The client book that notices before you do
A list of names doesn't book anything. This CRM watches the calendar for you: who's due back, who's drifting, whose birthday is coming, which inquiry never said yes. Every one lands in front of you with the next step attached.
One book, three timelines
The past: win them back
Last season's families and weddings get flagged the moment they're due again, with a win-back offer one tap away.
The present: deliver flawlessly
Contracts unsigned, balances due, galleries promised. The work in flight stays visible so nothing slips while you're behind the camera.
The future: close the maybes
Every inquiry that hasn't said yes sits in a pipeline by stage, because the difference between a full season and a thin one is who chased.
Due at six weeks. Overdue at ten.
The book runs on a clock you never have to wind.
Six weeks after a client's last session, they're due to rebook. At ten weeks, they're overdue. New clients get a 45-day grace period before anyone follows up. The filters fill themselves.
- A clock you never wind. Six weeks after the last session they are due; at ten weeks they are overdue.
- A grace period for new clients. 45 days before anyone follows up, so the first contact never feels like a chase.
- Filters that fill themselves. Nobody tags anyone. The list is right because the dates are right.
Set once · runs on its own
At-risk, caught before they drift
Ten-plus weeks overdue, or a new client gone quiet, moves to the at-risk list automatically.
Sorted by how long it's been. Reach out drafts a win-back message by hand, or the 10-week automation sends it on its own.
- Automatic at-risk list. Ten-plus weeks overdue, or a new client gone quiet, moves across on its own.
- Sorted by how long it’s been. The coldest relationships sit at the top where they belong.
- Win-back, by hand or on its own. Draft the message yourself, or let the 10-week automation send it.
Reach out by hand, or let it run
The personal touch, on schedule
Upcoming birthdays surface on the dashboard, next to the photographer who knows the client.
The note that keeps a client for life takes thirty seconds instead of a memory you don't have. It's its own filter too, so nothing depends on remembering.
- Birthdays on the dashboard. Surfaced next to the photographer who actually knows the client.
- Thirty seconds, not a memory. The note that keeps a client for life stops depending on you remembering.
- Its own filter. Work the whole month’s list in one sitting if that suits you better.
The maybes, in a pipeline
Every inquiry moves through New, Contacted, and Booked.
A quote that stalled isn't lost. It's sitting in a column, asking to be chased, with the book rate on the wall.
- New, contacted, booked. Every inquiry sits in a column instead of in your head.
- Stalled quotes stay visible. A quote that went quiet is asking to be chased, not quietly lost.
- The book rate on the wall. How many maybes turn into sessions, as a number.
Where every inquiry sits, right now
Rebook health, per photographer
Every photographer's book gets a health read: booked or recent, against due or overdue.
The owner sees it across the whole roster, so “how's Sasha's book?” has a number, not a feeling.
- A health read per book. Booked or recent, measured against due or overdue.
- The whole roster at once. The owner sees every photographer’s book side by side.
- A number, not a feeling. “How is Sasha’s book?” has an answer you can act on.
Money and gallery signals, same list
A payment gone overdue and a gallery about to expire are rebooking moments too.
Both surface before the client has to ask. Purchases stay downloadable after a gallery closes, so the call is never awkward.
- Overdue payments surface. An unpaid invoice is a rebooking moment too, not just an accounting one.
- Expiring galleries surface. You reach out before the client notices the link stopped working.
- The call is never awkward. Purchases stay downloadable after a gallery closes, so nothing is held hostage.
The rebook clock, start to finish
Session completed
The gallery ships, the invoice settles, and the clock starts quietly.
Due to rebook
They appear in the Due filter. The note that says “let's book again” writes itself from their history.
At-risk
Promoted to the at-risk list. If the win-back automation is on, the message sends itself.
Back on the calendar
The flag clears, and their photographer's rebook health ticks up.
The whole client book
Everything in the client book.
The rebooking engine, listed out. Nothing here needs tagging, tending, or remembering.
The rebook clock
- Due at six weeksCounted from the last session, automatically.
- Overdue at tenThe list moves them across without being asked.
- 45-day grace for new clientsFirst contact never lands as a chase.
- Per-industry timing180 days for photography, not a salon’s six weeks.
Catching drift
- At-risk listTen-plus weeks overdue, or a new client gone quiet.
- Sorted by how coldLongest silence sits at the top.
- Win-back messagesDraft by hand or let the 10-week automation send it.
- Open inquiriesAnyone who asked and never got an answer.
The personal touch
- BirthdaysSurfaced next to the photographer who knows them.
- AnniversariesThe year-on reminder that earns the next session.
- Its own filterWork a whole month’s list in one sitting.
Pipeline
- New, contacted, bookedEvery inquiry in a column, not in your head.
- Stalled quotes stay upAsking to be chased rather than quietly lost.
- Book rateHow many maybes became sessions, as a number.
Health & signals
- Per-photographer healthBooked or recent against due or overdue.
- Whole-roster viewEvery book side by side for the owner.
- Overdue paymentsAn unpaid invoice is a rebooking moment too.
- Expiring galleriesReach out before they notice the link stopped.
The questions we get
Straight answers, before you have to ask.
Is any of this automatic?
The flags all are: due, overdue, at-risk, birthdays, and the pipeline maintain themselves. Sending is your call. Reach out by hand from any flag, or switch on the 10-week win-back automation and that one message goes out on its own.
What counts as “due”?
Six weeks after a client's last completed session, they're due. At ten weeks they're overdue and at-risk. Brand-new clients get a 45-day grace period first. Those are the out-of-the-box thresholds, built for how session work actually rebooks.
Does it work across a roster?
Yes. Each photographer sees their own book's flags, and the owner sees the whole studio, plus per-photographer rebook health on My Team.
Where do the inquiries come from?
Your website's booking form feeds the pipeline directly, and DMs or walk-up inquiries can be logged in seconds. Either way, they land in New with the client's details attached.
Start with the client book.
Studio · per month, billed annually