---
title: Account Setup Checklist (North American Customers)
description: Help Center
---

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1. [Help Center](https://help.gotphoto.com/en/support?hsLang=en)
2. [Getting Started](https://help.gotphoto.com/en/support/getting-started?hsLang=en)
3. [One-Time Settings](https://help.gotphoto.com/en/support/getting-started?hsLang=en#one-time-settings)

September 1, 2026

# Account Setup Checklist (North American Customers)

![Checklist applies to North American customers only](https://help.gotphoto.com/hubfs/gotphoto-migration/sMYXm4OxbnQaXfB107t4vRXhozNzkG4dTA.png)  This article is relevant to North American customers only. To view the UK Account Setup Checklist, [click here](https://help.gotphoto.com/en/support/account-setup-checklist-uk-customers?hsLang=en). 

**Table of contents**

- [Overview](https://help.gotphoto.com/en/support/account-setup-checklist-north-american-customers#fd-overview)
- [Initial account settings](https://help.gotphoto.com/en/support/account-setup-checklist-north-american-customers#Initial-account-settings)
- [Additional configurations](https://help.gotphoto.com/en/support/account-setup-checklist-north-american-customers#Additional-configurations)
- [The takeaway](https://help.gotphoto.com/en/support/account-setup-checklist-north-american-customers#The-takeaway)

### **Overview**

**Welcome to GotPhoto!** We're so happy to have you on board and can’t wait for you to discover everything our platform has to offer.

We know you're eager to get started, so we've created this quick checklist for adjusting the most important settings when starting out. Once configured, these settings will apply to all your future Photo Jobs.

Each step includes a link to an article for detailed guidance. You can return to this checklist anytime as you progress.

### **Initial account settings**

Start with these core configurations to ensure your account functions smoothly from day one.

1. 1[Set up your invoices](https://help.gotphoto.com/en/support/set-up-your-invoices-north-american-customers?hsLang=en)
2. 2[Adjust account settings](https://help.gotphoto.com/en/support/the-general-account-settings-page?hsLang=en)
3. 3[Connect Stripe Express](https://help.gotphoto.com/en/support/set-up-stripe-express?hsLang=en)
4. 4Add your [Terms & Conditions](https://help.gotphoto.com/en/support/set-your-terms-and-conditions?hsLang=en) and [Privacy Policy](https://help.gotphoto.com/en/support/add-your-privacy-notice?hsLang=en)
5. 5[Customize your shop](https://help.gotphoto.com/en/support/customize-your-online-shop?hsLang=en)
6. 6[Activate your lab(s)](https://help.gotphoto.com/en/support/activate-your-lab-partner-in-gotphoto-north-american-customers?hsLang=en)
7. 7[Set up your text message (SMS) settings](https://help.gotphoto.com/en/support/set-up-your-text-message-sms-settings?hsLang=en)
8. 8[Set your email settings](https://help.gotphoto.com/en/support/the-communication-settings-pages?hsLang=en)
9. 9[Adjust shipping settings](https://help.gotphoto.com/en/support/the-shipping-settings-page?hsLang=en)
10. 10[Personalize your watermark](https://help.gotphoto.com/en/support/add-a-watermark?hsLang=en)

### **Additional configurations**

To fully prepare for running Photo Jobs, we recommend setting up the following elements:

- [Create product packages](https://help.gotphoto.com/en/support/create-a-product-package?hsLang=en)
- [Create price lists](https://help.gotphoto.com/en/support/create-and-manage-price-lists?hsLang=en)
- [Create automated campaigns](https://help.gotphoto.com/en/support/set-up-automated-campaigns-in-gotphoto?hsLang=en)

Ready to set up your first Photo Job? [Click here to get started](https://help.gotphoto.com/en/support/planning-phase-checklist?hsLang=en).

### **The takeaway**

Completing your account setup will streamline your workflow and ensure your GotPhoto experience starts off strong. Bookmark this checklist for quick access anytime you need to revisit your settings.

- [Getting Started](https://help.gotphoto.com/en/support/getting-started?hsLang=en#main-content)

    - [One-Time Settings](https://help.gotphoto.com/en/support/getting-started?hsLang=en#one-time-settings)
    - [Price Lists and Product Packages](https://help.gotphoto.com/en/support/getting-started?hsLang=en#price-lists-and-product-packages)
    - [Your Online Shop](https://help.gotphoto.com/en/support/getting-started?hsLang=en#your-online-shop)
    - [Communication With Customers](https://help.gotphoto.com/en/support/getting-started?hsLang=en#communication-with-customers)
    - [Upselling Options](https://help.gotphoto.com/en/support/getting-started?hsLang=en#upselling-options)
    - [Navigation](https://help.gotphoto.com/en/support/getting-started?hsLang=en#navigation)
- [How-To's](https://help.gotphoto.com/en/support/how-tos?hsLang=en#main-content)

    - [Review Phase](https://help.gotphoto.com/en/support/how-tos?hsLang=en#review-phase)
    - [Sales Phase](https://help.gotphoto.com/en/support/how-tos?hsLang=en#sales-phase)
    - [Workflow Guides for Specific Scenarios](https://help.gotphoto.com/en/support/how-tos?hsLang=en#workflow-guides-for-specific-scenarios)
    - [Planning Phase](https://help.gotphoto.com/en/support/how-tos?hsLang=en#planning-phase)
    - [Picture Day Phase](https://help.gotphoto.com/en/support/how-tos?hsLang=en#picture-day-phase)
    - [Manage your Account](https://help.gotphoto.com/en/support/how-tos?hsLang=en#manage-your-account)
- [GotPhoto's Editing Services](https://help.gotphoto.com/en/support/gotphotos-editing-services?hsLang=en#main-content)

    - [GotPhoto's Editing Services](https://help.gotphoto.com/en/support/gotphotos-editing-services?hsLang=en#gotphotos-editing-services)
- [Sports Graphics Creation Service by Next Gen](https://help.gotphoto.com/en/support/sports-graphics-creation-service-by-next-gen?hsLang=en#main-content)

    - [Next Gen](https://help.gotphoto.com/en/support/sports-graphics-creation-service-by-next-gen?hsLang=en#next-gen)
- [Entagged & GotPhoto Tagging App](https://help.gotphoto.com/en/support/entagged-gotphoto-tagging-app?hsLang=en#main-content)

    - [Master Entagged with Comprehensive Tutorials.](https://help.gotphoto.com/en/support/entagged-gotphoto-tagging-app?hsLang=en#master-entagged-with-comprehensive-tutorials)
    - [Entagged Troubleshooting](https://help.gotphoto.com/en/support/entagged-gotphoto-tagging-app?hsLang=en#entagged-troubleshooting)
    - [GotPhoto Tagging App](https://help.gotphoto.com/en/support/entagged-gotphoto-tagging-app?hsLang=en#gotphoto-tagging-app)
- [Business & Growth](https://help.gotphoto.com/en/support/business-growth?hsLang=en#main-content)

    - [Stripe & Accounting Resources](https://help.gotphoto.com/en/support/business-growth?hsLang=en#stripe-accounting-resources)
    - [Best practices](https://help.gotphoto.com/en/support/business-growth?hsLang=en#best-practices)
    - [Webinars](https://help.gotphoto.com/en/support/business-growth?hsLang=en#webinars)
    - [Templates and Downloads](https://help.gotphoto.com/en/support/business-growth?hsLang=en#templates-and-downloads)
    - [GotPhoto Referral Program](https://help.gotphoto.com/en/support/business-growth?hsLang=en#gotphoto-referral-program)
    - [UK Materials](https://help.gotphoto.com/en/support/business-growth?hsLang=en#uk-materials)
- [Troubleshooting](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#main-content)

    - [Uploading Photos](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#uploading-photos)
    - [Customer-Facing Issues](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#customer-facing-issues)
    - [Access Codes](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#access-codes)
    - [Managing Names Lists](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#managing-names-lists)
    - [Customer Outreach](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#customer-outreach)
    - [Customizing Your Shop](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#customizing-your-shop)
    - [Your Account](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#your-account)
    - [Price Lists](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#price-lists)
    - [Student Data Export](https://help.gotphoto.com/en/support/troubleshooting?hsLang=en#student-data-export)
- [DIY Sports Graphic Creation & Group Composites](https://help.gotphoto.com/en/support/diy-sports-graphic-creation-group-composites?hsLang=en#main-content)

    - [Workflow Resources: QSuite, Pixnub & Team Photo Composite](https://help.gotphoto.com/en/support/diy-sports-graphic-creation-group-composites?hsLang=en#workflow-resources-qsuite-pixnub-team-photo-composite)

- [GotPhoto North America](https://www.gotphoto.com/) 
    - [T&Cs US](https://www.gotphoto.com/gtc-us/)
    - [T&Cs Canada](https://www.gotphoto.com/gtc-ca/)
    - [Privacy Policy US](https://www.gotphoto.com/data-privacy-policy-us/)
    - [Privacy Policy Canada](https://www.gotphoto.com/data-privacy-policy-ca/)
    - [DPA US](https://www.gotphoto.com/dpa-us/)
    - [DPA Canada](https://www.gotphoto.com/dpa-ca/)
    - [TOMs & sub-processors US](https://www.gotphoto.com/toms-and-sub-processors-us/)
    - [TOMs & sub-processors Canada](https://www.gotphoto.com/toms-and-sub-processors-ca/)
- [GotPhoto UK](https://www.gotphoto.co.uk/) 
    - [T&C UK](https://www.gotphoto.co.uk/gtc/)
    - [Privacy Policy UK](https://www.gotphoto.co.uk/data-privacy-policy/)
    - [DPA UK](https://www.gotphoto.co.uk/dpa/)
    - [TOMs & Sub-Processors UK](https://www.gotphoto.co.uk/toms-and-sub-processors/)
- [Cookie Declaration](https://app.gotphoto.com/cookie_declaration)

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### GotPhoto North America

**Customer Care**

![USA](https://help.gotphoto.com/hs-fs/hubfs/undefined-1.png?width=20&name=undefined-1.png) +1 646-362-5100

![Kanada](https://help.gotphoto.com/hs-fs/hubfs/undefined.png?width=20&name=undefined.png) +1 365-809-1810

SupportUS@gotphoto.com

Support Hours:  
Monday – Friday  
9am – 7pm ET

### GotPhoto UK

**Customer Care**

+44 (0) 20 8068 8571

service@gotphoto.co.uk

Support Hours:  
Monday – Friday  
9am – 5pm GMT

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