Studio Manager’s Booking & Scheduling will transform your client onboarding process, with an elegant booking site with automated workflows that allow you to collect intake information and payment as soon as clients book.

Not sure how to get started? This article will guide you through our recommended steps.

 

On this page:

• Create your first Session Type
• Set up your payment and intake form options
• Set up your Booking Site
• Share your services with your clients
• Stay on top of your scheduled sessions

Create your first Session Type

Set up your services in your Session Types page (Bookings > Session Types). With each session type, get booked on your own terms by determining your availability, cancellation and rescheduling policies, buffer times, and more. In turn, ensure you get the information you need from your client by setting up required session intake form questions.

Learn more about creating your first session type

 

Set up your payment and intake form options

Get paid on time without all the back and forth. By connecting to Stripe or PayPal in Studio Manager’s Payment Settings, you can begin to collect partial or full session fees from your clients as a required booking step. This way, if a client wants to reserve their session, they need to pay for it upfront, providing you with more security.

With any upgraded Studio Manager Plan or Suite Plan, you can also add a questionnaire and contract to your booking flow. This is a great way to streamline your workflow and ensure that you have all the necessary information and required agreements collected immediately upon booking.

Learn more about setting up payment methods

Learn more about adding intake forms

 

Set up your Booking Site

Your booking site is a public website where your clients can view the services that you offer. Based on the options you present on this page, clients can easily book and pay for a specific session, submit inquiries, and request availability from any device.

Learn more about customizing your booking site

 

Share your services with your clients

Securing a booking has never been easier for you and your client. We recommend adding links to your available services on your photography website, social media accounts, and your Google Business profile.

Learn more about sharing your services with clients

 

Stay on top of your scheduled sessions

We make it easy for you to stay organized even as client bookings come pouring in. You can view and manage all your sessions from your Sessions page (Bookings > Sessions) or your calendar (Bookings > Calendar), which you can sync with your Google Calendar.

Learn more about syncing your sessions to your calendar

 

Need more help?

For more information on the ways that Booking & Scheduling can streamline your booking workflow, see our full list of comprehensive help articles here.

Can’t find what you are looking for? Send us a message from the chat bubble in your Studio Manager Dashboard!