Workflow

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

Steve Johnstone avatar
14 articles in this collection
Written by Steve Johnstone

Navigating Between Portfolio and Workflow

If you have both Portfolio and Workflow, you can easily switch between the two products.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

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

Use the Overview area to manage all aspects of Workflow.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Connecting a Google Account

Connecting a Google account will allow you to see upcoming appointments from your Google Calendar.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Old Client Galleries

Old ‘Client Galleries’ (formerly called ‘Proofing’) can be found under ‘Client Galleries’ under the ‘Workflow’ heading in the left sidebar.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Managing Your Project List

Projects are a place to collect all of the pieces of information related to some paid work.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Working on Projects

Projects are a place to collect all of the pieces of information related to some paid work.
Steve Johnstone avatar
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
Steve Johnstone avatar
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.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Adding and Removing Images to a File Transfer

Steve Johnstone avatar
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.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Managing File Transfers

Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Getting an Overview of Your Work

The ‘Overview’ page provides a summary of recent activity, upcoming appointments, and quick links to the things that you do most often.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Connecting Your Google Account

Connect a Google account to have your Google Calendar events show up in Workflow.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago

Disconnecting Your Google Account

If you no longer want Workflow to have access to your Google account, it can be disconnected.
Steve Johnstone avatar
Written by Steve Johnstone
Updated over a week ago