How to Onboard a New Client With a Single Portal Link
How to use a single client portal link to onboard a new photography client, covering the contract, questionnaire and booking in one place.
Onboarding a new client with a single portal link means everything they need to get started, the contract to sign, the questionnaire to fill in, and the booking details to confirm, sits in one place from their very first interaction with your studio.
What a good first link includes
- The contract, ready to sign.
- A questionnaire, if relevant to the shoot type.
- Booking confirmation and any next steps.
Why this beats a multi-email onboarding sequence
A new client juggling three or four separate emails in their first week with you is more likely to miss a step. One link with everything visible at once is harder to get partway through by accident.
What happens after onboarding
The same link keeps working as the relationship continues: the gallery, invoice and any future bookings simply appear in the same place the client already knows to check.
Onboard every new client with one clean linkFrequently asked questions
What should a new client see first in their portal?
The contract and, if relevant, a questionnaire, along with confirmation of their booking, so everything needed to get started is visible at once.
Does the onboarding link change once the shoot is done?
No, it stays the same link, which then also holds the gallery, invoice and any future bookings as the relationship continues.
Is a single onboarding link better than a welcome email sequence?
Generally yes, since a client juggling several separate emails is more likely to miss a step than one with everything visible in one place.
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