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Tasks and workflows
Getting started
Welcome to Photeria
Creating your account
Using and customizing the dashboard
Your first job
Finding records, settings, and help
Managing your notifications
Saving custom views
Jobs
Understanding jobs
Creating a job
Managing job details
Tracking job progress
Managing a job's services and packages
Managing job tasks
Appointments
Planning shoots with Appointments
Managing an appointment
Listings
Understanding listings
Managing listing details
Uploading and organizing listing media
Editing listing photos
Adding videos and 3D tours
Showing open houses on a property website
Managing listing access and website links
Activating and renewing listing hosting
Delivering listing media
Client invoicing
Managing client invoices
Recording a manual payment
Configuring client invoicing
Ordering
Creating and managing services
Creating and managing packages
Creating order questions
Setting up square footage pricing
Creating and assigning pricing catalogs
Creating and sharing coupons
Creating and managing order forms
Tasks and workflows
Managing work on the Tasks page
Creating and managing workflows
Clients
Managing clients and referrals
Keeping notes on agents and brokerages
Importing clients from HDPhotoHub
Importing agents from a spreadsheet
Team management
Managing team members
Managing roles and permissions
Managing service types
Setting photographer availability
Organizing your team's tasks
Setting up team compensation
Reviewing earnings and recording payouts
Marketing
Creating marketing templates for your clients
Property websites
Building and publishing a property website
Adding a custom domain to a property website
Customizing property website sections
For agents
Using the client portal
Downloading and sharing listing media
Viewing and paying client invoices
Creating marketing materials for your listing
Creating listing marketing videos
How to book a shoot
Managing your listings in the client portal
Sending your listing media to Bright MLS
Managing account managers
Reports
Reviewing and exporting reports
Integrations
Connecting AI assistants
Connecting Google Calendar
Importing listing media from Dropbox
Accepting payments with Stripe
Offering Pay at Close with Titus
Accepting payments with Square
Connecting Bright MLS
Creating CubiCasa floor plans
Settings
Updating your company details
Branding your account
Setting up custom domains
Setting your service areas
Configuring booking rules and appointment reminders
Adding your terms of service
Referring another photography business
Setting up your email sender
Customizing client notifications
Photeria billing
How Photeria billing works
Using Photeria credits
Managing your billing payment method
Viewing and paying platform invoices
Tasks and workflows
Assign work, track deadlines, and create tasks automatically.
Managing work on the Tasks page
Use Tasks to keep track of editing, delivery, and other work across your team.
Creating and managing workflows
Use workflows to handle repeat work automatically.