Question 1

What is the difference between a connection and a contact?

Accepted Answer

From a contact's file, you have the ability to create connections (child, friend, spouse, witness, etc.) in the "Family / Close Ones" section.

Connections

A connection is not a contact. The connection you create in a contact file will only be available in that file, and cannot be used elsewhere (for example, be associated with a shoot). For that, you need to convert them into a contact by pressing the intended button.

The purpose of the "Connections" section is to allow you to create family ties without cluttering your contact database. Indeed, it does not create a contact file for the people added to this section.

By creating a connection, you have the option to enter their date of birth and to schedule the sending of a birthday email via the option "Send an automatic birthday email (to the main contact)".

Adding a connection

Question 2

How to receive emails from my clients in Fotostudio

Accepted Answer

To simplify managing your exchanges with clients, our CRM allows you to receive your clients' emails directly in your interface. No need to juggle between platforms anymore: everything is centralized and organized in one place!

Step 1: Retrieve your Fotostudio email address In the Fotostudio CRM, go to the Messaging menu and then Settings (Sending/Receiving Server).

In the "Receiving" box, select your unique email address (XXX@fotostudiomail.com) and copy it to your clipboard.

Step 2: Enable email forwarding To start receiving your emails in the CRM, you just need to enable email forwarding from your email provider (Gmail, Outlook, OVH, etc.). Here are the general steps to follow (you will find the specific steps for each provider further down in this article):

Access your email account settings.
Find the email forwarding option.
Add the unique address provided by our CRM as the forwarding destination (copied in Step 1).
Save your changes.
Depending on the provider, a validation email may be sent to your Fotostudio address with a confirmation link. If so, simply open this email from your Fotostudio account (Messaging -> inbox).

This email forwarding option allows you to send a copy of every email you receive in your inbox to Fotostudio.

Email confidentiality For confidentiality and efficiency reasons, we only process emails sent by the contacts you have already registered in Fotostudio. If you receive an email from someone who is not ye

Question 3

Is it possible to manage multiple businesses with one account?

Accepted Answer

No, Fotostudio can manage only one business per account.

However, if you want to manage multiple activities under the same business, it is possible with visual identities.

Question 4

The client interface

Accepted Answer

The client interface is a secure web page between you and your clients. Only your client can access it to view the documents you provide (contracts to sign, quotes, invoices, questionnaires, etc.).

Client interface

To give the most professional appearance possible, it is strongly recommended to personalize this interface by adding your logo and your color.

You can add your logo and choose your primary color in My account > My activity.

Customization

Access to the client interface is done via specific links. For example, when you send an invoice to your client from Fotostudio, a secure link is included in the email. When the client clicks on this link, they are automatically taken to the client interface, to the sent invoice.

You can view your client interface by clicking here.

Question 5

What should I do if my events in Fotostudio are no longer synchronized in Google Calendar?

Accepted Answer

It may happen that the connection between Fotostudio and Google is no longer correct and that all or some of your Fotostudio events are no longer synchronized in Google Calendar. Here's how to solve the problem.

Start by checking the connection

Q: Is it possible to manage multiple businesses with one account?

No, Fotostudio can manage only one business per account. However, if you want to manage multiple activities under the same business, it is possible with visual identities.

Q: The client interface

The client interface is a secure web page between you and your clients. Only your client can access it to view the documents you provide (contracts to sign, quotes, invoices, questionnaires, etc.). <img src="https://storage.crisp.chat/users/helpdesk/website/1106822c7ec6b200/screenshot-2023-11-01-at-18523_11bc4sh.png" alt="Client interface" /> To give the most professional appearance possible, it is strongly recommended to personalize this interface by adding your logo and your color. You can add your logo and choose your primary color in <a href="https://www.fotostudio.io/app/companies/2118/edit">My account > My activity</a>. <img src="https://storage.crisp.chat/users/helpdesk/website/1106822c7ec6b200/screenshot-2023-11-01-at-18532_juirzv.png" alt="Customization" /> Access to the client interface is done via specific links. For example, when you send an invoice to your client from Fotostudio, a secure link is included in the email. When the client clicks on this link, they are automatically taken to the client interface, to the sent invoice. <a href="https://www.fotostudio.io/client">You can view your client interface by clicking here.</a>

Q: What is the difference between a client and a prospect?

In Fotostudio, we distinguish 4 types of contacts: prospects, clients, suppliers, and partners. <h1 id="aprospect">A prospect</h1> A prospect is a person who contacts you and has a shooting project. We don't know yet if we will work with this person. The advantage of a prospect is that they are found in a dedicated menu <a href="https://www.fotostudio.io/app/prospects">Prospects</a> and have a status (new, email sent, to be contacted again, etc.), which allows us to follow up with this person. If a shooting is confirmed with a prospect (for example, a contract is signed), they will automatically become a client. You can also manually convert a prospect into a client by modifying the contact. In the contact editing window, you can choose the type of your contact: prospect or client. <img src="https://storage.crisp.chat/users/helpdesk/website/1106822c7ec6b200/screenshot-2024-02-05-at-18135_1m9unx7.png" alt="Editing a contact" /> ||| A person who contacts you via your contact form becomes a prospect in Fotostudio. <h1 id="aclient">A client</h1> A client is a person with whom you are going to work or have already worked.

In Fotostudio, check in the menu Settings > My Account > My Google Account that your Google account is well connected and that synchronization options are enabled.

Google Account Configuration

In the Calendar menu, click on the Import > From Google button.

Import from Google

If your Google calendars do not appear in a pop-up: Move to the next section "Reconnection Procedure".
If your Google calendars appear in a pop-up: Contact us via the chat at the bottom right so we can re-synchronize your Fotostudio calendar in Google.

Reconnection Procedure

Go to Settings > My Account > My Google Account and click on the Remove my Google account button if your account is still connected. If it is no longer connected, proceed to the next step.
Visit this Google page: https://myaccount.google.com/permissions (make sure you are on the right Google account via your avatar at the top right)
Rem

Question 6

What is the difference between a client and a prospect?

Accepted Answer

In Fotostudio, we distinguish 4 types of contacts: prospects, clients, suppliers, and partners.

A prospect

A prospect is a person who contacts you and has a shooting project. We don't know yet if we will work with this person.

The advantage of a prospect is that they are found in a dedicated menu Prospects and have a status (new, email sent, to be contacted again, etc.), which allows us to follow up with this person.

If a shooting is confirmed with a prospect (for example, a contract is signed), they will automatically become a client.

You can also manually convert a prospect into a client by modifying the contact. In the contact editing window, you can choose the type of your contact: prospect or client.

Editing a contact

||| A person who contacts you via your contact form becomes a prospect in Fotostudio.

A client

A client is a person with whom you are going to work or have already worked.

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