The tools
Everything from first inquiry to final gallery
Move through each tool — the same flow your clients experience, considered at every step.
01 — Capture & book
Never miss a lead
Capture every inquiry, learn what each client wants, and let the follow-up run itself.
New inquiryIntake form
ClientJordan & Sam
EventWedding
DateSept 14, 2026
VenueVineyard Estate
Send inquiry
Book a consultationScheduling
MTWTFSS1234567
10:00 AM
1:30 PM
4:00 PM
Client questionnaireQuestionnaires
What is the feeling of your day?
Romantic and classic
Relaxed and candid
Bold and modern
Submit answers
WorkflowAutomations
1 Inquiry received
2 Send welcome & pricing
3 One week before — prep guide
02 — Book it & get paid
Proposals, contracts & payments
Send a branded proposal, get the contract signed, and collect the deposit — all in one flow.
Wedding Collection — GoldProposal
Eight hours of coverage
Second photographer
Online gallery & downloads $3,200
Accept & sign
Service agreementContract
1. Coverage & deliverables
2. Payment schedule & deposit
3. Cancellation & rescheduling
Jordan LeeSigned — May 29
Invoice 1043Invoice
Gold collection $3,200
Engagement session $450
Deposit due today $1,100
Pay now
Secure checkoutPayments
Card•••• •••• •••• 4242
Expiry09 / 27
Pay $1,100
Paid — receipt sent
03 — Deliver & manage
Deliver beautifully, stay on track
Hand over gorgeous galleries, keep every project moving, and give clients one place for all of it.
The Carter WeddingGallery
Project pipelinePipeline
Inquiry
Ava & Noor
Riverside Gala
Booked
Jordan & Sam
Quinn & Sage
Delivered
The Carters
Client portalPortal
Proposal accepted
Contract signed
Deposit paid — balance due Sept 1
Gallery — after the day
This weekTasks
Send Carter gallery
Confirm September timeline
Edit engagement session
Send balance reminder