Account Setup Checklist (North American Customers)

 This article is relevant to North American customers only. To view the UK Account Setup Checklist, click here. 

Table of contents

• Overview
• Initial account settings
• Additional configurations
• 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. Set up your invoices
2. Adjust account settings
3. Connect Stripe Express
4. Add your Terms & Conditions and Privacy Policy
5. Customize your shop
6. Activate your lab(s)
7. Set up your text message (SMS) settings
8. Set your email settings
9. Adjust shipping settings
10. Personalize your watermark

Additional configurations

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

• Create product packages
• Create price profiles
• Create communication profiles

Ready to set up your first Photo Job? Click here to get started.

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.