Qualify the request with a brief
Ask about image use, people, location and the intended result. A headshot booking and an event commission need different preparation. Define the deliverables and permissions in the appropriate agreement before accepting the job.
Prepare around the appointment
Create the service and collect preparation details through intake. Check the references, schedule and location arrangements. Keep a contingency for weather or access when relevant rather than burying it in informal messages.
Keep business steps connected
Use the client record for the booking details and payment requests. When you reschedule, make sure the client sees the current arrangement. Track your editing and backup work using the tools that fit your production process.
Deliver according to the agreement
Use clear final filenames and download instructions. If selection galleries, print sales or advanced proofing are essential, assess those requirements explicitly rather than assuming every booking platform supplies them. Match any new in-app review claims to the released feature.
YOUR NEXT STEP
A checklist you can use
Use it here or save a plain-text copy. Your selections stay in this page only.
Questions & answers
Where should I start in EZ Customers?
Create the service and its booking details, then attach an intake form for the information needed before the appointment. Test the journey with fictional information before sharing it with clients.
Do I need every feature for my first service?
No. Start with the booking and client information you need. Add payment requests, file delivery or team tools when the service calls for them, and check the relevant plan.
Sources & editorial method
Prepared by EZ Customers from official provider pages and public question research. Provider descriptions are a dated selection, not a ranking, endorsement or first-hand review. Planning checklists and worked examples are original editorial material; they are not treatment instructions, legal templates or proof of professional qualification. Confirm current intake, pricing, campus, stock and eligibility directly. No affiliate links or paid placements are included.
- EZ Customers — business features ↗ · checked 2026-09-25
- Nikon — portrait learning resources ↗ · checked 2026-09-25