How to Build a Photography Workflow
Setting up a workflow board with stages that reflect your actual shoot process, from a template or from scratch.
- Choose a starting template matching your niche, or a blank flow if none fit.
- Rename or remove stages so the pipeline matches how your studio actually works.
- Group stages into phases — booked, in progress, complete.
- Convert leads into projects on this workflow as they book.
Contract and payment stages tick themselves off automatically once those events happen, so the board mostly maintains itself once it's set up correctly.
Frequently asked questions
Can different shoot types use different workflows?
Yes — a separate workflow can be built per service type, each with its own stages.
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