PHOTOGRAPHY CRM / GUIDE
A photography client portal gives a client a place to find shared information and act on a booking. Plan the experience around the task they need to complete, from reviewing a quote to choosing photographs.
01
Make the quotation, agreement, payment instructions and requested information easy to find. State which document needs a response and when.
02
Share the appropriate gallery for viewing or photo selection. Explain selection limits, feedback steps and how the client confirms completion.
03
Provide the relevant album proof or finished gallery. Explain what is ready, what needs approval and whom the client should contact.
PIXSOFFICE / CONNECTED STUDIO WORKFLOW
Pixsoffice provides quotation sharing, digital contracts, invoice documents and client galleries for selection and proofing. Check the access method for each shared link during your demo, including what clients can view and which action is available.
Open the link as a client on a phone. Check the correct project, document or gallery appears and the next step is clear. Review access settings and confirm how a client returns to an earlier shared item.
