Getting Started with PhotoHeart: Complete Guide to Create Your First Session

You just registered on PhotoHeart and you're ready to professionalize your photography business. But where to start?

In this guide we explain step by step how to configure PhotoHeart from scratch and create your first photo session in less than 10 minutes.

What do you need before starting?

Before creating your first session, there are 3 essential elements you must configure:

• ✅ Complete profile (personal name, business name, and logo)
• ✅ Session packages (templates with prices and configurations)
• ✅ Registered client (client data to link to the session)

Let's go step by step.

Step 1: Complete Your Professional Profile

Why is it important? Your profile is the first thing your clients see when they access their galleries.

How to configure it:

1. Go to Profile (left sidebar menu)
2. Fill in these 3 key fields:
   • Personal name: Your name as a photographer
   • Business name: Your studio or brand name
   • Business logo: Your professional logo

Why is this data crucial?

It generates your personalized URL to share with clients:

It appears in the client's gallery: In the top left corner of each gallery, your clients will see your logo and business name, professionalizing the experience.

Pro tip: Use a high-quality logo (PNG with transparent background) and a short business name for clean URLs.

Step 2: Configure Your Session Packages

Session packages are predefined templates that speed up session creation.

What does a package include?

• Base session price
• Number of included photos
• Price per extra photo
• Default products (optional)
• Specific configurations

How to create your first package:

1. Go to Settings → Packages and Products

2. Click on "New Package"

3. Fill in the information:

   • Name: E.g., "Family Session", "Premium Wedding", "Individual Portrait"
   • Base price: What you charge for the session
   • Included photos: How many photos the package delivers
   • Extra photo price: Cost per additional photo

4. Save the package

Example of typical packages:

Advantage: Once configured, you just select the package when creating a session and all prices are applied automatically.

Step 3 (Optional): Add Products

Products are add-ons you can sell (albums, prints, canvases, etc.).

They're optional: You don't need products to create sessions, but they allow you to increase your revenue.

How to add products:

1. Go to Settings → Packages and Products
2. "Products" tab
3. Add products with:
   • Name (E.g., "30x30 Premium Album")
   • Base price
   • Variants (E.g., different sizes, finishes)

Clients will be able to select these products when reviewing their gallery.

Step 4: Register Your First Client

Before creating a session, you need to have the client registered in your CRM.

1. Go to CRM (sidebar menu)

2. Click on "Add Client"

3. Fill in the data:

   • Full name
   • Email
   • Phone
   • Address (optional)

4. Save the client

Step 5: Create Your First Session

Now yes! With your profile complete, packages configured, and clients registered, it's time to create your first session.

Method 1: From CRM (Recommended)

1. Go to CRM

2. Search for the client in the table

3. In the "Actions" column, click on the camera button 📷

4. Fill in the session data:

   • Session title: E.g., "García Family Session"
   • Select the package you created before
   • Session date
   • Location (optional)

5. Save the session

Method 2: From the Sessions section

1. Go to Sessions (sidebar menu)
2. Click on "New Session"
3. Select the client
4. Select the package
5. Fill in the details
6. Save the session

Which method to use? Both work the same. Use CRM if you're viewing client data, or Sessions if you prefer to see all your active sessions.

Step 6: Upload Photos and Share the Gallery

Once the session is created:

1. Upload the edited session photos

2. PhotoHeart automatically generates a private gallery with your brand

3. Share the personalized link with your client: photoheart.app/your-business/your-name/garcia-session

4. The client selects their favorite photos

5. You receive the selection and prepare the delivery

Complete Flow Summary

Initial Setup (Only once):

1. ✅ Profile → Personal name, business name, logo
2. ✅ Settings → Create session packages
3. ✅ (Optional) → Add products

For Each Session:

1. 📝 CRM → Add client (if new)
2. 📷 Sessions → Create session linking client + package
3. 🖼️ Upload photos to the gallery
4. 📤 Share link with the client
5. ✅ Receive selection and deliver

Pro Tips to Get Started

1. Create realistic packages

Don't try to create 10 packages on the first day. Start with 2-3 packages that represent your most common sessions.

2. Use clear names

For both packages and sessions, use descriptive names:

• ✅ "Family Session - García Family"
• ❌ "Session 001"

3. Configure your brand

A professional logo and short URL build trust. Invest time in your profile.

4. Test with a trusted client

Before using PhotoHeart with all your clients, test with a friend or family member to familiarize yourself with the flow.

5. Explore the dashboard

PhotoHeart is simple but has many features (billing, contracts...). Explore them as you get comfortable.

Common Mistakes and How to Avoid Them

❌ Mistake 1: Creating session without package

Solution: Always create at least one basic package before your first session.

❌ Mistake 2: Not completing the profile

Solution: Your URL and gallery look incomplete. Take 2 minutes to fill in name and logo.

❌ Mistake 3: Not linking client to session

Solution: Each session must have an associated client for the system to work correctly.

How Long Does Setup Take?

In less than 15 minutes you can have PhotoHeart fully operational.

Need Help?

If you have questions during setup:

• 📖 Visit our complete documentation
• 💬 Contact support (response in less than 24h)
• 📧 Email: support@photoheart.app

Conclusion

Creating your first session in PhotoHeart is simple and fast:

1. Configure your profile (name, business, logo)
2. Create session packages with prices
3. Add clients to your CRM
4. Create sessions linking client + package
5. Share professional galleries

With these 5 steps, you go from photographer with Excel sheets to professional with complete management system.

Ready to start? Set up your profile now and create your first session in 10 minutes.