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Getting Started with Picsello Guide

How to get your account set up quickly!

Updated over a week ago
Welcome to Picsello for photographers:  how to set up your booking events.

Welcome to Picsello! We are so glad you’re here!

Picsello is powerful, all-in-one software designed to make your life and your photography business simpler and more enjoyable. Picsello makes it delightfully easy to grow your photography business and spend more time doing what you really enjoy - photographing clients and creating an unforgettable experience.

To get you started on the Picsello journey, we’ve created this getting-started guide to help you hit the ground running—though it might be easier if you’re sitting.

Let's kick things off by setting up your Picsello account together! This way, you'll be all set to dive into your photography business and start making some cash in no time.

If you prefer to watch video tutorials, please head to our Youtube Channel - The Set Up Playlist can guide you to get set up!

Step 1: Set Up/Connect to Stripe

In order to accept payments and get your business going, Picsello has partnered with Stripe to offer secure and easy-to-use payment processing. We suggest this as your first step because the whole point of running a business is being able to accept money. Setting up Stripe is crucial, as you won't be able to send booking proposals or accept gallery orders until it's complete.

If you have a Stripe account already, you’ll log in and connect them. If not, you will need to create a new account. You can view our in-depth article here.

Step 2: Personalize Your Account

Upload Your Logo

It is very important to have your logo uploaded to your account because we place it everywhere your client will experience your Picsello account.

  • Email Signature

  • Booking Proposal

  • Invoices

  • Contracts

  • Questionnaires

  • Public Profile

  • Booking Events

  • Your Gallery

It's easy to do - you simply head to the Brand section of your account settings and upload your logo. Here you can also customize your email signature and your booking proposal welcome screen If you need more help uploading your logo, you can view our in-depth article here.

Review and Customize Your Contracts

Picsello offers default contracts that you need to review and customize. Contracts are found in the settings of your Picsello account. You can also switch out the terms and conditions with any existing contracts you have! For a step-by-step guide visit here

Review and Customize Your Questionnaires

Your Picsello account comes preloaded with a slew of tried and tested default questionnaires, based on the photography types you selected during onboarding. Questionnaires are found in the settings of your Picsello account. Default questionnaires can be used as-is, or you can duplicate and modify them for your specific needs. For a step-by-step guide visit here.

Customize Your Packages

Package Templates are reusable pricing and shoot packages that you can offer to your clients, making it easier to manage leads. Packages can be enabled to display on your public profile for lead generation and to display your product offerings, or they can be hidden from your public profile and created/used on an individual client basis. Package templates are found in the settings of your Picsello account. For a step-by-step guide visit here.

Set Up Your Accepted Payment Types

With your Picsello account, you can set your currency, choose to accept offline payments (credit cards are always accepted) as well being able to offer AfterPay, Klarna, and Affirm. Payment Types are found in the settings of your Picsello account. See a more detailed article here.

Set Up Your Gallery

Global gallery settings allow you to configure your gallery expiration date, watermark, product settings, and digital pricing at a global level. You also have the flexibility to make adjustments to these settings at the lead, package, and job level for nuanced situations. See a more detailed article here.

Step 3: A Few More Steps (if you need these)

Review and Customize Your Email Automations

Say goodbye to the hassle of manually managing communications and hello to more streamlined, efficient, and professional email sequences for your clients.. Picsello's email automations comes with:

  • Pre-loaded Email Templates: We've pre-loaded your account with a slew of tried-and-tested default email templates. These templates can be easily edited and customized to match your unique tone of voice and timing to suit your preferences.

  • Comprehensive Client Journey: Our email sequences are crafted to guide potential clients through every step of the process. Whether you're working with leads, sending proposals, managing bookings, handling payments, preparing for the photo shoot, or maintaining post-shoot communications (including gallery delivery and order fulfillment), our email automations have you covered.

  • Tailored to Your Workflow: We understand that every photographer has a unique workflow. That's why our automation emails can be customized based on photographer type. Whether you specialize in weddings, maternity shoots, portraits, or any other niche, you can set up email sequences that cater specifically to your workflow and client needs.

  • Global and Individual Customization: While we recommend setting up automation emails globally to maximize your efficiency, we also understand that every job, lead, or gallery may have its unique requirements. That's why we've provided the flexibility for you to view, adjust, and customize automation emails on an individual basis as well.

Email Automations are found in the admin section of Picsello. For a step-by-step guide to set up your email automations, please visit here.

Import Your Existing Contacts

If you have an existing list of contacts, we will gladly upload that for you! There are a couple of ways to request this from our team; via the Contacts section of the app or simply fill out a form in the chat button. For a step-by-step guide, visit here.

Embed Your Contact Form On Your Website

If you have an existing website, adding a Picsello contact form to your website will ensure that those leads are automatically added to your Picsello account. By setting up an automated email response, you can let them know you will get back to them as soon as you can or simply send them more details regarding the type of photography they are inquiring about. Providing an immediate reply will not only let your potential clients know that their email was received but also that you are responsive. This will elevate you above other photographers they have contacted!

Installing your Picsello contact form on your website just takes a few steps, please view the step-by-step guide visit here.

Set Up Your Public Profile

Whether you have a website or are just getting started marketing your business online, Picsello has a Public Profile page that will allow potential clients to learn more about your business and contact you directly. These leads will be funneled directly to your inbox, making it easier than ever to turn leads into clients! For a step-by-step guide visit here.

Your Calendar

To help keep you organized, Picsello has a built-in calendar, showing all of your accepted bookings in your account. You can also subscribe to your calendar, as well as sync your personal calendar to your Picsello calendar. For a step-by-step guide visit here.

Step 4: Everything (Else) You Need to Succeed

Picsello has tons to offer professional photographers! Once you have your account up and running, we highly recommend poking around to see everything else. For example:

Setting Up Your Booking Events

Effortlessly create single or repeating booking events on Picsello, making it easy for you & your clients to schedule photoshoots.

For a more step-by-step guide on creating a client booking event, visit here.

Access All Of Your Marketing Accounts

The marketing section of your account provides quick, branded links to your website, social media accounts, and Google reviews, making it even easier to run your photography business. You can also add your website and social media profiles on your email signature and public profile by adding them here! Click on a social media link to quickly jump to your Instagram or Facebook account and share your latest photos or stories. You can also set up marketing email campaigns to send to new, current, and past clients.

Welcome to Picsello, all-in-one photography software for professionals.  Accessing your marketing accounts.

Calculate Your Prices With Our Pricing Calculator

Remember those package presets we created for you? We built a pricing calculator tool to help see some of those calculations in real-time based on what type of photography you shoot, including costs and how much you’d like to make with taxes in mind.

  • Business Information

  • Financial Goals

  • Business Costs

  • Results!

Welcome to Picsello, all-in-one photography software for professionals.  Calculating your photography prices using Picsello's pricing calculator.

Your Client Inbox

Your Picsello inbox contains all of your client communications in one spot. It includes a threaded history by lead or job. Click "View Inbox" from your home screen.

Welcome to Picsello, all-in-one photography software for professionals.  Accessing your client inbox.

Step 5: Get Help as needed

Picsello will be around to help you any time you get stuck! Here are the best ways to get in touch with us:

Schedule An Orientation Call

We know getting started can seem overwhelming so if you want a tour around Picsello, simply schedule an orientation call with our Customer Support team here.

Schedule A Tech Support Call

Sometimes you just need a quick call to figure out something techy. Simply schedule a 15-minute call with our Tech Support team here.

Help Center

Access the Picsello help center by clicking on "Help Center" in the footer or clicking on the little button on the bottom right-hand side of this page. Click on the little button and the chat box will open with a variety of helpful options, including important articles.

Chat with us

You can search for your question in the chat or get in touch with Picsello using the "send a message" option.

Business Coaching

If you have an annual plan with Picsello, you are automatically added to our Business Mastermind. If you have a monthly subscription and want more help with your business and 2 months free, simply switch your plan to annual and get access to the Business Mastermind! For more information on the mastermind, visit here.

We are so glad you are part of the Picsello family! We are here to help you with every part of your photography business, and we can’t wait to help you succeed!

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