How can we help?

1. Go to Create your studio. Click Continue with Google, or fill in your name, business name (optional), email, and a password of at least 10 characters.
2. Click Create account, then open the confirmation email and click its link. The link works for 24 hours and signs you straight in.

Good to know: Every new studio gets Pro free for 14 days, no card needed. When it ends you move to Free and nothing is deleted. No email? Check your spam or promotions folder, or just log in and a fresh link is sent.

Overview starts with Get ready for clients, six steps that tick themselves off as you go: set up your studio page, connect Stripe, add a session, set your hours, upload your first gallery, and share your studio link. Click Start → on any step to jump to the right place.

Good to know: Hide this hides the checklist for good, so finish the steps you need first.

1. Open Settings → Studio profile.
2. Click Upload logo and Add a photo for your headshot. Both save right away. Pick a Menu bar color for the top of your pages.
3. Fill in Studio name and Page address, your link at photoezcloud.com/studio/your-name. Add a tagline, About the studio, your service area, the Sessions you offer, and Where you shoot.
4. Click Save studio profile, then View your studio page to see it.

Good to know: The page address can use lowercase letters, numbers, and hyphens. Changing it later breaks links you’ve already shared, so pick one you’ll keep.

1. Open Settings → Payments and click Connect Stripe.
2. Follow Stripe’s sign-up screens. Stripe sends you back to Settings when you’re done.
3. If you see Finish Stripe setup, Stripe still needs a few details. Finish them, then click Check again. You’re ready when it says ✓ Stripe connected.

Good to know: Clients pay you directly through your own Stripe account. PhotoEZ Cloud takes 0% (Stripe’s own processing fees still apply). Without Stripe, bookings are confirmed with no deposit taken.

1. On the login page, click Forgot password?.
2. Enter your email and click Send reset link. The link works for one hour.
3. Choose a new password (at least 10 characters), type it again, and click Save new password.

1. Open Bookings → Booking setup and click Add session.
2. Fill in the name, a short summary, description, Length (minutes), Price ($), and Deposit (%). 100% collects the full price at booking; 0% collects nothing up front.
3. Optionally add a Special price ($) with a Sale ends date, choose a contract, and choose whether each booking gets a proofing gallery.
4. Click Add session, then add a session photo on the next page.

Good to know: Clients can’t book until you have at least one session and you’ve saved your hours. Use the ↑ ↓ buttons to change the order sessions show in.

1. In Booking setup → Hours, set your Time zone, Minimum notice (days), and Buffer (minutes) between sessions.
2. Tick the days you work under Weekly hours and set opening and closing times, then click Save hours.
3. To block days off, add a First day and Last day under Time off and click Add.

Good to know: Time off doesn’t touch bookings you already have.

Add-ons: in Booking setup, click Add add-on, give it a name, price, and the most a client can add, then click Add add-on. Then open each session it belongs with and tick it under Add-ons. An add-on isn’t offered anywhere until you do.

Coupons: click Add coupon, enter a code, choose percent or dollars off, and set optional dates and use limits. Untick Active any time to pause it.

In Booking setup → Booking form, click Add question. Choose short text, long text, a dropdown, or a yes/no checkbox, and whether it’s required for every session or only some.

On the same card, set Inspiration photos to Off, Optional (up to 10 images), or Required. Clients’ photos show on the booking.

Good to know: Name, email, phone, and notes are always asked, so you don’t need to add them.

1. In Booking setup → Contracts, click Start from PhotoEZ contract for a starter to edit, or Blank contract.
2. Click a fill-in tag like {{CLIENT_NAME}} or {{BOOKING_DATE}} to copy it, and paste it where the detail should go.
3. Tick Use as my default contract if it should go with every session, then click Save contract.

Good to know: Clients sign online right after booking. The same contracts can be attached to quotes and invoices.

In Booking setup → Client changes, tick Let clients reschedule and cancel online. Set how many hours’ notice a reschedule needs, how many free reschedules they get, and the Cancel notice for credit (hours). Then click Save rules.

Good to know: Cancelling earlier than the notice turns the deposit into a session credit; later is non-refundable. The rules are spelled out for clients on their booking page.

• Open Bookings → Bookings. Switch between ☰ List and ▦ Calendar.
• To move a session: in Calendar, drag the booking to another day or click it, change the date and time, tick the box to email them the new time, and click Save.
• To cancel: open the booking and click Cancel booking. The client is emailed and the time opens back up.
• After a session, click Mark completed.

Good to know: Refunds aren’t automatic. Make them in your Stripe dashboard.

In Settings → Email, under Automatic reminders, choose when the Session reminder and Balance due reminder go out, then click Save email settings. Click Send me a test email to see how they look.

Text reminders are under Settings → Text messages (Pro and up). See “Send text messages” below.

1. In Settings → Calendar, click Get my calendar link and then Copy link.
2. Open How to add it to your calendar for the steps for your calendar app.

Good to know: Keep the link private. If it’s ever shared by mistake, click Reset link. Google can take a few hours to show changes.

1. Messages from your studio page’s contact form land in Clients → Inquiries. You also get an email.
2. Open one. The AI pulls out the details (session, date, place, budget), their questions, and anything still needed. Needs you means it wants your personal touch, like a quote.
3. Read and edit the Draft reply, then click Send email. Their reply comes to your email.
4. Click Create client to save them as a client, or Create a quote to send pricing.

Good to know: The AI writes from your studio profile and Client FAQ, so the more you fill in there, the better the replies. It never quotes prices or promises dates.

1. In Inquiries, click New inquiry.
2. Paste the whole message, signature included, and optionally their name and email.
3. Click Triage with AI. It takes 10 to 20 seconds.

In Settings → Email, tick Send AI replies to inquiries automatically and save. It only sends replies the AI could fully answer. Anything marked Needs you still waits for you.

In Clients → Clients, click Add client and fill in a name, plus email, phone, and notes if you have them. Clients are also added for you when someone books, or when you send a quote or invoice to a new email.

A client’s page shows their quotes and invoices, session credits, and text-message consent.

Open the client, find Session credits, and fill in Add a credit: the amount, a private reason, and an optional expiry. Click Add credit.

Good to know: The client needs an email address on file. The credit is offered automatically the next time they book with that email.

1. Open a delivered gallery and click Ask for a review. Or have it sent for you: in Settings → Reviews, choose how long after delivery to ask.
2. Add your Google review link there too, so happy clients are invited to post on Google as well.
3. New reviews wait in Clients → Reviews. Click Approve & publish to show one on your studio page, or Hide.

1. Open Clients → Quotes & invoices and click New quote or New invoice.
2. Choose a client or type a new one’s details. An email is needed to send it.
3. Add a title and line items, then choose How the client pays: paid in full, deposit + balance, or a payment plan.
4. Attach a contract if you like, then click Save & send, or Save as draft to send later.

Good to know: A quote has to be approved by the client before it can be signed or paid. On a quote, Copy as invoice turns it into an invoice. Quotes and invoices are on Pro and up.

Under How the client pays, choose Payment plan. Set the deposit, the number of payments (up to 24), how often (monthly, every 2 weeks, or weekly), and the first due date.

Good to know: Clients get an email reminder 3 days before each payment and can always pay more, or the whole balance, early.

Open the invoice and, under Payments, click + Record a payment (cash, check…). Enter the amount, date, and how they paid, then click Record payment.

1. In Galleries, click New gallery.
2. Give it a title and pick the client. Set Free picks, how many photos the client can choose (0 means no limit).
3. Click Create gallery.

Good to know: A gallery is made for you when a booking is confirmed, unless the session is set to “No gallery”.

A gallery has two parts: 1 Proofs, which your client picks favorites from, and 2 Finals, the edited photos they download. Drag photos onto either one, or click Choose photos.

Good to know: JPEG, PNG, or WebP, up to 50 MB each and 1,000 at a time. If dragging from Lightroom or a zip doesn’t work, export to a folder first and use Choose photos.

1. In Settings → Proofing, click Browse and choose a PNG (a transparent background looks best).
2. Set the Opacity and Position, check the preview, and click Save watermark.
3. For photos already uploaded, open the gallery and click Update proofs.

Good to know: Watermarks only go on proofs. Finals are never watermarked.

On the gallery page, use the Client gallery link card: Copy link to paste it anywhere, or Email gallery link to send it. Preview as client shows exactly what they’ll see.

Good to know: Creating a gallery doesn’t email anyone, so send the link when it’s ready. Anyone with the link can view the gallery.

The gallery shows how many photos your client has picked. When they submit, you get an email. Copy file names copies their picks to paste into Lightroom’s filename search. Need them to change their picks? Click Reopen selections.

To sell photos beyond the free picks, set a Price per extra photo ($) in Settings → Additional Photos (Pro and up). Clients pay through Stripe when they submit.

1. Upload your edited photos to 2 Finals.
2. Click Deliver to client → and confirm. Their link switches to a download page, and they’re emailed.

Good to know: You can deliver without proofing first, which is handy for events. Undo delivery takes it back.

In 2 Finals, the Slideshow with music card is on by default. Click Upload a song (MP3, M4A, AAC, or WAV, up to 60 MB). Clients see a ▶ Slideshow button once the gallery is delivered. Slideshows are on Pro and up.

On the gallery page, use Change status in the Gallery status card. Choose Completed when you’re all done (the client can still download), or Expired to close it.

Good to know: Completed and expired galleries don’t count toward the Free plan’s 3 active galleries.

1. In a gallery’s 1 Proofs, find ✨ Culling help and click Check photos.
2. Click a chip like Blurry, Closed eyes, or Near-duplicate to see those photos.
3. Delete the ones you don’t want, or use Keep the best on duplicates to keep the sharpest of each set.

Good to know: It runs in your browser, so it’s free on every plan and your photos stay private. Keep the page open while it checks. Photos your client picked are never deleted.

On the gallery page, in 🔎 Gallery search, click Make photos searchable. Then you and your client can find photos with plain words like “first dance” or “outdoors”.

Good to know: Each photo counts once toward your monthly allowance (100 on Free, 3,000 on Pro, 10,000 on Studio). Run it again after uploading finals.

Open Assistant and ask things like “Who still owes a balance?” or “Which galleries close this week?”. It can also draft emails, captions, and review replies.

When it offers to do something, like emailing reminders, it shows a Ready for your approval card. Nothing is sent until you click Approve. Cards expire after 24 hours.

Good to know: Answers can be wrong, so check before approving. Free includes 10 questions a month, Pro 300.

1. Open Settings → Design.
2. Start from a theme, then pick your main and accent colors, fonts, button style, banner, and client gallery layout. The Live preview updates as you go.
3. Click Save design. Nothing changes for clients until you save.

Good to know: Your logo and menu bar color are in Settings → Studio profile.

In Settings → Gift cards, tick Sell gift cards on my studio page, enter up to 6 amounts, and click Save gift card settings. Stripe must be connected.

To give one away free, open Bookings → Gift cards and use Issue a gift card. Gift cards never expire.

In Settings → Client referrals, tick Turn on client referrals and set the friend’s discount and the credit for the client who shared. Each client gets a share link on their booking page and final-photos email. They earn the credit after their friend’s session.

In Settings → Photographer directory, enter your studio ZIP code, tick List my studio in the directory, and click Save. It’s free on every plan.

Good to know: You’re listed once your studio page has an address, an About section, and at least one session. Only your city is shown.

Open Settings → Refer a photographer and click Copy link. They get the Pro trial plus 20% off their first payment, and you get a month of your plan free when they pay.

Open Settings → Billing. Choose Monthly or Yearly, then click Choose Pro or Choose Studio. Already paying? Manage billing lets you switch plans, update your card, see invoices, or cancel.

Good to know: Cancelling keeps your plan until the end of the period you’ve paid for. Nothing is ever deleted when you go over a Free limit; you just can’t add more until you upgrade or mark galleries Completed. See Pricing for what each plan includes.

On a paid Pro or Studio plan, open Billing, pick an amount under Extra storage (500 GB blocks), and click Add storage. What you’re using on the same page shows how much you have left.

Emails to clients go out with your studio name, and their replies come to you. Set where in Settings → Email under Your email for notices and client replies (blank uses your login email).

Settings → Email log lists every email sent, with Sent, Failed, or Not sent. Click one to see it exactly as it went out.

1. Make a Twilio account and get a phone number. Twilio bills you directly.
2. In Settings → Text messages, enter your Twilio Account SID, Auth Token, number, business name, and state, choose Which texts go out, and click Save text settings.
3. Follow the steps on that card to set up STOP replies and US texting registration (A2P 10DLC), then click Send test text.

Good to know: Texts are on Pro and up. Clients only get texts after they agree to them, and replying STOP ends them. Until your Twilio registration is approved, texts may show as sent but never arrive.

1. On your WordPress site, install the free PhotoEZ Migration plugin.
2. In WordPress, go to PhotoEZ → Migration and click Make a migration key.
3. In Settings → Move from PhotoEZ for WordPress, enter your site address and the key, and click Connect.
4. Choose what to bring over (clients, sessions, contracts, bookings, galleries, and more) and click Start import. Keep the page open until it finishes.

Good to know: Nothing changes on your WordPress site, and running it again won’t make duplicates. Large photo libraries may need Pro, since Free holds 3 active galleries and 3 GB.