Contact Management for Photographers

All actions in fotoBiz begin with a client. You can add clients "on the fly" as you work with them, or you can import them as a group from another file. FotoBiz can import from several standard file formats. The client contact screen is the hub of the fotoBiz program. All of your photography invoices, stock quotes, assignment estimates, confirmations, correspondence and image tracking start here.

Working with your clients

Calendar: The fotoBiz Calendar section lets you print a weekly or monthly schedule or blank Planner. You can also create a To Do list.

Write: Use the more than 20 letter templates to keep in touch with your clients. These sample letters include, cover letters for your invoicing, acceptance and refusal contract letters, late fee notices and collection letters as well as thank you notes. Edit the existing templates to match your writing style or create your own.

Forms: Print model and property releases, stock and assignment photography order forms and more.

Print Profile: This feature lets you print out the contact information and notes for a selected client. Take it with you for a meeting with a client.

Duplicate: Create a new record and duplicate the company information for a selected client, this will save you time when you have more than one client working at the same company.

Log: Every time you print a document or schedule an activity for a client, you have the option of logging the transactions that you've had with them over time.

Mailings: Use the Mass Mailing section of fotoBiz to quickly find a select group of customers to send a mailing or email to. Photographers often send a series of mailings a few weeks apart to make the strongest impression. The Mass Mailing section automates this process for you.

Schedule: Schedule meetings, appointments, reminders, etc. View them as a daily, weekly or monthly schedule in the Calendar section.

Keywords: You can also enter keywords for your clients. Adding keywords to your clients can help you find a specific client or clients.

Notes: Keep notes about your client. This information will print on the client’s profile record and is a great at-a-glance account of your client’s record for meetings held outside of your office or studio.

Other features accessed from the client contact screen

Gear: Enter your photo equipment in this file. You'll know how much the equipment in each of your camera bags is worth, and how much each one weighs. Print a packing list that you can take to the job with you and when you travel.

Backup: Click this button to backup your fotoBiz program automatically onto your desktop at any time.

Setup: Use this section to customize fotoBiz to your own working habits. Your company information, logo, letterhead information and default terms and conditions are entered here.

Help: Get on screen help for all the different sections of fotoBiz.