How should I get started with my Proofing?
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Friday, December 04, 2015 1:41PM
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PhotoBiz Proofing is a powerful tool for photographers who want to share images with their clients. When you open your Proofing tool for the first time, there are a few things we recommend doing to get your Proofing set up. You can always tweak these settings whenever you like, but the list below will help you get ready to use your Proofing tool with clients. 

1. Add logo

It is important to brand your Proofing tool for consistency with clients. The most prominent piece of your branding is your logo. You can upload your logo by clicking on the design tab and then logo

Click here for step by step instructions on uploading your logo to Proofing.

2. Design

Other aspects of the design tab we recommend looking at are the layout and themes sections. The layout controls allow you to choose between three options: square, rectangle, or pinboard. The theme allows you to choose an icon style, then customize the colors if needed.

Click here for help with layouts

Click here for help with themes

3. Settings

In addition to adding your logo and customizing the design, there are a few other settings you may need to tweak before you're ready to start sharing images with your customers. Follow the links below for more information about the settings section of the Proofing control panel:

Change how your company name is displayed

Create a link from proofing back to your website

Upload a custom watermark

4. Add Events

Now it's the moment you've been waiting for– it's time to set up slideshows for your clients to view their images. To get started, go to the events tab in your Proofing and click on new event. If you have different categories of clients (e.g., Seniors, Families, Newborns), you can set up these categories first to help you stay organized.

For step by step instructions on setting up events, click here.

5. Share and link to your website

After your event(s) are uploaded, it's time to share them with your clients! You also may want to add a link on your main website to your proofing page so it's easy for clients to access their images if they happen to lose a link you send them.

Click here to learn how to share your events. Click here to learn about how to use proofing to turn 1 client into 100 clients!

Click here to learn how to link proofing to your main site.

 

For more on using Proofing, click here for business tips & recommendations.

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