Client management is a big challenge in any small business — everything from keeping track of enquiries, client details and your calendar to managing projects, bookings, contracts, invoicing, image galleries and marketing tools.

Rather than multiple systems that don't talk to each other, Workspace brings everything together in one connected platform.

Here's a quick overview of how the Client Management workflow works inside Workspace.

Step 1: Capture New Leads with Custom Forms

Everything begins with a lead.

When someone responds to a contact form, enquiry form, booking request or questionnaire that you’ve set up in Workspace, a Lead record is automatically created for you.

Instead of enquiries disappearing into your inbox for you to action when you have time, they become part of your business workflow from day one.

You can track where they came from, add notes, follow up, update their status and keep all communications connected to that person in one place.

When they're ready, you can easily convert leads into Clients.

Step 2: Manage Contacts & Clients

Every person who enters your Workspace — whether through a form, booking, gallery or manual entry — lives inside your Contacts database.

Think of this as your master address book.

Leads, current clients, past clients, vendors and future opportunities can all be managed from one place.

As relationships develop, contacts move through different stages of your workflow without needing to be recreated or imported into another system. 

Step 3: Create a Project

Projects are where the work happens.

Every booking, shoot or job can have a Project.

Projects bring together everything related to that client:

• Tasks and workflows
• Project briefs
• Notes and communication
• Shared links and assets (such as what-to-wear guides and mood boards)
• Galleries
• Albums
• Contracts
• Invoices

Instead of information being scattered across multiple platforms, everything stays connected.

Projects also include a client portal, giving clients one place to access everything throughout their journey with you.

Step 4: Send Quotes & Invoices

Once a client is ready to move forward, you can create beautifully designed quotes and invoices directly from Workspace.

No exporting.

No copying information between systems.

Everything remains connected to both the client and the project.

You can track payment status, due dates and client activity from one place.

If you use our online booking tools, invoices can even be generated automatically at the time of booking.

Step 5: Contracts & Questionnaires

Need a contract signed?

Need to gather information before a shoot?

Workspace includes both Contracts and Questionnaire Forms, allowing you to collect information and approvals without relying on third-party systems.

Everything is automatically linked back to the client and project.

Step 6: Take Online Bookings

For photographers offering mini sessions, headshots, family sessions or other bookable services, Workspace includes online booking tools.

Clients can choose a service, select a time and submit their information through a professional booking experience that feeds directly into your workflow.

No manual data entry required. 

Step 7: Continue the Relationship

Client management doesn't stop when the gallery is delivered.

Workspace includes Gallery Sales Workflows that help automate follow-up communication, sales campaigns and client nurturing.

Whether it's an early bird promotion, gallery reminder, anniversary campaign or seasonal offer, you can continue building relationships long after the original shoot is complete.

Bringing It All Together

Every photography business works a little differently, and there's no single "right" way to manage your workflow.

The goal of Workspace isn't to force photographers into a particular process. It's to provide a flexible foundation where every part of the client journey can stay connected.

From the first enquiry through to gallery delivery, album orders and future bookings, your information remains organised, accessible and linked together.

The result is less time spent managing software, less duplicate data entry, fewer things slipping through the cracks and more time spent doing the work you actually enjoy.

One platform.

One connected client experience.