The Overview page provides a summary of recent activity and quick links to the tools you use most often
Viewing Your Clients
The Active Clients panel shows a list of your clients and the date that they were created.
Reviewing Recent Client Activity
The Activity panel shows recent events in client galleries:
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When a client gallery is shared
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When a file transfer is shared
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When an image has been downloaded from a client gallery
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When an image has been favorited in a client gallery
Quickly Creating a Client, Client Gallery, File Transfer, or Contact
The top of the Overview page has buttons to quickly create clients, client galleries, file transfers, and contacts.
Creating a Client
To create a new client, click Create Client.
A dialogue panel will be displayed. Enter a name for the client.
Click Add Client or Cancel to exit.
Once a client has been created, the client details page will be displayed.
Client Labels
You can set colored labels for each Client to help you organize your work, and you can customize the wording of your labels. They can be used to:
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Manage a sales pipeline ("prospect", "qualified", "proposal", "signed")
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Show project status ("contract signed", "shoot scheduled", "proofs sent", "invoice sent")
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Group projects ("active", "on hold", "completed")
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Reminders ("send contract", "waiting for response", "send finals" etc)
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Fully customize to suit your own requirements
Adding Notes about a Client
You can keep private notes about each client with Client Notes. They can be used to:
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Write down important notes and reminders
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Track important to-dos and cross them off as they are completed
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Jot down important dates and details about your shoot
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Link important documents, including contracts and invoices
To add notes to a client, follow the steps under Adding Notes to a Client.
Creating a Client Gallery
To create a new Client Gallery, click New Client Gallery.
A dialogue panel will be displayed. Enter a name for the client gallery.
Click Add Client Gallery or Cancel to exit.
Once a Client Gallery has been created, the Client Galleries page will be displayed.
Creating a File Transfer
To create a new project, click New File Transfer.
A dialogue panel will be displayed. Enter a name for the file transfer. If the file transfer belongs to a client, start entering the name of the client. A list of matching clients will be displayed. Select a client from the list. If there are no matching clients, no list will be shown.
Click Done or Cancel to exit.
Once a file transfer has been created, the file transfer details page will be displayed.
Creating a Contact
To create a new contact, click New Contact.
A dialogue panel will be displayed. Enter a first name and email address. Optionally enter a last name, phone number, job title, and company.
Click Save Changes or Cancel to exit.
Once a contact has been created, the contact list page will be displayed.
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