Studio
Inquiries, bookings, deposits, and reminders
Design a calm client path from first inquiry to confirmed session without pretending every conversation can be automated.
What you should take away
- Managed-site inquiries arrive with source, contact details, service, consent evidence, status, and timestamps.
- Availability booking prevents double booking transactionally.
- Contracts, deposits, and complex CRM reminder automation are not included.
- Sensitive, unusual, or high-value client conversations should remain reviewable by a person.
Create a visible booking path
Define the stages
Use a small number of meaningful stages such as new inquiry, qualified, consultation, proposal sent, booked, session complete, delivered, and follow-up. A stage should tell you what needs to happen next.
Capture only useful information
Ask enough to assess fit and respond personally, but avoid turning the first inquiry into an exhausting questionnaire. Sensitive client information needs documented handling and access controls.
Use the connected lead and appointment workflow
A managed site submits each inquiry to the correct workspace. Studio keeps source, contact details, service, consent evidence, status, notes, and timestamps. Open availability can create an appointment, and Studio can confirm, reschedule, or cancel it.
Use automation without losing judgment
Automate predictable reminders
Session reminders, outstanding-form prompts, and other stable notices can be good candidates after the language and trigger have been tested.
Review nuanced replies
Pricing objections, complaints, accessibility needs, sensitive family circumstances, and unusual requests deserve a photographer's judgment even when Patsy helps prepare the response.
Confirm fees and settlement
Appointment booking does not collect a deposit in this release. Contracts, deposits, invoices, settlement, refund handling, and complex CRM automations require a separate supported system.