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Workflow

Workflow

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

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18 articles in this collection
Written by Steve Johnstone

Contracts – Important Tips

All the important details in one place for quickly viewing.
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Written by Steve Johnstone
Updated this week

Introducing Workflow

Video showing an overview of how Workflow works and ideas on how you can set up
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Steve Johnstone
Updated over a week ago

Creating a Contract

Contracts is a new feature that allows photographers to write and deliver contracts to their clients
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Written by Steve Johnstone
Updated this week

Writing a Contract

How to add your Contract body copy and to style using the text editor tools
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Written by Steve Johnstone
Updated this week

Creating a Client Gallery from Workflow

With Workflow, there are a few options for creating a Gallery Page
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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.
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Written by Steve Johnstone
Updated this week

Adding and Removing Images to a File Transfer

Images of up to 100MB each in JPG format can be uploaded.
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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.
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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
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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
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Written by Steve Johnstone
Updated over a week ago