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Planning phase checklist

Welcome to GotPhoto!

We're thrilled to have you on board with GotPhoto, and we're here to ensure your photo jobs run seamlessly.

To help you get started, we've put together a handy checklist of tasks to set up your upcoming photo jobs. The tasks on this page are all related to the planning phase of your job (i.e., before Picture Day).

Before you begin

Make sure you’ve:

  • Created a price list
  • Set up an automated email campaign
  • Created profiles and packages (you’ll be able to reuse these for future jobs)

The links below will lead you through the various steps for setting up your photo job.
[Prepay only] Steps beginning with “Prepay” apply only to Prepay jobs.


Job settings

  1. [Start here] Create a photo job
  2. Set up customer registration
  3. Choose your access and tagging method
  4. Upload student data into your photo job
  5. [Optional] Enable favorite photo selection
  6. [Prepay only] Customize your prepay settings
  7. Add a price list to a photo job
  8. [Optional] Create a job coupon
  9. Choose your shipping method
  10. If using batch shipping → Set up batch shipping
  11. Set an archiving date
  12. Add an automated campaign to a photo job
  13. Adjust your advanced job settings
  14. [Prepay only] Change job status to "Prepay" → Learn how to change job status
  15. [Prepay only] Notify customers to start collecting prepay orders. If using an automated campaign, this happens automatically. If not, coordinate with the organization.

Woman working at a desk with a digital task list and checkmarks


Note: If you're using a tagging method that doesn’t involve QR cards (like Entagged or SpotMyPhotos), you can skip this section.

  1. Generate QR cards
  2. [Advanced] Edit your QR card layout
  3. Generate a barcode list
  4. [Dance photography] Explore workflows for shooting subjects in multiple costumes

Advanced options

Looking to fine-tune your setup? These advanced features can help you level up your workflow.

  1. [Advanced] Add a message to an automated campaign
  2. [Advanced] Create a siblings package
  3. [Advanced] Change or disable photo effects
  4. [Advanced] Set up GotPhoto’s green screen feature

Upselling options

Woman reviewing documents on a clipboard, facing a large screen with various layouts


What’s next?

Ready for the next phase?
Go to the Picture Day phase checklist


⚠ Prepay policy

Prepay is not activated by default and is reserved for existing North American customers on higher-tier plans with specific business needs.
Prepay+ is only available to users who already have it enabled.
We’ve paused broader rollout of Prepay to make improvements to the experience.

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