Video tutorial: Creating emails in Mail or Outlook

• Introducing Light Blue 8
  A quick overview of Light Blue 8.
• Sending emails from Light Blue
  How to use Light Blue's built-in emailing features.
• Using email templates and signatures
  Setting up and using email templates and signatures for use with Light Blue's built-in emailing features.
• Scheduling emails and text messages
  Subscribers to our online services can schedule emails and text messages to be sent at a later time.
• Adding your own outgoing email server to your Light Blue account
  When you're sending emails from Light Blue, you can add your own outgoing email server details so that your emails come directly from your own email account.
• Workflows: introduction
  Workflows help you to keep on top of your to-do list, as well as automate emails and text messages to your clients.
• Workflows: automated emails and text messages
  How to include automated emails and text messages in your workflows.
• Workflows: advanced options
  An in-depth look at Light Blue's advanced workflow options.
• Online contract signing: overview
  A quick introduction to Light Blue's popular online contract signing feature.
• Online contract signing: setting up your contract templates
  How to set up easy-to-use templates for our online contract signing service.
• Online contract signing: an in-depth look at all of the features
  Light Blue's online contract signing service is very simple to use when you've added your contract templates, but it also offers lots of advanced features.
• Online forms
  You can use Light Blue's online forms to create a contact form that you can embed into your own website, or to gather information from a client when they book you or in the run-up to their shoot.

• A quick overview of Light Blue
  A whistle-stop tour of how it can help you run a busy and successful photography business.
• Introduction to Light Blue 1: All about shoots
  An introduction to the most important concept in Light Blue.
• Introduction to Light Blue 2: Finances
  How to invoice your clients and keep track of what you're spending.
• Introduction to Light Blue 3: Reporting and querying
  Looking at our powerful reporting tools.

• Importing from Light Blue 1, 2 or 3
  Getting your information out of FileMaker, into Light Blue.
• Adding a device to an existing Light Blue setup
  Using our fantastic online services.

• Adding a new Shoot
  The backbone of Light Blue.
• Confirming or cancelling a Shoot
  Keeping tabs on what you're definitely doing.
• Setting up Workflows and adding them to Shoots
  Workflows help you to keep on top of your to-do list, as well as automate emails and text messages to your clients.
• All about Appointments
  Appointments can be used to book meetings, viewing sessions, or anything else that's not a shoot.
• Adding a Schedule and Requests to Shoots
  Make sure you know where you need to be and what you're doing.
• Importing pictures to a Shoot
  Helping you organise your image files.
• Linking records together
  Helping you know what's related to what.
• All about Shoot Types
  Defaults, overrides, colour coding and more.

• Keeping track of your Contacts
  All your client details, all in one place.
• Grouping Contacts together
  Helping you keep track of families and companies that you're working with.
• Contact tags
  Flagging people's interests, or those included in promotions.
• Merging records
  You can use Light Blue's 'Merge Records' command to merge duplicate contact records together.
• Importing Contacts from CSV files (spreadsheets)
  Quickly import lots of information into Light Blue.
• Importing from the Mac's Contacts application
  Quickly get information into Light Blue from your Mac.

The basics

• Creating a new Sale
  For when you want to invoice your clients.
• Creating an invoice
  A really important concept.
• Recording payments
  When your clients have paid you.
• Adding branding to the built-in templates
  Making invoices, quotes and receipts fit in with your company's branding.
• Adding a new Purchase
  Keeping tabs on what you're spending.
• Creating a new Quote
  Noting what you've said you can do, and how much it will cost.

Other financial tutorials

• Adding a booking fee (retainer) to a Quote
  For when your clients need to pay a fee to secure your services.
• Creating a Sale from a Quote
  For when your client has decided to book you.
• Accepting and rejecting Quotes
  Keeping track of what your clients have decided they want.
• Discounts on Sales and Quotes
  Numeric or percentage discounts.
• Emailing a PDF of a Quote
  So your client can decide what they want.
• How to issue a credit note
  If you're wanting to write off all or part of an invoice.
• Issuing a refund
  For when you want to give some money back to a client.
• Marking items as Capital or Inventory
  Special types of Purchase.
• Marking cheques and cash as paid in
  So you know what hasn't been paid into the bank.
• All about mileage
  Keep track of the mileage you've done, so that you can claim it as an expense.

Setup

• All about taxes
  Applying VAT or sales tax to invoices and quotes, and keeping track of the tax you've paid on your purchases.
• Price lists
  Price lists make adding items to sales or quotes quick and easy.

• Sending emails from Light Blue
  How to use Light Blue's built-in emailing features.
• Using email templates and signatures
  Setting up and using email templates and signatures for use with Light Blue's built-in emailing features.
• Scheduling emails and text messages
  Subscribers to our online services can schedule emails and text messages to be sent at a later time.
• Sending emails to your Light Blue account
  Subscribers to our online services can send emails straight to their Light Blue account, allowing you to keep a copy of all of your clients' correspondence in Light Blue.
• Adding your own outgoing email server to your Light Blue account
  When you're sending emails from Light Blue, you can add your own outgoing email server details so that your emails come directly from your own email account.
• Sending text messages
  Remind your clients about their sessions and appointments.
• Creating emails in Mail or Outlook
  Sending templated emails through Mail or Outlook.
• Importing emails from Mail or Outlook
  Keeping tabs on what you've said and to whom.

• An introduction to the Light Blue online services
  Share your information, publish contracts, forms and invoices, and more.
• Setting up the client portal
  Branding and more for your contracts, forms and invoices.
• Branding Light Blue's client portal
  You can add your own branding to the client portal that Light Blue uses to display your forms, contracts, and online invoices.
• Online contract signing: overview
  A quick introduction to Light Blue's popular online contract signing feature.
• Online contract signing: setting up your contract templates
  How to set up easy-to-use templates for our online contract signing service.
• Online contract signing: an in-depth look at all of the features
  Light Blue's online contract signing service is very simple to use when you've added your contract templates, but it also offers lots of advanced features.
• Online forms
  You can use Light Blue's online forms to create a contact form that you can embed into your own website, or to gather information from a client when they book you or in the run-up to their shoot.
• Embedding public forms into your own website
  How to use Light Blue's forms as contact forms on your own website.
• Publishing invoices for online payment
  Make it really simple for your clients to pay you.
• Setting up calendar feeds
  Get your information into other calendar programs.
• Workflows: automated emails and text messages
  How to include automated emails and text messages in your workflows.
• Workflows: advanced options
  An in-depth look at Light Blue's advanced workflow options, including automated emails and text messages.

• Setting up the Light Blue iOS app
  How to set up and use our iOS app to manage your business on the go.
• Using the calendar and task manager in the Light Blue iOS app
  Our iOS app includes a helpful built-in calendar that you can use to check your availability when you're out and about, and a task manager that allows you to manage your to-do list or set yourself reminders whenever inspiration strikes.
• Publishing contracts and forms from the Light Blue iOS app
  Being able to publish contracts and forms from our iOS app means that you can confirm bookings with clients from your iPhone or iPad, even getting them to sign a contract right there in front of you in a meeting.
• Publishing invoices for online payment from the Light Blue iOS app
  Our iOS app allows you publish invoices for payment online, so you can invoice clients when you're out and about.
• Keeping track of mileage and purchases in the Light Blue iOS app
  Recording mileage and purchases on your iPhone makes it easier to keep on top of your bookkeeping.
• Contacting clients from the Light Blue iOS app
  Our iOS app includes various different ways of contacting your clients directly from your iPhone or iPad, including placing calls, sending text messages, and sending emails.

• Finding information in Light Blue
  Quick and comprehensive tools for finding information that you've entered into Light Blue.
• The List View
  Build your own reports within Light Blue.
• Reports in Light Blue
  Our powerful built-in reporting tools.
• Charts
  Light Blue's charts section gives you a simple and powerful way of analysing your business.
• The Task Manager
  All your tasks for all your jobs, all in one place.
• Exporting information
  Getting information out of Light Blue as a spreadsheet.

• Using mail merge documents
  Use your own word processor to generate template letters.
• Setting up calendar feeds
  Get your information into other calendar programs.
• Publishing to the Mac's Calendar app
  Share your information with the calendar.
• Publishing to the Mac's Contacts application
  All your contacts in one address book.
• Publishing to Google Calendar
  Share your information with Google calendar.
• Setting up integration between Light Blue and ShootProof
  Automatically importing order information from ShootProof into Light Blue.

• The built-in calendar
  A handy day, week, month, or year view.
• All about Resources
  Staff, rooms and equipment.
• Adding password protection to Light Blue
  Your Light Blue account is protected by a username and password, but you can add an extra layer of protection by requiring a password to launch the Light Blue desktop app.
• Adding custom fields to Light Blue
  You can add custom fields to Light Blue to create places to record information that's specific to the way that you run your photography business.
• Trashing records
  Light Blue includes a 'Trash Record' feature, which can help you to avoid deleting a record by accident.
• Merging records
  You can use Light Blue's 'Merge Records' command to merge duplicate contact records together.