Getting Started
Portal Setup
Forms & Booking
Sessions & Projects
Quotes & Documents
Communication & Automation
Galleries & Delivery
Billing & Reporting
Troubleshooting
Building Photographer Questionnaires
Create session-type-specific questionnaires so every booking collects the right details before you ever arrive on set.
In photographer mode, forms are tied directly to session types. That means you are not building one giant generic questionnaire. You are building the right questionnaire for the kind of session being booked.
Where to Start
- Create or open a session type.
- Go to the form builder from the session type or Forms screen.
- Build the questionnaire around that exact session.
Best Fields for Photography Workflows
- Session goals
- Location preference
- Date flexibility
- Wardrobe notes
- Shot list priorities
- Family or attendee names
- Accessibility considerations
- Inspiration links
- File upload for reference images
Use Conditional Logic
If a client selects a specific location type, outfit count, or group size, show only the follow-up fields that matter. This keeps the form detailed without feeling bloated.
Contract and Payment Settings
Photographer forms can inherit session type payment settings like retainer requirements. If the session type requires a contract, design your questionnaire so the information gathered earlier makes the contract step easier, not harder.
Recommended Step Structure
- Client info
- Session details
- Preferences and expectations
- Files or reference uploads
- Final confirmation
Common Mistakes
- Using the same questionnaire for every session type
- Asking for information that should live in a contract instead
- Forgetting to preview required-field behavior
- Not testing the booking link for that session type after saving
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