Format

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

Introducing Workflow

From 28 Feb 2023 the Workflow Product is now provided free with all plans

Workflow Plans & Pricing

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

Navigating Between Portfolio and Workflow

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

Getting an overview of your work

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

Workflow

View messages sent to you through the Contact Form or Popup templates and easily add and manage your Mailing List and Contacts List

Workflow Inbox for managing your Messages, Mailing List and Contact List

Inbox

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

Managing Contacts

Clients are a place to collect all of the pieces of information related to them.

Working on Clients

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

Adding Notes to a Client

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

Managing your Client List

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

Managing Client Labels

Clients

We are now able to accept a larger range of file types to be added to Portfolio, Workflow and Storage areas:

Workflow Supported File Types

Client Galleries allow you to share images with your clients easily. Available on all plans.

Creating Client Galleries

Detailed guide on the best way to use the Lightroom plugin for publishing to Client Galleries.

How to use the Format Publisher Lightroom® plugin with Client Galleries

Display images that have been favorited by your client(s) with a white ‘flag’ in Lightroom.

How to synchronize favorited images in Lightroom®

All your Client Galleries will be affected by changes you make to these styles

Client Galleries design options

Video showing how to set Captions to the image thumbnails of your Client Gallery images and how they appear when viewing.

Adding Captions to Client Gallery images and how they are seen

The order images appear for your clients to view is totally flexible.

Change image order

These Settings are specific for every Client Gallery. Options include page visibility, favoriting, downloading and email notifications.

How to adjust Client Gallery Visibility (and password), Favoriting, Downloading and Notification settings

There are many ways to delete Client Galleries when you no longer need them.

Deleting Client Galleries

Create a Watermark for your Client Gallery images to discourage unauthorized distribution.

Watermark Editor

Display a favorite Cover Image for your clients to see first when accessing their client gallery

Client Gallery Login Screen

Easily share a Client Gallery with your clients with a pre-formatted email template

Sharing a Client Gallery

How to download images from a Client Gallery directly to your phone or tablet

Downloading images from a Client Gallery on a mobile device

Checking your Client Gallery Activity

Download a CSV (Comma Separated Value) file showing which images have been favorited or downloaded and by whom.

Client Galleries Activity download CSV file

Client Galleries

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

Creating a File Transfer

Images of up to 100MB each can be uploaded.

Adding and Removing Images to a File Transfer

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

Sharing a File Transfer

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

Downloading a File Transfer on a mobile device

File Transfers

Contracts is a new feature that allows photographers to write and deliver contracts to their clients