How to Use the PhotoBiz Client Galleries Checklist

Overview

The PhotoBiz Client Galleries Checklist helps you complete the main setup tasks for creating galleries and selling images and products to your clients. It appears at the top of your Client Galleries Dashboard and provides shortcuts to merchant, tax, shipping, items-for-sale, and event setup.

PhotoBiz automatically checks a checklist item when you complete a qualifying task. Some items can be completed in more than one way, and you do not need to configure every available option. You can also manually mark an item complete when that feature does not apply to your workflow.

Once all five checklist items are complete, the checklist automatically disappears from your Client Galleries Dashboard.

STEP ONE

Log into your PhotoBiz account and click CLIENT GALLERIES in the left-side menu.

This opens your Client Galleries Dashboard. If you have not completed the checklist, YOUR CLIENT GALLERIES CHECKLIST appears at the top of the dashboard.

The checklist includes SET UP MERCHANT, SET UP TAXES, SET UP SHIPPING, ADD ITEMS FOR SALE, and CREATE YOUR FIRST EVENT. Click any checklist item to open more information and the available setup options below the checklist.

STEP TWO

Click SET UP MERCHANT in YOUR CLIENT GALLERIES CHECKLIST.

The SET UP MERCHANT panel opens below the checklist. Click REVIEW YOUR MERCHANT SETTINGS to open your Merchant settings and connect a payment processor for Client Galleries orders.

You only need to set up one merchant for this checklist item to be completed. You do not need to connect every available merchant option.

If you do not plan to accept payments through Client Galleries, select MARK THIS ITEM COMPLETE to manually complete the checklist item. Manually marking the item complete only updates your checklist. It does not configure a merchant account.

See How To Add A Merchant for complete instructions.

STEP THREE

Click SET UP TAXES in YOUR CLIENT GALLERIES CHECKLIST.

The SET UP TAXES panel opens below the checklist. Click REVIEW YOUR TAXES SETTINGS to open the Taxes area and configure the tax settings that apply to your Client Galleries sales.

PhotoBiz uses the tax settings you configure to determine applicable taxes during checkout.

If tax setup does not apply to your Client Galleries workflow, select MARK THIS ITEM COMPLETE to manually complete the checklist item. This only updates the checklist and does not create or change any tax settings.

See How To Set Up Sales Tax Lines for complete instructions.

STEP FOUR

Click SET UP SHIPPING in YOUR CLIENT GALLERIES CHECKLIST.

The SET UP SHIPPING panel opens below the checklist. Click REVIEW YOUR SHIPPING SETTINGS to open the Shipping area and configure the shipping rates and methods you want to offer for physical products.

Your shipping settings determine the delivery options and applicable shipping charges available to clients during checkout.

If you do not plan to ship physical products through Client Galleries, select MARK THIS ITEM COMPLETE to manually complete the checklist item. This only updates the checklist and does not create a shipping method.

See How To Set Up A Shipping Method for complete instructions.

STEP FIVE

Click ADD ITEMS FOR SALE in YOUR CLIENT GALLERIES CHECKLIST.

The ADD ITEMS FOR SALE panel opens below the checklist. Choose the type of item you want to create by clicking ADD PRODUCTS, ADD PRINTS, ADD DIGITAL IMAGES, or ADD PACKAGES.

You only need to create an item in one of these categories for this checklist task to be completed. You do not need to create items in every category.

If you do not plan to sell through Client Galleries, select MARK THIS ITEM COMPLETE to manually complete the checklist item. Manually completing the item does not add anything for sale.

FINAL STEP

Click CREATE YOUR FIRST EVENT in YOUR CLIENT GALLERIES CHECKLIST.

The CREATE YOUR FIRST EVENT panel opens below the checklist. Click CREATE YOUR GALLERY to begin creating your first Client Galleries event.

An event is the main container for a client shoot or project. You can create galleries inside the event to organize different groups of images for your clients to view, favorite, and order.

You can also select MARK THIS ITEM COMPLETE to manually complete this checklist item.

Once all five checklist items are complete, YOUR CLIENT GALLERIES CHECKLIST automatically disappears from the Client Galleries Dashboard. You can continue managing your events, galleries, and settings using the Client Galleries navigation.

See How To Create A New Client Galleries Event for complete instructions.

How the Client Galleries Checklist Tracks Your Progress

The Client Galleries Checklist automatically updates as you complete setup tasks. An empty circle represents an incomplete item, and PhotoBiz marks the item complete after you complete a qualifying action.

Some checklist items can be completed in multiple ways. You do not need to configure every option available within a section.

For example:

Set Up Merchant: You only need to set up one merchant.
Add Items for Sale: You only need to create an item in one available category.
Mark This Item Complete: You can manually complete a checklist task when the related feature does not apply to your workflow.

Manually marking a checklist item complete does not configure the related feature. If you plan to use that feature, use the setup button provided in the panel and complete the appropriate settings.

Using Client Galleries Without Online Sales

You can use Client Galleries to deliver and organize images even if you do not plan to sell through your galleries.

If your workflow does not require online sales, merchant processing, taxes, shipping, or items for sale may not be necessary. You can select MARK THIS ITEM COMPLETE for checklist tasks that do not apply to your business.

This allows you to clear the setup checklist without configuring ECommerce features you do not plan to use.

Event vs. Gallery

An event is the main container for a client shoot or project. Galleries are created inside an event and help you organize groups of images.

For example, one event could contain separate galleries for different locations, parts of a session, or groups of images.

The checklist uses CREATE YOUR FIRST EVENT, while the action button within that panel uses CREATE YOUR GALLERY. Both are part of the initial Client Galleries setup process.

What Else Is on the Client Galleries Dashboard?

Below the checklist, the Client Galleries Dashboard provides additional information about your galleries:

Expiring Galleries: Shows galleries that are approaching their expiration date and provides access to view all expiring galleries.
Gallery Status: Shows the number of active and expired galleries in your account.

These dashboard sections remain available after the Client Galleries Checklist has been completed and disappears.

Helpful Notes

You do not need to complete all five checklist items in one session.
PhotoBiz automatically tracks qualifying setup activity and updates the checklist.
Some checklist items can be completed in more than one way.
Selecting MARK THIS ITEM COMPLETE only changes the checklist status. It does not configure the associated feature.
The entire Client Galleries Checklist disappears after all five items are completed.

Need Help?

Support Hours: Monday to Friday, 9am to 6pm EST

Phone: 866.463.7620

Support Channels: Phone, Live Chat, Support Ticket

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