Planning Phase Checklist

We're thrilled to have you on board with GotPhoto, and we're here to ensure your photo jobs run seamlessly!

To help you get started, we've put together a handy checklist of tasks to set up your upcoming photo jobs. The tasks on this page are all related to the Planning Phase of your job (i.e. pre-Picture Day). 

Before you get started, make sure you've created price profile and communication profile you'd like to apply to this job. Once you create profiles and packages in your account, you can then use them for all future jobs!

The links below will lead you through the various steps for setting up your photo job.  Steps beginning with "Prepay" or "Proofing" are relevant for those job types only. 
⚠ Please note: Prepay is currently only available to North American customers. 

Job Settings Create a Photo Job   Set Up Customer Registration Choose Your Access and Tagging Method Upload Student Data into Your Photo Job  Enable Favorite Photo Selection (Optional — Use this for yearbook photo selection!) Prepay: Customize Your Prepay Settings Proofing: Add a Price Profile (Prepay price profiles are covered in Prepay settings) Create a Job Coupon (Optional — But a big sales booster!) Choose Your Shipping Method  If you've decided to use batch shipping → Set Up Batch Shipping  Set an Archiving Date Add a Communication Profile  Adjust Your Advanced Job Settings Prepay: Change Job Status to "Prepay" → Check out this article to learn how to change a job's status. Prepay: Once you are ready to start receiving prepay orders, you need to notify your customers. If you are using a communication profile, this process will be automated. But if you don't have customer contact information, you'll need to coordinate communication with the organization.

Creating QR Cards Generate QR Cards  Advanced: Editing Your QR Card Layout  Generate a Barcode List Doing a dance job? Check out this workflow to see different options for shooting subjects in multiple costumes.

Advanced Users

For those looking to take their work to the next level, check out these advanced settings and options to fine-tune your work:

Advanced: Add an SMS or Email to a Communication Profile Advanced: Create a Siblings Package Advanced: Change or Disable Photo Effects Advanced: Set Up GotPhoto's Green Screen Feature Advanced: Adding Upselling Options — Click the links below to read more about upselling opportunities: Upselling: Additional Poses Per Product Package Upselling: Discounted Prints with "Download All" Purchases Upselling: Downloads with Package Purchase Upselling: Mandatory Product Packages

Ready for the next phase? Click here to move on to the Picture Day Phase Checklist!