David Dayan

How your clients use the portal to view listings, download media, and pay invoices.

Client Portal

The client portal is where your real estate clients (agents and brokerages) log in to book shoots, view their listings, download media, pay invoices, and manage their account. It is fully white-labeled with your organization's branding, colors, and logo.

Client Portal Overview

This guide walks you through how to view and pay invoices from the client portal.

Paying Invoices

This guide explains how clients browse their listings and download media files (photos, videos, floor plans, and virtual tours) from the client portal.

Viewing and Downloading Listings

Feedback

Roadmap

Everything you need to set up your Photeria account and start managing your first photography jobs.

Getting Started

An overview of the Photeria platform, who it's for, and what you can do with it.

Welcome to Photeria

How to sign up, activate an invitation, and reset your password.

Creating Your Account

A tour of the main dashboard, sidebar navigation, widgets, and how to customize your view.

Navigating the Dashboard

This guide walks you through creating a new Photeria account, activating an invitation, and resetting your password. The process takes just a few minutes.

The dashboard is the first thing you see when you log in. It gives you a quick overview of your business and fast access to the tools you use most. This guide walks you through every section of the interface.

Photeria is a management platform built for real estate photography businesses. Whether you run a solo operation or lead a team of photographers, Photeria helps you manage jobs, clients, invoices, listings, and more from one central dashboard.

Creating a job is the core workflow in Photeria. A job represents a single photography shoot at a property. This guide walks you through creating your first one, step by step.

Your First Job

Learn about public listing pages and how to set up custom domains for individual properties.

Property Websites

You can give individual property listings their own custom domain, such as `www.123mainstreet.com`. This creates a memorable, branded URL that is perfect for yard signs, print flyers, and social media campaigns.

Custom Listing Domains

Property websites are standalone, public-facing web pages generated automatically for each listing. They showcase the property's photos, videos, virtual tours, floor plans, and details in a polished, branded layout. Agents share these links with buyers, post them on social media, or include them in MLS listings.

Property Website Overview

Create marketing materials from templates and manage design templates for your organization.

Marketing

This guide explains how agents create professional marketing materials (flyers, social media posts, brochures, and more) for their listings using pre-built templates and a built-in design editor.

Creating Marketing Materials

This guide is for admins and staff members who create, edit, and manage marketing templates that agents use to produce materials for their listings.

Managing Marketing Templates

Connect Photeria with Stripe, Google Calendar, Dropbox, and custom email domains.

Integrations

The Dropbox integration lets you upload and store property videos directly in your Dropbox account. When you add a video to a listing, the file is uploaded to Dropbox, and a shareable link is generated automatically so the video can be displayed on property websites and download pages.

Connecting Dropbox

By default, emails sent from Photeria (delivery notifications, invoices, and other messages to your clients) come from a photeria.io address with your reply-to address attached. Setting up a custom email sending domain lets you send emails from your own domain instead (for example, notify@yourdomain.com), which looks more professional and improves deliverability.

Setting Up a Custom Email Sending Domain

Google Calendar integration gives you two-way sync between Photeria and your calendar. Job appointments show up on your Google Calendar automatically, and events on your calendar block your scheduling availability so clients and team members never double-book you.

Connecting Google Calendar

Stripe lets you accept credit card payments directly from your clients. Once connected, Photeria automatically handles payment collection on invoices and job checkouts, tracks payment status, and records every transaction in your billing history.

Setting Up Stripe Payments

Configure your company profile, branding, custom domains, service areas, scheduling, and legal pages.

Settings

Branding settings let you customize the look and feel of your portal, property websites, and client login page. You can upload logos, set brand colors, add a watermark, and configure your login page layout.

Branding Your Account

Your company settings are the foundation of your account. This is where you manage your organization name, contact details, regional preferences, and social media links. These details appear throughout your portal and on client-facing pages.

Company Settings

Custom domains let you use your own web address instead of the default platform URLs. You can set up a custom domain for your client portal, your property listing websites, and your email sending domain.

Custom Domains

Legal settings let you define the terms of service that your customers must agree to when placing an order. This is where you add your business's legal language, usage rights, cancellation policies, and any other terms relevant to your photography services.

Legal Settings

Scheduling settings control how appointments and photographer assignments work for your organization. These options determine whether clients can request a specific photographer or whether the system assigns one automatically.

Scheduling Settings

Service areas let you define the geographic regions where your organization provides photography services. You can set up multiple areas, each with its own boundaries and travel fee. These areas help manage scheduling and give clients clarity about where you operate.

Service Areas

Manage your agents, brokerages, and client contacts.

Customers

In Photeria, your customers are the real estate agents and brokerages you work with. The Clients page gives you a central place to manage agent profiles, organize them by brokerage, and keep track of their contact details. This guide walks you through everything you need to know about managing your customer database.

Managing Customers

Add team members, assign roles and permissions, manage skills, and set photographer availability.

Team Management

Skills help you track what each team member is capable of, such as photography, video editing, drone operation, or virtual staging. When assigning photographers to jobs, skills ensure the right person gets matched to the right type of work. This guide explains how to create skills, assign them to team members, and understand how they're used.

Managing Skills

Your team is the backbone of your photography business. The Team page lets you invite new members, manage their details, and keep your roster up to date. Here's everything you need to know about adding, editing, and removing team members in Photeria.

Managing Team Members

Keeping your team's availability up to date is essential for smooth scheduling. Photeria lets each team member set their working hours and connect their Google Calendar so the system knows when they're free. This guide covers how to configure availability settings.

Photographer Availability

Roles let you control what each team member can see and do inside Photeria. Instead of configuring permissions for each person individually, you create roles with the right permissions and then assign those roles to your team members. This guide covers how roles work, how to create and edit them, and what each permission category controls.

Roles and Permissions

Set up services, packages, pricing, and order pages so your clients can book shoots.

Ordering

Order pages are the public-facing forms where clients browse your services and packages, then place an order. You can create multiple order pages with different URLs, each showing a different selection of services. This guide covers how to create and configure them.

Configuring Order Pages

When clients visit your order page, they walk through a guided 6-step process to choose services, provide property details, and schedule their shoot. This article explains each step from the client's perspective so you know exactly what your customers experience.

How Clients Place Orders

Packages let you bundle multiple services together at a discounted price. They're a great way to encourage clients to book more and simplify their decision-making. This guide covers how to create packages, choose a discount type, and configure all the details.

Setting Up Packages

Questions let you collect extra information from clients during the ordering process. They appear after the client selects their services and before they enter property details. Questions can also adjust the order total based on the client's answer. This guide walks through creating and configuring questions.

Setting Up Questions

Services are the foundation of your ordering system. Each service represents a specific offering your business provides, like interior photography, drone video, or virtual staging. This guide walks you through creating services and configuring the three pricing models available.

Setting Up Services

Square-footage-based pricing lets you charge different rates depending on property size. Larger properties take more time and effort, so tiered pricing ensures your rates reflect the actual scope of work. This guide covers everything you need to know about setting up and managing sq ft tiers for both pricing and duration.

Sq Ft Based Pricing

Manage property listings, upload media, customize sections, and configure public listing pages.

Listings

Beyond photos, Photeria lets you showcase your properties with videos, 3D virtual tours, and floor plans. This guide covers how to add and manage each of these media types.

Adding Videos and 3D Tours

Every listing in Photeria is built from sections. Sections are the building blocks of both your editing experience and the public property website. You can reorder them, toggle their visibility, add new ones, and remove the ones you do not need.

Customizing Listing Sections

Below the Media sections on the listing detail page, you will find the **Settings** panel. This is where you control the listing's URLs, visibility toggles, design appearance, and domain settings.

Listing Settings and SEO

The Listing Details section is where you add the property information that appears on the public property website. This includes the title, description, price, and quick facts like bedrooms, bathrooms, and square footage.

Managing Listing Details

The Open Houses section lets you add upcoming showing dates and times to your listing's property website. This helps potential buyers know when they can visit the property in person.

Managing Open Houses

Listings are the core of your Photeria workflow. Every property you photograph gets its own listing, complete with photos, videos, 3D tours, and a public property website. This guide walks you through what listings are, how they connect to jobs, and the lifecycle they follow from start to finish.

Understanding Listings

Photos are the heart of any listing. This guide covers how to upload images, reorder them, manage visibility, set up the hero slideshow, and use bulk actions to work efficiently.

Uploading and Organizing Photos

Create, manage, and track photography jobs from scheduling through delivery.

Jobs

Creating a new job takes just a few minutes. Photeria walks you through a step-by-step wizard that captures everything you need: the services being ordered, property details, client information, and appointment scheduling.

Creating a Job

Delivering a job is the final step in your workflow. It sends the client a polished email with links to download their media and view the property website. This article walks you through the delivery process from start to finish.

Delivering a Job

Once a job is created, you can view and edit all of its details from the job detail page. This article covers how to update property information, access instructions, client assignments, and team scheduling.

Managing Job Details

Every job in Photeria has an invoice that is built from three types of line items: services, packages, and custom fees. This article explains how each one works and how to manage them on a job.

Services, Packages, and Fees

Photeria gives you multiple ways to track where each job stands in your pipeline. This article explains how appointment statuses, job statuses, and payment statuses work together to give you a complete picture.

Tracking Job Status

Jobs are the core of your workflow in Photeria. Every photography shoot you schedule, manage, and deliver lives as a job. This article walks you through what a job contains, how it moves through your pipeline, and how to keep track of everything at a glance.

Understanding Jobs

Billing-and-payments

Photeria uses a credit system to give new organizations free listings when they first sign up. This guide explains how credits work, how they are applied, and how to track your usage.

Credits and Usage

The Invoice History section on your Billing page gives you a complete record of every invoice Photeria has generated for your organization. This guide explains how to view, understand, and pay your invoices.

Managing Invoices

Photeria uses Stripe to securely process all payments. You can add or change your payment card directly from the Billing page. This guide shows you how to manage your payment method.

Payment Methods

Photeria uses a simple, usage-based billing model. You are charged per listing that gets photographed, and charges are collected at the end of each monthly billing cycle. This guide walks you through how billing works so there are no surprises.