01Map the Studio’s Real Booking-to-Delivery ProcessIdentify your session types, inquiry sources, booking rules, production stages and handoffs. Document what makes a wedding, portrait session, school shoot or commercial assignment ready to advance, including the exceptions that require a person.
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02Define Authorized Data and Approval BoundariesSelect the records, forms or exports the workflow may use, then define required fields, access permissions and retention rules. Mark contract interpretation, disputed payments, consent questions and other high-stakes decisions for mandatory human review.
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03Configure Messages, Routing and Stop ConditionsSet up studio-approved templates, task owners, deadlines and escalation rules. Specify when reminders must stop, how changed bookings update downstream tasks, and which actions remain drafts until a team member approves them.
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04Pilot Complete Jobs Before ExpandingTest representative bookings, including cancellations, missing selections and delivery exceptions. Review message accuracy, duplicate tasks, unresolved handoffs and processing times before extending the workflow to more shoot types.