• How to schedule the sending of an invoice?

  Workflows allow you to automatically send your invoices to your clients. The invoice will be generated for you and sent to your client, on the date of your choice. This is very convenient for example to send the balance invoice on the day of the shoot. Or, to bill a service in several installments, with for example an invoice 2 months before the shoot, another 1 month before, etc. In your workflow, click on the Add Automatic email button. In the "Action" field, choose the sending of theWenig Leser

• How to apply a workflow to a shooting?

  Applying a workflow to a shooting means that all the scheduled tasks and emails from the workflow will be copied into this shoot, and the relative dates (D-1, etc.) will be replaced by actual dates (the creation date of this shoot, the confirmation date of this shoot, and the date of this shoot). There are 3 ways to apply a workflow to a shoot: 1. Choose a default workflow for a type of shoot You can set a default workflow by type of shoot. This way, every time you create a shoot of thWenig Leser

• What is a workflow?

  A workflow is a list of steps or tasks that you will have to carry out throughout your relationship with a client. From the first contact to the delivery of the final photos. In Fotostudio, a workflow allows you to schedule automatic email sendings and add tasks to your calendar. Once you have created your workflows, you can automatically apply them to all your shoots. For example, you could schedule automatic emails of this type: Automatic sending of a reminder email the dayWenig Leser

• How to apply a change in a workflow to all associated shoots?

  A workflow is independent of the shoots. When you apply it to a shoot, all tasks are copied into this shoot. So if you modify a workflow, the changes will not be automatically reflected in your existing shoots that use this workflow. Apply your changes To apply your changes, you need to go to Settings Modules Workflows and then click on the View shoots that use this workflow button (camera icon 📷) on the line of the workflow you wWenig Leser

• How to create and set up a workflow?

  To create a workflow, go to Settings Modules Workflows. We offer two example workflows that you can duplicate or modify so you don't start from scratch. Otherwise, click on the New workflow button. Start by giving your workflow a relevant name, so you can easily find it later. For example, "Wedding", "Studio", "Newborn", "Christmas Mini Session", "Viewing Session", etc. The workflow editing screen is divided into 3 categories / columns,Wenig Leser

• How to schedule the sending of a questionnaire?

  In your workflow, click on the Add Automatic email button. In the "Action" field, choose the sending of the questionnaire of your choice. Send a questionnaire via an automatic email The Fotostudio questionnaire sending email template appears, you can customize it and it will be saved for this workflow.Wenig Leser

• How to cancel a workflow?

  Once a workflow is applied to a shoot, you have 3 ways to cancel it: If your shoot is suspended or postponed, you can simply modify your shoot and delete the date (via the Edit button at the bottom of the left column of the shoot file). When you set a new date later, your workflow will be rescheduled. If your shoot is canceled, you can assign it the status "Canceled". This action will also trigger the deletion of all tasks associated with this shoot. In the "Tasks" tab ofWenig Leser

• Why does my workflow not appear in my shoot?

  Tasks in the 2nd and 3rd columns of your workflow only display when the status of the shoot is changed to "Confirmed" and a date is set. Reminder: A shoot is automatically confirmed as soon as a client signs a contract, or when you manually change the status of the shoot to "Confirmed".Wenig Leser