Updated in Light Blue 2021.1
Resources: how to set up staff, rooms and equipment
05/02/2021
This tutorial is going to show you how to set up Staff, Equipment, and Room Resources within Light Blue so that you can assign them to your Shoots, Appointments, and Tasks. Why assign Resources to Shoot and Appointments? By assigning Resources to Shoots & Appointments, not only can you keep tabs on who’s doing the […]
Read MoreSending text messages
05/02/2021
Text messages are great for reminding your customers about an upcoming Session or Appointment, or sending a quick message right from within Light Blue, such as telling them that their order is ready for collection. The first time you send a text message you’ll go through a short setup step to set the number or […]
Read MoreEmails: adding images to your emails
05/02/2021
When sending emails within Light Blue, it’s possible to include images. This is a great way of showcasing your work and making your emails look more interesting. You can add images to every type of email in Light Blue (including email templates), as well as to email signatures. The basics of adding an image To […]
Read MoreWhat mail-merge tags can I use when I do a mail-merge from Light Blue?
05/02/2021
What is a mail-merge tag? A mail-merge tag is a special piece of text between a couple of % signs that can be added to a template (like an email, text message or contract) and will be replaced with information from Light Blue when the template is used. For example, adding %ContactFirstName% within an email […]
Read MoreUsing templates for email and text messages
05/02/2021
Keeping in touch with your clients is important, but it doesn’t have to take ages! Light Blue’s email and text message templates save you time and mean that you don’t forget to say the important things. There’s no need to type the same messages out again and again, and our powerful mail-merge tags automatically personalise […]
Read More🎥 Grouping contacts together
31/01/2021
Sometimes you’ll have groups of people who come for a shoot, such as families. It’s useful to be able to add them all to a shoot as separate contacts so that you can keep track of their details (including contact details and birthdays) separately, but to group them together for communication purposes. Grouping contacts When […]
Read MoreAdding new contacts
31/01/2021
You should make a new contact record for every person or company you deal with – be they clients, potential clients, leads, or suppliers. It’s also a very good idea to make one contact record per person, and not to combine people into one contact record, for example with a first name of Jack and […]
Read MoreWhen is it useful to use a "shoot confirmation" workflow?
31/01/2021
Workflows are a list of tasks & messages that are based around a key date. Confirmation workflows for shoots It’s helpful to have tasks based around the date of a shoot in order to help you to manage the things that you need to do for the shoot, for example checking details of the shoot, […]
Read MoreMastering your workflow
31/01/2021
Introduction When you’ve only got one or two shoots in your diary, it’s easy to remember all of the important things that you need to do. However, once you’re at the stage where you’re dealing with multiple jobs that are all at different stages, keeping track of what needs to be done next can be […]
Read More🎥 Adding meetings & appointments
31/01/2021
Appointments are for when you want to keep track of meetings with your clients; for example for viewing sessions after a shoot, or pre-shoot consultations. You can add Appointments in the Activity panel of any Record in Light Blue choosing the date and time and adding any other relevant information. Appointments can also be added […]
Read More🎥 Shoot types
31/01/2021
Most of our customers shoot more than one category of job, such as weddings, portraits, or commercial work. Light Blue makes it easy to categorise your shoots into what we call “shoot types”. That’s really useful because you can use shoot types to: Find your bookings more easily by colour-coding your jobs. Categorise your work […]
Read More🎥 Overview of a shoot record
31/01/2021
Your photography business is built on the shoots that you do for clients, so Light Blue organises everything around shoots. To add a new shoot from wherever you are in Light Blue, click the “New Shoot” button in the toolbar. There’s lots of useful information on the shoot detail view, but there are a few […]
Read MoreGetting off to a good start with Shoots & Contacts
31/01/2021
Getting off to a good start with shoots & contacts Your business is built around your clients and the shoots you do for them, so they’re what Light Blue is built around too. Start getting yourself organised right away by entering your forthcoming bookings! Once your existing clients & shoots are in Light Blue, you […]
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