I have a client that I set up a shoot for a boudoir session but I'm also doing her wedding. How do I set it up where when she logs in she sees everything in the same place? I set up 2 diff shoots and it's giving her 2 diff client portals which isn't what I want?
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19 comments
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This is a great question :) I wad also wondering the same thing. I work in nightclub photography and would be great to book an ongoing weekly event. Or maybe re- book the same event for next week and then produce a new invoice. Help on this would be great :) -
Portrait photographer here. We have a solid client base that book us annually to do Christmas photos. So this year I'll book many of the same clients that I booked last year. It would be nice to have a "Duplicate" option that would duplicate the all of the clients info into a blank shoot so that I could just add the new shoot date, location, and remarks. Without having to create an entirely new lead. It would be versatile enough to cover all of our needs.
Thanks,
Matt -
Me too Portrait clients rebook. Do I have to make a new client each time? How do I make a second booking?
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I too wonder about this. Being able to keep a client all on one place. Especially when the client books a seconds Job while the first is in progress.
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Anyone found a workaround on this? I have newborn/maternity, first year packages, and commercial clients who book a series of shoots. They really need to be in the one area.
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I as well would like some ideas on this. I have the newborn/watch me grow plans as well as in-person ordering appointments I set up.
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Currently, the way it is set up, we are able to re-book the same client, by starting a new lead, and connecting it to the relationship already stored in your ShootQ relationships. (A pop up window will appear with the match to connect).
So now, after you have created a new lead and have them connected together, you can go about sending a new proposal and having them sign the new contract. No they will not have the same password as the old is linked to the previous contract and billing information.
Think of it this way, a new password for each new contract. Otherwise, you have the ease of re-opening the client, and adding an Addendum to the contract for each new booking, but this will make you re-enter the original paid billing info to make the account balance. (Downside, the total price will always grows, even though they might only book a $100 session, they might see a $5,000 bill, with $,900 collected if you did their wedding too.
So, a new password for each new contract is the way to go, with what we have to work with as of now.
Just keep adding them as lead and re-connecting the relationship for each new booking.
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I had a very similar problem. Many of our wedding packages include an engagement session. I would like to have 2 different Pictage viewing sites but only one lead/contract/client portal/bill in shootq. Any thoughts?
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Meghan,
What I would do in this case is create, since it is a 2 part shoot, one job, a contract that covers both with your package price for all. Other wise you need 2 separate contracts and login passwords, one for each contract, a pain in the but for the client, when its all one package.
As far as the Pictage side goes, you can create as many events as you want to, in Pictage, Add Event, and create it as needed. BUT, and this is a big but... You will see a lower sales from having several event galleries. If you crate folder, maybe using Keywords in Lightroom, or by uploading folders of image collections, you will allow the client to view all the images after the wedding is shot, from all the session you have had together. This will allow for the purchase of images from past sessions and increase your sales potential. Make sense?
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I just booked a client that required me to cover two weddings. One is a very small ceremony this year, and then a larger ceremony with a large reception next year. I created two events, wedding1 and wedding2. This will create two password and two client portals. The client is confused with the two passwords that were sent. Is there a cleaner way to handle this situation? Can the events be merged into one client portal?
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Manuel,
You might find it easier to write the sale as one package that includes the 2 events all in one. This way there is only the one portal for thr client. We cannot have multiple shoots under one portal as it os generated per contract signed for that one particular job, a pain a lot of us have seen. Either combine it all as one package, or explain that each is separate for billing and contract reasons. -
David,
I created two separate proposals originally because I was not sure she was ready to book both dates at the same time. With a little incentive added, she went ahead and booked both days. I want to go ahead and sign both contracts to complete the bookings, so at this point I don't think I can combine the two into one package. Does that mean we are stuck with two portals? Also, how would emails work? Whenever I BCC Shoot Q Shoots, will Shoot Q know which event the email belongs to? Or, will I always have to find the specific shoot Q address for the shoot.
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You would have to cancell one and revise your proposal, adding a contract amendment for the second event to get it to be one portal. Otherwise your stuck with 2 portal logins, 2 contracts and 2 billing cycles.
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This is a real drawback for portrait photographers also, who might do a pregnancy/newborn, or a series of 'first year' shots. We get around it by adding in an extra event on the calendar under the shoot, but it's useless when you can't then add workflow items to those events. The entire workflow is based on the first event that was added.
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It is a pain in the butt, you are able to create products as add on services, and then create a workflow for them as product workflows so you can add them on to the job after its been signed. It's a solution, not a good one I know...
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David,Thanks for explaining all the possible workarounds. They will have to do, but they are far from ideal. For wedding photographers my case is unusual -- two separate weddings with the one client. But, this issue comes up all the time with portrait clients, or any time you have repeat clients in general. I wish the Shoot Q development team would work on a better solution. Ideally, I would have one client portal where you can add individual events, with their own separate workflows, agreements, and billing. As for my case, I'm going to see how it goes with two portals. I already started that way, and I don't want to cause more client confusion by deleting the second wedding, and adding it as an addendum to the first wedding. I also avoid the workflow workaround needed if both weddings are in the same portal.
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This really stinks for commercial work. I have a large international company as a client that I do 1-3 shoots per month for. the multiple order thing is no good due to its limitations and having multiple passwords is a nightmare for the client who in all honesty should only have one log in. I get that you may not want the client to see a total amount spent, but that seems like the exception not the norm. I have no issue with my clients knowing a total. For corporate work they have plenty of ways to pull this info up anyways. Its not like they didnt get something in return for the $$ and the flip side is that they can look at past jobs (headshots of exec were last done in 2009 its time for some new ones) and that can stimulate more jobs
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Also there could be a modification that the multiple jobs can have a visible or non-visable check box. Completed jobs can go right to the non-visable but still appear on the shootQ side in the clients shoot file. This way we can manage the the jobs properly and still control the visibility to the client
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I have brought it up several times, ShootQ is not something for busy studios or studios with teams of staff.I have to be honest here and say that if ShootQ/ Pictage staff had not offered me a full year for free of both for the horrible mistake that completed ruined a month for me, I would not be using at all. At this point I only use it for the small stuff.
Sure they keep adding new things, slowly, but let's be fair here and recognize that a good development staff could have rebuilt an entire crm system to function the way we, the photographers have been asking for years to have it function.
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