Getting started

• Setting up workflows for portrait photographers

  • Portrait Workflow Course - Overview & Module 1: Downloading and installing the templates
  • Portrait Workflow Course - Module 2: Template overview
  • Portrait Workflow Course - Module 3: Shoot Date Workflow
  • Portrait Workflow Course - Module 4: Confirmation Workflow
  • Portrait Workflow Course - Module 5: Enquiry Workflow
  • Portrait Workflow Course - Module 6: Viewing Session Workflows
  • Portrait Workflow Course - Module 7: Production Collection Workflows
  • Portrait Workflow Course - Module 8: How the Workflows actually work
  • Portrait Workflow Course - Module 9: Adapting for other Shoot Types
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• Getting started with Light Blue
• Getting off to a good start with Shoots & Contacts
• Emails: using Light Blue to send them
• Light Blue’s Forms: using them as a contact Form on your website
• Light Blue's powerful online contracts
• Keeping an eye on your profit by recording your business expenditure with Purchase Records
• Light Blue's Home Screen: what are the different Widget Types
• Light Blue's Home Screen: a detailed look
• Setup & migration service
• How to start using Light Blue as a diary
• Taking your next steps
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FAQs

• What mail-merge tags can I use when I do a mail-merge from Light Blue?
• Can Light Blue work with my currency (US Dollars, Euros, Australian Dollars, etc.?)
• What are the minimum system requirements for running Light Blue?
• How many characters can be sent for one text message credit?
• If I want to back up my Light Blue data, what should I back up?
• What other services can Light Blue integrate with?
• Emails: how many can I send via Light Blue?
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Shoots

• Getting off to a good start with Shoots & Contacts
• 🎥 Overview of a shoot record
• 🎥 Shoot types
• Shoots: the different statuses
• Mastering your workflow
• Using Tags in Shoot and Contact Records
• 🎥 Using shoot requests
• 🎥 Using shoot schedules
• 🎥 Custom fields
• 🎥 Linking images to Shoot Records
• 🎥 Merging records together
• 🎥 Adding meetings & appointments
• Adding a workflow to several records at once
• Using workflows to send automated messages to your clients
• When is it useful to use a "shoot confirmation" workflow?
• Importing Shoots & Contacts from a CSV file (spreadsheet)
• Shoots: how to reschedule them
• Importing your Fundy orders into Light Blue
• Importing your ProSelect orders into Light Blue
• Shoots: how to quickly book them via the Calendar view
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Contacts

• Adding new contacts
• 🎥 Grouping contacts together
• Using Tags in Shoot and Contact Records
• Getting off to a good start with Shoots & Contacts
• 🎥 Merging records together
• Importing from the Mac's Contacts application
• 🎥 Publishing to the Mac Contacts app
• 🎥 Custom fields
• Zapier: adding a specific set of contacts to your mailing list
• Working with corporate clients
• Zapier: adding Facebook Lead Ads data to Light Blue
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Emails

• Emails: using Light Blue to send them
• 🎥 Emails: tracking opens & clicks
• Using templates for email and text messages
• Mastering your workflow
• Emails: how to customise your @lightbluecustomermail.com email address
• Emails: forwarding them to your Light Blue account
• 🎥 Scheduling emails and text messages to be sent later
• Emails: adding your own outgoing email server to your Light Blue account
• Dealing with bounced emails
• How can I send an email to lots of contacts?
• What mail-merge tags can I use when I do a mail-merge from Light Blue?
• Emails: adding images to them
• Emails: how many can I send via Light Blue?
• Workflow bundle for managing client expectations for delivery timescales
• Zapier: adding a specific set of contacts to your mailing list
• Zapier: creating zaps to update a contact's mailing list preferences
• Emails: how to send documents like PDFs, guides & brochures to clients
• Zapier: adding Facebook Lead Ads data to Light Blue
• Emails: how to make them stand out
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Text messaging

• Sending text messages
• Using templates for email and text messages
• How many characters can be sent for one text message credit?
• 🎥 Scheduling emails and text messages to be sent later
• Mastering your workflow
• What mail-merge tags can I use when I do a mail-merge from Light Blue?
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Finances

• 🎥 Creating a sale
• 🎥 Invoices: creating one from a sale
• Invoices: marking as paid
• 🎥 Creating a quote
• 🎥 Payment schedules
• 🎥 Automated payment reminders
• Adding a discount to a sale or quote
• Accepting and rejecting quotes
• Adding a booking fee to a quote
• 🎥 Price lists
• 🎥 Setting up VAT and sales tax
• Keeping an eye on your profit by recording your business expenditure with Purchase Records
• Setting up online payment options
• 🎥 Invoices: publishing for online payment
• 🎥 A detailed look at payment schedule templates
• Managing voucher sales with Light Blue (webinar)
• 🎥 Adding your branding to printed/PDF invoices, quotes, and receipts
• 🎥 Invoices: creating one from a quote
• 🎥 Recording mileage
• Marking cheques and cash as paid in
• Making Tax Digital (MTD)
• Importing orders from GotPhoto
• Setting up Payment Schedules and terms in Light Blue
• How to export your financial data from Light Blue
• Using Light Blue to manage your finances
• Deleting a set of records in one go
• Importing your Fundy orders into Light Blue
• Importing your ProSelect orders into Light Blue
• Invoices: issuing credit notes and refunds
• How to get data from Light Blue to Quickbooks
• How to get data from Light Blue to Xero
• Analysing Records using the List View
• Light Blue Reports
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Branding

• 🎥 Adding your branding to printed/PDF invoices, quotes, and receipts
• 🎥 Adding your branding to Light Blue's client portal
• Setting printing margins for built in templates
• How to set up your branding within Light Blue
• How to set up different brands within Light Blue
• Emails: how to make them stand out
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Task management

• Mastering your workflow
• Workflow types
• Using workflows to send automated messages to your clients
• When is it useful to use a "shoot confirmation" workflow?
• Adding a workflow to several records at once
• Task management (webinar)
• Light Blue's Home Screen: what are the different Widget Types
• Light Blue's Home Screen: a detailed look
• Light Blue's Home Screen: using it to track your post production
• Managing your work using Task Categories
• Publishing Tasks to Apple reminders
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Forms & questionnaires

• Light Blue’s Forms: using them as a contact Form on your website
• Light Blue’s Forms: using them for client questionnaires
• 🎥 Light Blue's Forms: a brief overview of how they can be used
• 🎥 Installing Light Blue’s Forms and Scheduling Calendars on your website
• 🎥 Adding your branding to Light Blue's client portal
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Contracts

• Light Blue's powerful online contracts
• 🎥 Light Blue Contracts: an overview of how they work
• 🎥 Light Blue Contracts: creating Contract Templates
• 🎥 Light Blue Contracts: an in-depth look at how they work
• 🎥 Adding your branding to Light Blue's client portal
• What mail-merge tags can I use when I do a mail-merge from Light Blue?
• Zapier: creating zaps to update a contact's mailing list preferences
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Scheduling calendars

• Scheduling Calendars
• Scheduling Calendars: using Scheduling Requests with existing clients
• Zoom: using it with Light Blue
• Scheduling Calendars: setting them up for Christmas Mini Sessions
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Calendars

• 🎥 Light Blue's built-in Calendar
• Adding Light Blue events to a Google Calendar
• Adding Light Blue events to an Apple calendar
• 🎥 Using calendar feed URLs to add Light Blue events to other calendar apps
• Linking a Google account to Light Blue
• Shoots: how to quickly book them via the Calendar view
• Using the Time Off feature
• Adding Light Blue events to an Outlook Calendar
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Reporting

• 🎥 Light Blue Charts
• How do the tax reports in Light Blue work?
• Light Blue's Home Screen: what are the different Widget Types
• Light Blue's Home Screen: a detailed look
• Using the Query tool and Quick Queries to find information in Light Blue
• 🎥 Light Blue's Home Screen: an overview [webinar]
• Light Blue's Home Screen: using it to track your post production
• Analysing Records using the List View
• Light Blue Reports
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Mobile apps

• Light Blue iOS app (webinar)
• 🎥 Light Blue iOS app: installation and overview
• 🎥 Light Blue iOS app: contacting clients from it
• 🎥 Light Blue iOS app: using the Calendar, Task Manager and Workflows
• 🎥 Light Blue iOS app: publishing Contracts and Forms
• 🎥 Light Blue iOS app: Publishing invoices for online payment
• 🎥 Light Blue iOS app: Recording mileage and purchases
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Integrations

• What other services can Light Blue integrate with?
• Use Zapier to connect Light Blue to thousands of apps
• 🎥 Using calendar feed URLs to add Light Blue events to other calendar apps
• Linking a Google account to Light Blue
• Adding Light Blue events to a Google Calendar
• 🎥 Using mail-merge documents
• Adding Light Blue events to an Apple calendar
• 🎥 Publishing to the Mac Contacts app
• Zapier: setting it up
• Zapier: Light Blue triggers
• Zapier: Light Blue actions
• Zapier: some ideas to get you started
• Setting up online payment options
• Zoom: using it with Light Blue
• Online galleries: linking Light Blue to them
• Importing orders from GotPhoto
• Zoom: how to send a meeting confirmation
• How to get data from Light Blue to Quickbooks
• How to get data from Light Blue to Xero
• Online galleries: linking Light Blue to Pic-Time
• Zapier: adding a specific set of contacts to your mailing list
• Zapier: creating zaps to update a contact's mailing list preferences
• Zapier: adding Facebook Lead Ads data to Light Blue
• Adding Light Blue events to an Outlook Calendar
• Zapier: integrating Acuity with Light Blue
• Zapier: integrating Calendly with Light Blue
• Publishing Tasks to Apple reminders
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Other

• 🎥 Adding password protection to Light Blue
• 🎥 Trashing records
• Resources: how to set up them up
• Importing Shoots & Contacts from a CSV file (spreadsheet)
• Printing on Apple Silicon Macs
• Changing the language and wording used by Light Blue in client-facing communications
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API

• An introduction to the Light Blue API
• Use Zapier to connect Light Blue to thousands of apps
• Supported API parameters
• Using the Light Blue API plugin for WordPress / Gravity Forms
• Sending data directly to the Light Blue API via HTTP POST
• Using the Light Blue API with MachForm
• Combining miscellaneous values when sending data to our API
• Importing multiple contacts via to our API
• Advanced API parameters
• Data types for sending data to our API
• Zapier: setting it up
• Zapier: Light Blue triggers
• Zapier: Light Blue actions
• Zapier: some ideas to get you started
• Zapier: integrating Acuity with Light Blue
• Zapier: integrating Calendly with Light Blue
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Installation & setup

• Creating one-time passwords
• Removing a device from your Light Blue subscription
• Can Light Blue work with my currency (US Dollars, Euros, Australian Dollars, etc.?)
• What are the minimum system requirements for running Light Blue?
• If I want to back up my Light Blue data, what should I back up?
• Setup & migration service
• Update to the 64-bit version of our Windows app
• How to set up Light Blue on a new computer
• Resources: restricting access in Light Blue for different staff members
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Webinars

• Task management (webinar)
• Managing your newborn photography business with Light Blue (webinar)
• Managing voucher sales with Light Blue (webinar)
• Light Blue iOS app (webinar)
• Light Blue and the GDPR (webinar)
• 🎥 Light Blue's Home Screen: an overview [webinar]
• Enquiry Management Masterclass
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