Studio Manager makes it easy to track all of your contacts and their respective documents, sessions, and galleries in one place. In this article, learn about how contacts work in Studio Manager, and how to add them.
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Contact Types in Studio Manager
There are three types of contacts that you can add to Studio Manager:
- Client: A contact who has booked a session, or has agreed to do business.
- Lead: A contact that is a potential client. This may be someone that expressed interest in your photography services but has not committed to booking you yet.
- Other: A contact that is related to your photography business in some way. This may be a local vendor, an event partner, or a personal acquaintance that you want to keep track of.
Note: If a contact’s type is “Other”, they will be sorted separately from the rest of your contacts. You can locate these contacts under the Other filter in your Contacts page.
Contact Automation
You can always manually manage and tweak a contact’s type at any time, but Studio Manager has the following automation to help you keep your contact list effortlessly up to date:
- If a brand new contact submits a session inquiry for any of your session types, they are automatically created as a lead.
- If a brand new contact books a session, they are automatically created as a client.
- If an existing lead or “other” contact books a session or pays an invoice, they are automatically converted into a client.
If you have Inbox, Studio Manager will also automatically generate “Other” contacts based on relevant activity from other Pixieset products. These contacts are created when:
- A brand new Store customer purchases from one of your collections
- A brand new Client Gallery client downloads from one of your collections
- You send a collection via the email sharing feature with a brand new contact
Note: Inbox is currently in early access. If you do not see Inbox in your Studio Manager Dashboard, keep an eye out for this feature in the future.
Adding a Contact
You can create a new contact whenever you set up a new project, document, or session. You can also always create a new contact directly from the Contacts page.
Tip: If you have multiple clients you’d like to add to Studio Manager in one go, check out our import option.
When manually adding a new contact, simply confirm its contact type and fill in the required fields. You can always change this information afterwards.
Once this is set up, your contact is ready to be assigned to any new projects, documents, or sessions in Studio Manager.