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
• 🎥 Sending emails from Light Blue
• Harnessing the power of contact forms
• Light Blue's powerful online contracts
• Keeping an eye on your profit by recording your spending with Purchases
• Setting up Light Blue (webinar)
• Home screen widget types
• The Home screen - a customisable dashboard
• 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?
• How many emails 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
• Shoot statuses
• Mastering your workflow
• 🎥 Tagging your contacts & shoots
• 🎥 Using shoot requests
• 🎥 Using shoot schedules
• 🎥 Custom fields
• 🎥 Linking pictures to shoots
• 🎥 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)
• Rescheduling Shoots
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Contacts

• Adding new contacts
• 🎥 Grouping contacts together
• 🎥 Tagging your contacts & shoots
• 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
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Emails

• 🎥 Sending emails from Light Blue
• 🎥 Tracking email opens & clicks
• Using message templates
• Mastering your workflow
• How to customise your @lightbluecustomermail.com email address
• 🎥 Sending emails to your Light Blue account
• 🎥 Scheduling emails and text messages to be sent later
• 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?
• Tips for sending emails to lots of contacts
• Using Light Blue's email features (webinar)
• What mail-merge tags can I use when I do a mail-merge from Light Blue?
• Adding images to your emails
• How many emails can I send via Light Blue?
• Workflow bundle for managing client expectations for delivery timescales
• Email template masterclass
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Text messaging

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

• Managing your company's finances with Light Blue (webinar)
• 🎥 Creating a sale
• 🎥 Turning a sale into an invoice
• Marking an invoice 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 spending with Purchases
• Setting up online payment options
• 🎥 Publishing invoices for online payment
• 🎥 A detailed look at payment schedule templates
• Managing voucher sales with Light Blue (webinar)
• Forms, contracts and online invoice payment (webinar)
• 🎥 Adding branding to printed/PDF invoices, quotes, and receipts
• 🎥 Creating an invoice from a quote
• 🎥 Issuing a credit note
• Refunding a paid invoice
• 🎥 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
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Branding

• 🎥 Adding branding to printed/PDF invoices, quotes, and receipts
• 🎥 Adding your branding to Light Blue's client portal
• Styling your client portal, and embedding forms in your own website (webinar)
• 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
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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)
• Home screen widget types
• The Home screen - a customisable dashboard
• 🎥 Building a Home screen layout to track your editing pipeline
• Managing your work using Task Categories
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Forms & questionnaires

• Harnessing the power of contact forms
• Using forms & questionnaires
• 🎥 Online forms
• 🎥 Embedding Light Blue's forms & scheduling calendars in your website
• 🎥 Adding your branding to Light Blue's client portal
• Styling your client portal, and embedding forms in your own website (webinar)
• Forms, contracts and online invoice payment (webinar)
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Contracts

• Light Blue's powerful online contracts
• 🎥 Contracts overview
• 🎥 Contract templates
• 🎥 An in-depth look at contract signing
• 🎥 Adding your branding to Light Blue's client portal
• Forms, contracts and online invoice payment (webinar)
• What mail-merge tags can I use when I do a mail-merge from Light Blue?
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Scheduling calendars

• Online scheduling calendars
• Using scheduling requests to book events for existing clients
• Using Zoom with Light Blue
• 6 ways to streamline your business with a scheduling calendar [masterclass/webinar]
• Setting up Scheduling Calendars for Christmas Mini Sessions
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Calendars

• 🎥 The built-in calendar
• 🎥 Publishing events to Google Calendar
• 🎥 Publishing to an events calendar on your Mac
• 🎥 Using calendar feeds to share your Light Blue events
• Linking a Google account to Light Blue
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Reporting

• Using Light Blue's querying and reporting tools (webinar)
• 🎥 Charts
• How do the tax reports in Light Blue work?
• Home screen widget types
• The Home screen - a customisable dashboard
• Using queries to find information
• 🎥 Learn to see your business differently with Light Blue's Home screen [webinar]
• 🎥 Building a Home screen layout to track your editing pipeline
• Shining a light on your data with Light Blue [webinar]
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Mobile apps

• Light Blue for iOS (webinar)
• 🎥 Setting up the Light Blue iOS app
• 🎥 Contacting clients from the Light Blue iOS app
• 🎥 Using the calendar and task manager in the Light Blue iOS app
• 🎥 Publishing contracts and forms from the Light Blue iOS app
• 🎥 Publishing invoices for online payment from the Light Blue iOS app
• 🎥 Keeping track of mileage and purchases in the Light Blue iOS app
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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 feeds to share your Light Blue events
• Linking a Google account to Light Blue
• 🎥 Publishing events to Google Calendar
• 🎥 Using mail-merge documents
• 🎥 Publishing to an events calendar on your Mac
• 🎥 Publishing to the Mac Contacts app
• Getting started with Zapier & Light Blue
• Light Blue triggers for Zapier
• Light Blue actions for Zapier
• Ideas to get you started with Zapier and Light Blue
• Setting up online payment options
• Using Zoom with Light Blue
• Linking Light Blue to online galleries
• Importing orders from GotPhoto
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Other

• 🎥 Adding password protection to Light Blue
• 🎥 Trashing records
• How to set up staff, equipment & room resources
• Importing Shoots & Contacts from a CSV file (spreadsheet)
• Printing on Apple Silicon Macs
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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 / GravityForms
• 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
• Getting started with Zapier & Light Blue
• Light Blue triggers for Zapier
• Light Blue actions for Zapier
• Ideas to get you started with Zapier and Light Blue
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Installation & setup

• Using a one-time password to access your Light Blue account
• How do I add another device to my Light Blue account?
• Light Blue tells me it can't be activated because I've activated too many copies. How do I fix this?
• 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
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Webinars

• Introduction to Light Blue (webinar)
• Setting up Light Blue (webinar)
• Using Light Blue's email features (webinar)
• Setting up and using multiple brands in Light Blue (webinar)
• Task management (webinar)
• Styling your client portal, and embedding forms in your own website (webinar)
• Forms, contracts and online invoice payment (webinar)
• Managing your company's finances with Light Blue (webinar)
• Using Light Blue's querying and reporting tools (webinar)
• Managing your newborn photography business with Light Blue (webinar)
• Managing voucher sales with Light Blue (webinar)
• Light Blue for iOS (webinar)
• Light Blue and the GDPR (webinar)
• Using Light Blue's API (webinar)
• Text messaging
• 🎥 Learn to see your business differently with Light Blue's Home screen [webinar]
• 🎥 Building a Home screen layout to track your editing pipeline
• 🎥 Mastering your portrait photography workflow [webinar]
• Enquiry Management Masterclass
• Email template masterclass
• 6 ways to streamline your business with a scheduling calendar [masterclass/webinar]
• Shining a light on your data with Light Blue [webinar]
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