PHOTOGRAPHY CRM / GUIDE

Photography CRM privacy and client data checklist

Photography CRM privacy and client data checklist

Photography CRM privacy and client data checklist

Your photography CRM holds client contact details, booking information and shared documents. Use this checklist to review how a provider handles that information and which records your studio needs before selecting the service.

PIXSOFFICE / CONNECTED STUDIO WORKFLOW

Photography CRM privacy and client data checklist — relevant Pixsoffice workflow.

Questions to ask a photography CRM provider

Questions to ask a photography CRM provider

Questions to ask a photography CRM provider

01

Where is client data handled?

Where is client data handled?

Ask for the hosting locations, service providers and transfer arrangements relevant to your account. Request the current privacy terms and data processing agreement where applicable.

02

Who can access the records?

Who can access the records?

Review staff roles, account access and client-sharing settings. Test a typical client document or gallery link using the permissions you intend to use.

03

How do records leave the service?

How do records leave the service?

Confirm the available export formats, deletion process and retention arrangements. Ask what happens to active data and backups when a studio leaves.

What does Pixsoffice publish about security?

What does Pixsoffice publish about security?

What does Pixsoffice publish about security?

The Pixsoffice Trust Center describes its security and privacy controls. Use it as the starting point for questions, and request the documentation and account-specific hosting details your studio needs for its review.

What should UK and EU photographers confirm?

What should UK and EU photographers confirm?

What should UK and EU photographers confirm?

Ask for the current data processing terms, applicable transfer arrangements and process for client data requests. Review these with the person responsible for your studio’s privacy obligations before relying on a compliance label.