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Packages, calendars and contracts: all in three steps

A few days ago we asked how to improve session type configuration. It's ready: a three-step wizard that brings package, calendar and contract together in a single flow.

Packages, calendars and contracts: all in three steps

We asked, and we built it

A few days ago we published a post asking whether it made sense to unify the configuration of packages, calendars and contracts into a single flow. The response was clear. Many of you wrote to us confirming that was exactly what you needed. It is done.

A three-step wizard

When you create or edit a session type, a three-step wizard now opens that brings everything together.

Step 1: Package details. Name, price, number of photos, included products, available upgrades. The usual, in the usual place.

Step 2: The calendar. You can link one you already have, create a new one right here with its schedules, session duration and required deposit, or leave it without a calendar for now if you don't need it.

Step 3: The contract. Same as with the calendar: link an existing template, create a new one from here, or leave it without a contract.

When you save, everything is automatically linked. And to edit anything — the package, the calendar or the contract — the same wizard handles it all. There are no longer separate modals for each part.

Calendars and contracts in Settings

Calendar and contract template management has moved to Settings, where it makes more sense.

From the side menu, Calendar takes you directly to your appointments. Contracts takes you directly to signed contracts. Contract templates and calendar management are now in Settings, alongside the rest of the options that affect how your account works.

Each section also now has a direct shortcut to its settings from the page header, so you don't have to navigate all the way to Settings when you want to change something.

Smarter manual appointments

When adding a manual appointment, you now select the package first. The system automatically pulls in the calendar and contract linked to that package. You don't have to remember which combination belongs to which.

You can also choose calendars without a package for quick appointments, consultations or any situation where associating a package doesn't make sense.

Independent calendars

Several of you told us you use appointments without packages: for initial consultations, quick sessions or one-off services that don't fit into any fixed package. Calendars can still work completely independently. You can have them active on your public page without needing to link them to any package.

What doesn't change

Your existing packages, calendars and contracts keep working exactly the same. The migration is automatic. If you already had a calendar linked to a package, it's still linked. If you already had a contract template assigned, it's still assigned. There's nothing to reconfigure.

If anything doesn't work as you expected, write to us in the support chat. Thank you for being here.

The PhotoHeart team

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