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Delivering images to your clients' inside Bloom takes no time at all. Start by heading over to the Projects tab inside your portal and select the client that you're delivering images to. Open their project and scroll down to the Client Gallery. You have two options on how you'd like to upload images; directly from your desktop or from an existing gallery inside your portfolio. !(https://storage.cris
Build and Send a Contract
Creating and Processing a contract is now easier than ever. Scroll down if your just interested to see how it works in the video down below! Here are a few things to keep in mind: Create a template by uploading a PDF or copy/paste your contract. When creating your contract template, be sure to add variables to your document: such as the client’s name, email address, or balance due. When you assign that contract to a new project, it'll automatically populate the correct information into your
Effectively managing your project workflows is critical to any successful photography business. With Bloom, you can manage all of your project tasks similarly to how you would, if you were using a whiteboard. Our flexible layout allows you to quickly see all of your projects and know what is the next status for each project. Creating workflows is quick and easy. You can add as many workflows as you need by using the “Add Workflow” button. !(https://storage.crisp.chat/users/helpdesk/websit
How to Pay for an Invoice
When your client receives an invoice, they will see a beautiful layout of all the project details. In this invoice, they can review all of the project components and sign your contract if you required it. After they sign the contract, your client will be prompted to book the project by submitting their payment. Make sure that you have a merchant account set up in order for your clients to be able to submit
How to Send an Invoice
Immediately after you create a project, you are given the option to email your client an invoice. While this is an optional step, it has many benefits. If you choose not to send the invoice after you create the project, you can always access the same "Send Invoice" screen by expanding your invoice section inside the project and clicking on "Send". Your invoice link is available for you to use in case you
Create a Project from an existing Lead or Contact
Once you've captured a lead or created a new contact, the next step is to set up the project that you will be working on together. Getting this done from your Lead or Contact page is quicker than you think. Open up the contact that you’d like to start a project with and hit “ Create Project”. Next, fill out all the fields associated with the project and hit save. That's it!
Create a Project from a Message
Now that you've landed a conversation with a lead, its time to book a project. You can do that directly from the message thread saving you the hassle of going back into your project creation page. In the top left corner of your message thread, you’ll see a drop-down menu with options on which direction you want to take the conversation. Each option will open a form to fill out the details associated with
Create contract from a PDF
Having a contract is a no-brainer, there's no way around it in the creative business. If you don't want to use the Bloom provided contract, you can easily upload your own. Here's how to get it done: Select Contracts inside of your Settings tab. Hit “ Add Contract”, open the drop-down menu and select “Uploading a PDF”. Give your contract a Title and upload the PDF file of your contract. Hit Save. (If you’d like to delete, edit or duplicate your contract, just select one of the options i