner.
Add your photoshoot details.
Tap Save.
You’re now ready to start sending documents and managing your client workflow.
Step 2: Send a Questionnaire
Use our customizable digital questionnaires to gather essential client details upfront — from preferred styles to location ideas.
FAQs
How do I receive questionnaire answers?
You’ll receive an email with a PDF attachment once it’s completed. Answers are also saved in the Questionnaire tab within the photoshoot.
How can I edit questionnaire templates?
From your home screen, scroll to Templates > Questionnaire to create or modify forms.
Will I be notified when it’s completed?
Yes! You’ll receive both an email and a push notification.
Step 3: Add a Contract
Protect your work using our lawyer-crafted contract templates or upload your own. Contracts can cover copyright, social media usage, model releases, and more.
FAQs
Where do I find the contract feature?
On the My Biz home screen, scroll to Templates > Contract.
Is the provided contract legally valid?
Yes — it’s been vetted by a professional attorney.
Can I edit or replace the contract?
Absolutely. You can edit contracts for individual shoots or create new templates under Templates on your home screen.
How does my client sign the contract?
Send them their unique client link. Once signed, you’ll receive a PDF via email, and it will also be stored inside the app.
Need two signatures?
Add a second contact on the Photoshoot Details page.
Can I print the contract?
Yes — you can download the signed PDF at any time.
Step 4: Invoice Your Client
Create professional invoices your clients can pay online via Stripe. You can also list other payment methods like PayPal, Venmo, or bank transfer for manual processing.
FAQs
How do I set up payment methods?
Go to your My Biz home screen, scroll to Invoicing > Billing Settings > Add Payment Method.
Can I accept card payments?
Yes. Set up a Stripe Connect account through the app or web platform to accept credit card payments.
Are there extra fees?
There are no platform fees — only standard Stripe or PayPal processing fees apply.
Can I request a fixed retainer?
Yes. On the invoice screen, toggle between percentage or fixed dollar amount.
Want to adjust invoice terms?
From your home screen, scroll to Tools > Invoicing. Here you can adjust your currency, tax rate, retainer amount, and preferred payment methods.
Can I offer payment plans?
We currently support a retainer + final balance structure. More flexible options are coming soon.
Can I add products or services?
Yes — simply add them directly to the invoice.
Step 5: Share Everything with Your Client
Send your client one streamlined link that includes their questionnaire, contract, and invoice — all in one mobile-friendly place.
FAQs
How do I share the client link?
In the Photoshoot Details screen, scroll to Share With Client and select which items you’d like to include.
Can I send the link from my email?
Yes. Make sure Apple Mail or Gmail is set up on your device. If you use a different email app, tap More to choose your preferred method.
This workflow keeps everything organized in one place — saving you time and creating a seamless client experience.