Tutorial

Managing Clients After Booking

Once a lead is booked, everything lives on the client page — documents, gallery, notes, team, invoices, and communication history.

Written guide · 5 min

Fstop CRM client management

How client management works in fstop

From lead to client

When you book a lead, they move to your Clients page. All their inquiry details, emails, and notes carry over automatically.

The client detail page

Everything about a client lives in one place. Tabs across the top give you quick access to documents, gallery, notes, team, and more.

Documents tab

Contracts, questionnaires, and any files associated with the client. See signing status at a glance. Resend or create new documents in one click.

Gallery delivery

Upload and deliver galleries directly through fstop. Clients access their gallery through the portal — no separate gallery platform needed for basic delivery.

Notes

Private notes for you and your team. Jot down details from consultations, shot list preferences, or anything you want to remember on the day.

Team

Assign second shooters or assistants to the client. Everyone on the team can see the client details, timeline, and notes.

Invoices and payments

See every invoice, payment status, and balance at a glance. Send reminders or create new invoices without leaving the client page.

Communication log

Every email sent through fstop is logged on the client page. Full history of your communication so nothing gets lost.

Key Takeaways

What you can do with client management

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Everything in one place

Documents, gallery, notes, invoices, and communication — all on one page.

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Team collaboration

Assign team members and share client details so everyone shows up prepared.

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Complete history

Every email, contract, and payment is logged so you never lose context.

Ready to organize your client workflow?

Try fstop free for 7 days.