1. Solution home
  2. How-To's
  3. Planning Phase
Open navigation

Create and add an 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

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

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

Communication screen with 'Contacts' and 'Organizations' tabs selected, and 'Create a new organization' button highlighted.

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 organization when setting up a Photo Job under Advanced Settings:

Create New Job form showing setup fields.

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.

Photo Job settings: 'Edit Job Information' option in Actions dropdown.


Edit an existing organization

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

Organizations tab with school selected from the list.

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

Edit organization screen with edit and delete options.


The takeaway

Manage client relationships with GotPhoto’s Organizations 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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article