Enquiry to money in the bank, all anchored to the same client record.
Dashboard → Leads
What just happened: Everything you attach later — quotes, bookings, contracts, invoices — hangs off this lead, so the whole job stays in one place.
Dashboard → Bookings
What just happened: The booking appears on your studio calendar. Clients can also book themselves through your public booking page.
Dashboard → Quotes
What just happened: When the client accepts, the quote is marked Accepted and can be turned into an invoice without re-typing anything.
Dashboard → Invoices
What just happened: Statuses run Draft → Sent → Partial → Paid, plus Void for cancelled ones. We take 0% commission.
Worth knowing: The Outstanding and Collected this month totals ignore drafts — an invoice only counts once it's Sent.
Dashboard → Contracts
What just happened: The signed copy is stored against the job. Cancel one by setting it to Void rather than deleting it.
Dashboard → Questionnaires
What just happened: Answers are attached to the job, so shot lists and preferences sit next to the booking on the day.
Dashboard → Tasks
What just happened: Tasks sit on a board you can work through, tied to the job they belong to.
Every control on these screens, and what it does.
Everything under STUDIO MANAGER in the sidebar. All seven sections anchor to the same lead, so a job carries its enquiry, quote, booking, contract, questionnaire, invoice and tasks together.
Enquiries from your website's contact form arrive here on their own. Add a Lead adds one by hand — the button is labelled New lead · offline for exactly that case.
| Name / Email / Phone | Who they are — editable, so a typo in a submitted email or a number they gave you later can be corrected. |
| Event type | Free text — “Wedding…” is the placeholder, not a fixed list. |
| Event date | When the shoot is. |
| Location | City or venue. |
| Budget | What they said they have. |
| Source | How they found you. |
| Stage | Where they are in your pipeline. |
| Status | Their state within that stage. |
| Assigned to | Which of your team owns the conversation. |
| Message (as submitted) | Read-only: their original words, kept verbatim. |
| Notes / Notes / message | Your running notes — “Call notes, follow-ups…”. |
Worth knowing: Message (as submitted) is deliberately not editable. When you are trying to remember what someone actually asked for three months ago, an un-edited record is the point. Correcting the contact details does not touch it either — your edit is stored alongside the original submission, and the change is recorded in the lead's activity log.
| Search | One box across name, email, phone and event. |
| All stages (n) | Stage filter, with a live count. |
| List / Kanban toggle | The same leads as rows, or as a board you drag between stages. |
| Suggested tasks | One-click tasks proposed for the stage this lead just reached. See Automation below. |
Sections on a quote: Quote for · Line items · Totals · Notes.
| Client name / Client email | Who it is for. Attaching a lead prefills these. |
| Issue date / Valid until | When you sent it and when the price stops standing. |
| Quote currency | Per quote, defaulting to the currency in Settings → Payments. |
| Line items | Description, quantity, rate — add as many as you need. |
| Discount / GST (%) / Subtotal / Tax / Total | Computed as you type. |
| Notes | “Scope, terms, what's included, etc.” — the part clients actually read. |
| Mark sent | Moves it out of draft. |
| Accepted | The client accepted. |
| Void | Cancelled. Preferred over deleting, so the history survives. |
| View invoice | Appears once the quote has become one. |
Sections: Bill to · Line items · Totals · Payments · Notes.
| Client name / Client email / Bill to | Who owes it. |
| Issue date / Due date | Dates on the document. |
| Invoice currency | Per invoice. |
| Line items / Discount / GST (%) / Subtotal / Total | The arithmetic, live. |
| Paid / Balance | What has come in and what is still out. |
| Record a payment | Amount, Method, and a Reference (optional) — “Txn id / cheque no.”. This is how cash and bank transfers get logged. |
| Mark sent | Out of draft, and the client's pay page goes live. |
| Void | Cancelled without erasing it. |
| Status | Draft → Sent → Partial → Paid, plus Void. |
Worth knowing: Outstanding and Collected this month on the Invoices list ignore drafts. An invoice you have written but not sent is deliberately invisible to those totals — otherwise your figures would count money nobody has been asked for.
| Business name (shown on invoices) | Your studio's legal or trading name. |
| GSTIN (optional) | Printed on the document when set. |
| Default currency | Used for new invoices and quotes. |
| Razorpay Key ID / Key Secret | Turns on online card and UPI collection. Payments made this way update the invoice status by themselves. |
| UPI ID / Bank details | Manual transfer details, printed for the client to pay against. These you reconcile yourself with Record a payment. |
Worth knowing: We take no commission on either route. Razorpay's own fees apply to the online route; the manual route costs nothing and simply relies on you recording what lands.
| Template / Blank contract | Start from one of your saved templates, or from nothing. |
| No lead | The dropdown's option for a contract not attached to a job. |
| Title / Agreement | The name, and the body text you can edit freely. |
| Send | Publishes the client's signing link and notifies them. |
| Mark as sent | For when you sent it another way but want the record straight. |
| Status | Draft · Sent · Signed · Declined · Void. |
Worth knowing: Contracts → Templates is where the reusable wording lives. Write your standard agreement once there and every new contract starts from it.
| Template / Empty questionnaire | A saved intake form, or start from scratch. |
| Link to a lead (optional, prefills client) | Attaching a lead saves re-typing their details. |
| Send / Mark as sent | As with contracts. |
| Awaiting response | The state between sending and their answers arriving. |
| Status | Draft · Sent, then answered. |
Worth knowing: Questions can be conditional — a question that only appears when an earlier answer calls for it. Use it to keep a long intake form short for the client who does not need the long version.
| Title | “e.g. Wedding — Aisha & Rohan”. |
| Client name / Client email | Who it is for. |
| Event type / Package | “Wedding, Portrait…” and “Gold, Half-day…”. |
| Location | Venue or city. |
| Starts / Ends | Date and time. This is what places it on the calendar. |
| Linked lead | Ties the booking to the enquiry it came from. — None — if it stands alone. |
| Status | Where the booking stands. |
| Notes | Anything the day needs. |
Worth knowing: Clients can also book themselves through your public booking page, and those arrive here the same way. A booking marked From a lead carries the whole enquiry history with it.
| Title / Type | What it is. |
| When (date & time) | Due point. |
| Priority | Low · Normal · High. |
| Status | Where it is. |
| Assigned to | Which teammate. |
| Location | Where, if it matters. |
| Linked to lead | The job it belongs to. |
| Notes | Detail. |
| Templates | The automation rules below. |
The one place in Studio Manager that does something without you asking. It is worth understanding because it is also the fastest thing to set up.
The word suggested is exact. A rule does not silently create work; it offers the task on the lead, and you accept it in one click. Nothing appears on your board that you did not agree to.
Changes save automatically — there is no save button on this page.
| When a lead reaches <stage> | The trigger. (any status) matches every status within that stage. |
| Suggested task | What to propose — “e.g. Call back within 24h”. |
| Type | What kind of task it creates. |
| Delete rule | Removes it. |
Tell us the screen you're on and what you expected to happen — that's usually enough for us to spot it straight away.
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