7 min read
Manage customers
Keep every client, event, invoice, payment, and interaction connected in one place.
What you’ll achieve
A clean client record that gives your studio the full relationship history at a glance.
01
Add and maintain a customer
Create one customer record per client relationship and keep their contact information current.
- 1
Open Customers
Choose Customers from the dashboard navigation.
- 2
Add the client
Enter their name, email, phone number, and any helpful notes.
- 3
Review the profile
Open the customer to see linked events, invoices, payments, and current balances.
- 4
Update details when they change
Edit the customer record instead of creating a duplicate.
- Use the email address the client will use for gallery and questionnaire access.
- Add context to notes that will help any team member serve the client well.
02
Read the relationship history
The customer profile brings commercial and production context together without spreadsheets.
Workflow at a glance
- 1
Check the overview
See total invoiced, collected, outstanding, and overdue amounts.
- 2
Review events
Open any linked event to continue the shoot, gallery, or billing workflow.
- 3
Review invoices and payments
Use the separate tabs to understand what was billed and what was collected.
- 4
Take the next action
Create a new invoice or open the relevant event directly from the profile.
03
Give clients the right access
Client access stays tied to the correct event so people only see work intended for them.
- 1
Assign the client to an event
Open the event and confirm the intended customer is connected.
- 2
Choose the experience
Share the selection gallery, album-view link, final album, form, contract, or invoice needed at that stage.
- 3
Preview before sharing
Open the client-facing link yourself and verify the content and permissions.