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Відповіді про налаштування Portfelio, роботу з клієнтами і Lio.
Початок роботи
Початок роботи з PortfelioПокрокове налаштування Portfelio: застосунки, дані бізнесу, біо-сторінка, Вхідні, проєкти, клієнтські галереї, Studio і Lio.Using Portfelio with ChatGPT: getting startedConnect Portfelio to ChatGPT, understand what it can safely read or change, and start with practical prompts for projects, finances, contracts, invoices, Checklists and client work.
CRM і проєкти
How do contracts work in Portfelio?A contract in Portfelio is an editable document attached to a project. You write it with dynamic variable chips like {{client_name}}, {{project_price}}, {{project_date}} — at view time those resolve to...How do I create a project for a new client?In the mobile app go to the Projects tab and tap the plus button. A project represents one client and one shoot. Fill in the client name, then add the...How do I send an invoice and get paid?Open a project and add an invoice. Each invoice is a typed list of line items — description, quantity, unit price — plus currency, tax rate, deposit, due date, and...
Біо-сторінки
Make your bio page: a tour of the editorFrom your link to a live page, and what each part of the editor is for. Hover over the picture to play the 35-second tour (tap on a phone). Each...What is a bio page and how do I edit it?Your bio page is your public portfolio site on Portfelio — the link you share on Instagram, in your email signature, anywhere a client lands. By default it lives at...
Автоматизація листів
Налаштування
How do I change my business name, email, or other business settings?Open Settings, MyBiz Settings, General tab. You can edit your display name (the friendly name clients see), legal company name (used in contract and invoice headers), business email (a single...How do I connect my email account to Portfelio?Portfelio reads your real email thread for each project so you can draft and send replies with full context — and so sent emails come from your own address, not...
Якщо щось не працює
Інструкції
Booking widgetIf 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...Calendar and appointmentsPortfelio 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...Finances — revenue, expenses, and profitPortfelio tracks two sides of your money separately. Revenue is the sum of prices from your booked and completed projects, counted by their event date — so “what did I...GalleriesA 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...NotificationsPortfelio 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...Prep checklistsA prep checklist is a pre-shoot preparation card attached to a project — a plain to-do list (pack the second body, confirm parking, buy sunscreen) plus an optional travel block...Social media posts (SMM)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...TasksA 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...Your account, plan, and storageYour 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...