Getting started with a new software can be daunting. We are happy to help you get started with a free onboarding and whenever you have more questions, we are just a chat or email away. Below you'll also find useful "Walk through" videos of the functionality of our platform.
INTRODUCTION TO THE ESM
Video tutorials to help you get started using the Essential Studio Manager.
YOUR SETTINGS
Your settings are crucial to getting started with the ESM, so let's cover them in this video.
GOING OVER TEMPLATES
Want to speed up your workflows? That's where templates come in. Lets walkthrough how to create templates.
TRACKING MILEAGE
Tracking mileage is important for your business and can save you a lot of money.
MANAGING EVENTS
As a photographer it's important to track your sessions so that you don't miss a deadline.
ADDING CLIENTS
Managing clients is the hub of the ESM, let's go over how to do this.
MANAGING PACKAGES
Most photographers have packages that they offer their clients, let's cover packages in this video.
COVERING QUESTIONNAIRES
Questionnaires are important to get information about the session from your client, the ESM makes this simple.
CLIENT PORTAL
In this video we cover the 3 different way's to send the client portal link and credentials to your client.
INTRODUCTION
Quick text to explain what this video tutorial will cover. Keep it short, sweet and to the point.
LET'S EXPLORE YOUR SETTINGS
Your settings are crucial to getting started with the ESM, in this video we're going to cover things like Integrating with Stripe and Google, sales tax, and many more! So, let's get started
GOING OVER TEMPLATES
Want to speed up your workflows? That's where templates come in. In this video we're going to cover how to create, edit, and delete templates along with where templates can be applied.
TRACKING MILEAGE
Tracking mileage is important for your business and can save you a lot of money. In this video we cover how to add your Standard Mileage Rate and how to track your actual mileage.
MANAGING EVENTS
As a photographer it's important to track your sessions so that you don't miss a deadline. The ESM makes it easy to manage events by allowing you to integrate with your Google Calendar which will display alerts when the event is near.
ADDING CLIENTS
Managing clients is the hub of the ESM and we've made this task super simple. Follow along in this video to see how it's done
MANAGING PACKAGES
Most photographers have packages that they offer their clients. In the ESM you can create packages and then assign those packages to invoices and incomes. Let's go over how to accomplish this.
COVERING QUESTIONNAIRES
Questionnaires are important to get information about the session from your client, the ESM makes this simple. In this video we will cover the ins and outs of questionnaires.
CLIENT PORTAL
Let's discuss the three different ways you can send your client link to their client portal along with their credentials.
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