📸 How to Set Up a Photoshoot from Start to Finish
This guide walks you through setting up a shoot using our built-in tools — including digital questionnaires, contracts, invoicing, and client-sharing links — to help you save time and stay beautifully organized.
Step 1: Create Your Photoshoot
Start by creating a new photoshoot. Once saved, you’ll unlock access to all workflow tabs — Questionnaire, Contract, and Invoice — via the top slider navigation.
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 get an email with a PDF attachment. Answers are also saved in the Questionnaire tab of the shoot.
How can I edit the questionnaire templates?
Go to My Business > Templates 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?
Open a photoshoot > Navigate to the Contract tab.
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 for individual shoots or save new templates under My Business > Templates.
How does my client sign the contract?
Send them a unique client link. Once signed, you’ll get a PDF via email and it will be stored in the app.
Need two signatures?
Just add a second contact in the Photoshoot Details Page.
Can I print the contract?
Yes — download the signed PDF anytime.
Step 4: Invoice Your Client
Create professional invoices your clients can pay online via Stripe. You can still list other payment methods like PayPal, Venmo, or bank transfer for manual processing.
FAQs
How do I set up payment methods?
Go to My Business > Invoicing > Add Payment Method.
Can I accept card payments?
Yes, you can accept credit card payments by setting up a Stripe Connect account through either the app or the web platform.
Are there extra fees?
No platform fees — only standard Stripe or PayPal fees apply.
Can I request a fixed retainer?
Yes — toggle between percentage and dollar amount on the invoice screen.
Want to adjust invoice terms?
To update your billing preferences, navigate to ‘My Biz’ > Invoicing. From there, you can adjust settings such as your currency, local tax rate, retainer amount, and preferred payment methods.
Can I offer payment plans?
We currently support retainer + final balance. More flexible options are coming soon.
Can I add products or services?
Yes — just add them directly on 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 choose which items to include.
Can I send the link from my email?
Yes! Just ensure your Apple Mail or Gmail is set up. Using a different email app? Tap More to select your preferred method.
Customize Your Workflow
Go to My Business > Templates to create and save:
Different contract types (e.g., weddings, branding sessions)
Custom questionnaire forms
Pre-set invoice terms for quick reuse
One Link. All the Details.
Once generated, your client link remains active — no need to resend. Clients can:
✅ Fill out their questionnaire
✅ Sign your contract
✅ Pay the invoice
You'll receive notifications every step of the way.