Bring all your clients’ documents, sessions, payments, and notes together with Projects.
With Studio Manager, you can effortlessly build projects for each client to manage all of their documents, sessions, payments, and notes in one place. The projects board allows you to see all of your projects at a glance and move them towards completion to help keep your workflow organized.
To learn more about Projects, check out our blog post and video tutorial.
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How do Projects work?
Whenever you begin work for a client, create a project to group the documents, sessions, payments, and notes that you need to keep track of. This new project will appear in your customizable project board, where you can create and manage documents and session details in one place.
Add pre-existing documents and sessions to Projects
You can set up a newly created project with documents and sessions that are already in-flight. While viewing the document or session from your Dashboard, click Actions > Assign to Project. Then, select your active project from the dropdown menu that appears.
Organizing your Projects
Studio Manager is set up with popular workflow stages and project types to help you get started right away. As you proceed through your tasks, drag and drop the project from stage to stage on your board. No matter how many active projects you have, your project board makes it easy to track everything you’re working on.
Want to customize your project board to further reflect your workflow? Add, remove, or reorganize stages directly on the board. For more customization options, click on Project Settings in the top corner.
Get started at Studio Manager Dashboard > Projects to manage every aspect of your photography workflow in one place.