Create and add a client (organization) to a photo job

Overview

In GotPhoto, an “organization” refers to your client (e.g., a school or league). Creating an organization helps you manage recurring clients, access job statistics, and enable features like the School Portal. This article explains how to create, view, and add organizations to Photo Jobs.

Table of contents

• Navigation
• Create and add an organization to a Photo Job
• Edit an existing organization
• The takeaway

Navigation

To access the Organizations tab, go to the Contacts tab and click Organizations.

[ Classic Interface: Go to the Customers tab, then select the Organizations sub-tab. ]

Click an organization’s name to view its contact info, connected jobs, and statistics.

Create and add an organization to a Photo Job

1. From the Organizations tab, click + Create a new organization.
2. Enter the details, then click Save.

You can also create a new client (organization) when setting up a Photo Job 

Once saved, choose your organization from the dropdown. You can also update this later by selecting Edit Job Information under the Actions dropdown on the Photo Job Main Settings page.

Edit an existing organization

To edit a client/organization, click its name on the Organizations tab.

Then click the Edit button to update its details. You can also click Delete to remove the organization permanently.

The takeaway

Manage client relationships with GotPhoto’s Organization feature. Track recurring jobs, share access to performance statistics with school reps, and make full use of tools like the School Portal to streamline your workflow.