Workflow

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

34 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

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

Inbox

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

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

Written by Steve Johnstone
Updated over a week ago

Clients

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

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

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

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

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

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

Client Galleries

Workflow Supported File Types

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

Written by Steve Johnstone
Updated over a week ago

Client Galleries have moved to Workflow

We have moved the location of Client Galleries from Portfolio to Workflow! This guide will walk you through the changes.

Written by Steve Johnstone
Updated over a week ago

Creating Client Galleries

Client Galleries allow you to share images with your clients easily. Available on Workflow or Professional Bundle plans

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

Client Galleries design options

All your client galleries will be affected by changes you make to these styles

Written by Steve Johnstone
Updated over a week ago

Adding captions to client gallery images and how they are seen

Video showing how to set captions to the image thumbnails of your client galleries images and how they appear when viewing.

Written by Steve Johnstone
Updated over a week ago

Change image order

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

Written by Steve Johnstone
Updated over a week ago

Adjust Passwords, Downloading and Favoriting options

Video showing how to change individual Project Settings including passwords, downloading of images and favoriting

Written by Steve Johnstone
Updated over a week ago

Deleting Client Galleries

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

Written by Steve Johnstone
Updated over a week ago

Watermark Editor

Create a watermark for your client gallery images to discourage unauthorized distribution.

Written by Steve Johnstone
Updated over a week ago

Client Gallery Login Screen

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

Written by Steve Johnstone
Updated over a week ago

Sharing a Client Gallery

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

Written by Steve Johnstone
Updated over a week ago

Downloading images from a Client Gallery on a mobile device

How to download images from a client gallery straight onto your phone or tablet

Written by Steve Johnstone
Updated over a week ago

Client Galleries Email Notification Settings

Video showing how to configure notifications for emailing you of any activity within a client gallery

Written by Steve Johnstone
Updated over a week ago

Checking your Client Gallery Activity

Video showing how to check what images your clients have favorited or downloaded

Written by Steve Johnstone
Updated over a week ago

Client Galleries Activity download CSV file

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

Written by Steve Johnstone
Updated over a week ago

File Transfers

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 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

Documents and Contracts

Creating a Contract

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

Written by Steve Johnstone
Updated over a week ago

Writing a Contract

How to add your Contract body copy and to style using the text editor tools

Written by Steve Johnstone
Updated over a week ago

Contracts – Important Tips

All the important details in one place for quickly viewing.

Written by Steve Johnstone
Updated over a week ago