Workflow

Workflow can help manage your photography business by organizing information and making tedious, repetitive tasks easy.

15 articles in this collection
Written by Steve Johnstone

Introducing Workflow

Video showing an overview of how Workflow works and ideas on how you can set up

Written by Steve Johnstone
Updated over a week ago

Workflow Plans & Pricing

This guide will explain the pricing options and outline what's included with Format Workflow subscriptions.

Written by Steve Johnstone
Updated over a week ago

Navigating Between Portfolio and Workflow

If you have both Portfolio and Workflow, you can easily switch between the two products.

Written by Steve Johnstone
Updated over a week ago

Creating Your First Client, Contact, Client Gallery, or File Transfer

Use the Overview area to manage all aspects of Workflow.

Written by Steve Johnstone
Updated over a week ago

Getting an Overview of Your Work

The ‘Overview’ page provides a summary of recent activity and quick links to the things that you do most often.

Written by Steve Johnstone
Updated over a week ago

Working on Clients

Clients are a place to collect all of the pieces of information related to some paid work.

Written by Steve Johnstone
Updated over a week ago

Managing Client Labels

Client Labels are "tags" for Clients which can be used to help organize your work.

Written by Steve Johnstone
Updated over a week ago

Managing Your Client List

Clients are a place to collect all of the pieces of information related to some paid work.

Written by Steve Johnstone
Updated over a week ago

Adding Notes to a Client

Notes are a place to write down important information about a client or upcoming photo shoot.

Written by Steve Johnstone
Updated over a week ago

Creating a Client Gallery from Workflow

With Workflow, there are a few options for creating a Gallery Page

Written by Steve Johnstone
Updated over a week ago

Creating a File Transfer

File transfers are a new way of delivering final images to a client.

Written by Steve Johnstone
Updated over a week ago

Adding and Removing Images to a File Transfer

Images of up to 100MB each in JPG format can be uploaded.

Written by Steve Johnstone
Updated over a week ago

Sharing a File Transfer

Once all of the images are ready, they can be shared with clients.

Written by Steve Johnstone
Updated over a week ago

Downloading a File Transfer on a mobile device

How to download a transfer with multiple files in it straight onto your phone or tablet

Written by Steve Johnstone
Updated over a week ago

Managing Contacts

Contacts hold the email addresses and phone numbers of clients, potential clients, or other people that are related to your work in some way

Written by Steve Johnstone
Updated over a week ago