You have an account. This is the tour.

Portfelio is one system for the whole client journey — the page a client finds you on, the message they send, the contract they sign, the photos they choose, the invoice they pay, and the post that goes up afterwards. Most of us run that on five or six tools that don’t know about each other. Here they are one thing.

The fastest way to show you what it does is to follow a single booking the whole way through, in the order you’ll actually meet it.

1. Your page — where the work comes from

Every account starts with a page at prtf.bio/yourname. Point your own domain at it whenever you’re ready.

You build it out of blocks: text, a photograph, a gallery, buttons, a link list, an inquiry form, a booking calendar, products, events, an embed. Tap a block and you restyle it where it sits — typeface, size, alignment, padding, background, corners. There’s no separate design mode to switch into and no menu tree to get lost in.

If you’d rather start from something finished, take a template and change what you don’t like. Publish, and the page is live.

The page matters, but the part that earns its keep is the form on it.

2. The inquiry arrives as a project

When someone sends that form, it doesn’t land in an inbox for you to copy somewhere else. It becomes a project — a card with their names, the date, the kind of session, the place and the budget — waiting on your dashboard under Inquiries.

The dashboard is the morning view: what you’ve earned this year, what’s coming up, what’s still waiting on you, and today’s list.

3. Everything about one shoot, in one place

Open the project and you have the whole file:

• Their name, the date, the price and the place — all editable where they sit

• Emails — the entire thread with that client, in the project rather than lost in your mailbox

• Checklist — what still has to happen

• Client Files — contracts, invoices, the questionnaire, the plan for the day, and the galleries

That list is the spine of the whole app, which is why you never have to remember where you put something. And every shoot you’ve ever booked sits in one timeline, with its stage and its price against it.

4. Contract, invoice, questionnaire

Write a contract once and save it as a template. Variables fill in the parts that change — client name, project date, total, deposit, balance — so the next one is a few taps instead of a careful find-and-replace. Send it, and they sign with a finger on their phone. The signed copy files itself back into the project.

Invoices work the same way, and you can take the money through Stripe, PayPal or Monobank. When a payment clears it goes straight into your numbers — nothing to re-enter anywhere.

The questionnaire is the one clients actually enjoy. The questions that shape the day — the first look, the song, the person to be gentle with, the one shot they’d be heartbroken to miss — answered in their own words, weeks before you’re standing there.

5. Emails that came from you

You design an email the way you design your page — blocks, a cover photograph, your typefaces, a button. Drop in a variable and it fills itself: their name, their date, the total, the deposit. Save the good ones as templates, so “offer sent” is a two-minute job.

Two details worth knowing, because they’re the difference between a tool that helps and one that embarrasses you:

• Anything you write by hand goes out through your own mailbox — connect Gmail or your own mail server, and the client sees your address, exactly as if you’d typed it there.

• Anything automatic — the confirmation when a contract is signed, the receipt when an invoice is paid, a reminder — is sent by the platform but wears your business name, and replies come back to your address rather than dead-ending somewhere.

6. The day itself

The Plan holds the schedule and the shot list. The Checklist holds the kit. And the client portal is one private page where the couple can see the timeline, their documents, their questionnaire and what’s been paid — which is most of the emails you’d otherwise be answering the week before.

7. Culling — Portfelio Studio, on your Mac

This is the part that changed my own week, and it ships with the Mac app.

Point Studio at a folder of raws. Every frame is on screen in seconds — no import, no catalog to build, no waiting on previews. Then:

• Near-identical frames stack into groups, so twelve versions of the same moment take one card instead of twelve

• You pick, reject and rate from the keyboard — P, X, 1–5 — the way you already do

• The loupe opens instantly, with a focus check you drag onto the eye to see whether you actually got it

• The develop panel runs on Lightroom’s own camera profiles. Temperature reads in real Kelvin, there’s a tone curve and an eight-band colour mixer, and it imports the presets you already own

When you’re done, hand the keepers to Lightroom. They arrive as a catalog with your ratings and your develop settings already on them — 3,400 keepers in about a quarter of a second, without Studio re-reading a single original.

Two more things Studio does that are easy to miss:

• Send a selection to the client. They tap their favourites on their phone, and those favourites come back into your cull as hearts you can filter by.

• Sync a shoot to your phone and carry on picking on the sofa, then finish on the Mac.

8. The gallery they open

Every shoot becomes a private gallery. You set the cover, the layout, the columns, the typeface, the background — so it looks like your work and not like a file-sharing service.

Sharing is two separate links: a client link for the people who booked you, and a guest link for everyone they want to show it to. Clients mark favourites. Downloads come as a zip — the whole gallery or just one section — and the file is already built by the time they tap it, so nobody sits watching a spinner.

9. From the gallery straight to Instagram

This is my favourite part, because of what it removes.

Open the Planner and you’re looking at your grid before Instagram sees it. Add a post and pick the photos from a gallery you’ve already delivered — no downloading to the laptop, no sending it to your phone, no re-uploading. Move posts around until the feed looks right, let Lio draft the caption in your voice, then schedule it or publish it.

Instagram Direct is next on this list.

10. The numbers, without a spreadsheet

My Biz is the money view: profit for the year, revenue against expenses, what’s booked, what’s expected from projects still to come, and — the one I check most — how many invoices are unpaid and what they add up to.

Contracts, invoices, expenses and tax each have their own tab. Every invoice you’ve ever sent sits in one list with its status against it.

11. Lio

Lio is the assistant that lives inside all of this. The point isn’t that it can chat — it’s that it already knows your projects, so “this project’s contract” means something specific to it.

Things you can just ask for:

• Create a project — names, date, place, price

• Draft an offer, a reply, or a gentle nudge about an unpaid balance

• Make a contract or an invoice, or change one that already exists

• Pull up a client, a questionnaire, a gallery, or the timeline for a shoot

• Log an expense, or answer a money question — what came in last month, what’s outstanding

• Tell you what’s still open this week

One rule, and it doesn’t bend: Lio drafts, you approve. It never sends, signs or charges anything on its own.

It’s on your phone, on the Mac, on the web, and in Telegram — so you can answer a client from a chat window while you’re out. You can also connect Portfelio to ChatGPT or Claude and work with your own client information there.

Where it all runs

Portfelio is on iPhone, on the web at app.portfelio.me, and on macOS — and the Mac app is where Studio lives. Everything syncs, so a lead you answer on your phone at a wedding is the same lead on your desk on Monday. Windows isn’t here yet.

Your first twenty minutes

If you only do a few things today, do these, in this order:

1. Claim your handle and put a page up. Even a rough one, with a photograph and a form.

2. Add the shoot you’re working on right now as a project, with its date and its price.

3. Save one contract and one invoice as templates. You’ll never write them from scratch again.

4. Connect a payment provider, so an invoice can actually be paid.

5. Install the Mac app before your next shoot, and cull it in Studio.

Where we are

Portfelio is in beta, and I’m letting photographers in slowly and on purpose. There’s more inside it than fits in one article — booking pages, automations, an audience list, team access — and some of it is rougher than the rest.

What I want from you is honesty. If something is confusing, or slow, or missing the one thing that would make it useful for the way you actually work, tell me. Early testers get full access, and their asks are most of what shipped this month.

Write to me from inside the app, or just reply to the email that brought you here. I read all of it.

Portfelio surfaces task-related notifications — reminders and due-date alerts — for the last few days, so nothing you need to act on quietly slips by. These are separate from marketing or account emails; they’re strictly about things needing your attention inside the app.

What Lio can do: give you a quick catch-up — ask “what did I miss”, “any new notifications”, or “what needs my attention” and Lio summarizes the highlights in a couple of sentences rather than listing every alert raw. Add “unread only” to your question (or just ask “anything I haven’t seen yet”) to skip anything you’ve already read, and mention a time window (“in the last few days” / “this week”) to widen or narrow the look-back.

This is a read-only summary — Lio doesn’t dismiss, snooze, or configure notifications; do that from the Notifications screen in the app.

If your site has the booking system turned on, your bio page can carry a booking widget: clients pick one of the services you’ve configured, see your weekly availability, and reserve a session or consultation directly — no back-and-forth email needed. Each completed booking becomes an appointment with a status (pending, confirmed, canceled, completed, no-show, or waitlisted), the service, the date/time, price, and location.

You configure the bookable services and your weekly availability hours yourself; the widget only offers what you’ve set up.

What Lio can do: read back what’s been booked through the widget — “do I have any appointments this week”, “who’s booked for Saturday”, “what’s pending confirmation” — as part of a broader schedule question, alongside your project shoots and Google Calendar. Ask specifically about bookable services or hours and Lio will include those too.

Booking is an optional feature — if it’s not part of your current setup, Lio will say so plainly rather than showing empty results, and can point you to support if you’d like it enabled. Lio doesn’t confirm, cancel, or reschedule appointments on your behalf today; manage those from the booking screen in the app.

Your Portfelio account has a subscription plan, a billing status, and — if you’re on a trial — a countdown of days remaining. Separately, your account has a storage quota shared across galleries, bio-page images, and other uploads, shown as usage against your plan’s limit.

What Lio can do: answer questions about all of this directly — “what plan am I on”, “how many days left in my trial”, “how much storage am I using”, “am I on a paid plan.” Lio reports the real numbers from your account (storage as GB with a percentage, e.g. “14.2 GB of 100 GB, 14%”) rather than guessing.

Lio doesn’t change your plan, extend a trial, or manage billing itself — for changing plans, updating payment details, or anything storage-limit related that needs a human, ask Lio to contact support and it’ll bring up a quick form (prefilled with your details) that goes straight to the Portfelio team.

The content planner is where your social posts live before they go out — caption, platform, scheduled date, and a pipeline status of draft → scheduled → published. Captions are written and refined in the post editor’s own Lio conversation, which has full context on the image and platform you’re posting to.

What Lio can do from the main chat: read the pipeline back to you — “what’s scheduled to post this week”, “show my draft posts”, “what’s queued for Instagram” — with captions and dates summarized compactly. This is handy for a quick “did the reel go out yet?” without opening the planner.

Drafting and refining a caption happens inside the post editor itself, where Lio has the image and platform in view — ask the main chat to draft a caption and it’ll point you there instead of guessing blind. Publishing also happens from the app or your connected Instagram account directly; Lio doesn’t post on your behalf from the main chat.

A task is a simple to-do item — either standalone (a general reminder not tied to any client) or linked to a specific project (a step you need to finish before the shoot, edit, or delivery). Each task has a status — pending, in progress, completed, or blocked — and can carry a due date.

Tasks are the lightweight layer above prep checklists: prep is for shoot-specific preparation, tasks are for anything else you need to track, project-related or not.

What Lio can do: read your task list back to you — “what’s on my to-do list”, “what’s due this week”, “anything overdue”, “what’s still pending for the Marchetti project.” Lio can filter to one project, to a status, or to things due by a certain date, and will group and summarize compactly rather than dumping a raw list.

Lio doesn’t create, edit, or complete tasks on your behalf today — it’s a read-only view for now. Manage the tasks themselves from the Tasks screen in the app.

Portfelio pulls your schedule from up to three places. Booked project events are the shoots on your projects — these are always part of your schedule. Appointments come from the booking system if you have it turned on: sessions and consultations clients book against the services and availability hours you’ve configured. And your connected Google Calendar shows meetings and events you manage outside Portfelio, once you link it under MyBiz Settings → Integrations.

What Lio can do: pull all of this together into one answer. Ask “what’s on my schedule this week”, “what’s coming up”, “am I free Tuesday”, or “who’s booked tomorrow” and Lio combines shoots, appointments (on sites with booking enabled), and calendar events into one rundown, soonest first. Ask specifically about “appointments” to see bookable services and weekly availability hours too.

To actually schedule something new — a call, a consultation, a follow-up meeting — ask Lio to “schedule a meeting” or “set up a call” and it’ll create a real Google Calendar event (with a Meet link if it’s a video call) once your calendar is connected. If Google Calendar isn’t connected yet, Lio will tell you and point you to MyBiz Settings → Integrations rather than guessing at your availability.

A gallery is how you deliver finished photos to a client — a private, branded page on your own domain with a cover image, the photo count, and a flag for whether it’s the final delivery or a preview/sneak-peek set. A project can have more than one gallery attached (an engagement session and the wedding day, for instance), each with its own link you can send the client directly.

Galleries live under the project’s detail view, alongside contracts, invoices, and prep.

What Lio can do: list the galleries attached to a project and their basic details — cover, photo count, delivery status, public link. Ask “show me the galleries for the Marchetti wedding”, “how many galleries does this project have”, “what’s in their gallery”, or “send me the gallery link.” Lio surfaces the link so you can share it with the client from the chat.

Lio reads gallery metadata only — it doesn’t upload, reorder, or edit the photos inside a gallery. Do that from the gallery editor in the app, where you manage the actual images.