The new PhotoHeart: every client, session and appointment on its own page

Opening a client, a session or an invoice in a pop-up window had its limits: little space, nothing to save as a link, and one window on top of another as soon as you wanted to look at something else. This update changes the structure of the app so that everything has its place.

Everything on its own page

The client, the contact, the session, the appointment, the invoice, the contract, the package and the product now open on their own page, with a link you can save or share with your team. A client's record is organized into Jobs, Billing, Profile and Emails, and a session's into Images, Selection, Finances and Information. Both remember the open tab in the address.

Creation forms are pages too: client and contact, product, booking calendar and contract template. The session one keeps its two steps, Details and Images.

«My Center» disappears from the menu. What it showed for each client, with their workflows, is in their CRM record, under Jobs → Workflows. Old links take you to the CRM or to the client's record.

Actions, in the three-dot menu

Sending, invoicing, archiving or deleting are gathered in a three-dot menu, in the page header and in each row of the session, appointment, billing, contract and CRM tables. What it offers depends on the status: on a pending contract you will see Send link, on a signed one Download PDF and Revoke contract, and on a session with the selection finalized, Download selection (PDF) and Invoice the selection. Packages, products, calendars and templates have it in their page header.

The Catalog, in tables

In the menu, Catalog groups Packages, Products, Calendars and Templates, each with its own table, search, sorting and filters. In Packages and Products, the category selector includes Manage categories… to rename or delete them; the items of a deleted category are left as «Uncategorized».

Each calendar, template and product shows in the Used in panel which packages use it. And if a package tier does not define its own gifts, it inherits those of the package; if it defines any, it uses only its own. Your client's gallery reflects this: under each included variant it says «Your package already includes…» and that anything they add is charged separately.

Settings and your account

Settings is now a selector with one page per setting, in three groups: Business (Brand, Legal details, Invoicing), Client work (Sessions and galleries, Clients, Bookings, Contracts, Notifications) and Integrations (Connections).

Your personal details are in Your account, which you reach from the profile menu that opens above your name in the sidebar: Account, Preferences, Subscription and Storage. The light or dark theme is chosen in Preferences → Appearance.

One look across the panel

Corners, borders, buttons, tables, cards and fields are the same across the panel sections, in light and dark, with a lime accent from the app for what matters: news, progress, the «+» to create. Pages that are loading show a skeleton with their shape instead of a full-page spinner.

Fixes that arrive with it

• On an issued document, the menu offers Replace with invoice (a valid ticket) and Convert to full invoice (a simplified corrective invoice).
• When you view or download a revoked contract from your dashboard, every page carries the REVOKED mark in your interface language. The original PDF does not change.
• A hidden booking calendar keeps its time slots when you save.
• When the Automatic gallery link (in Settings → Sessions and galleries) is on, each selector with an email or phone number receives their link and their code. If one could not be sent, we let you know, and from Send gallery you can Regenerate code.
• Automatic emails and WhatsApp messages to your clients go out in your account's language (Your account → Preferences), including the booking confirmation and the signed contract. The contract PDF keeps the language it was signed in.
• If a client reschedules a standalone appointment from their link, they receive the new date by email with their new code and link.

How to get started

Go to CRM and open a client's record and go to Jobs, or to Catalog → Packages to see your offering in a table. If something is not where you expected, the help center explains it page by page.