Photography Client Offboarding Checklist
What to do once a shoot is fully delivered and paid: archiving, review requests, and staying in touch for future bookings.
- Confirm the final payment has cleared and mark the project complete.
- Send or schedule a review request a few days after delivery.
- Set the gallery's expiry date if it isn't already set.
- Move the project to its final workflow stage — follow-up or referral.
A birthday or anniversary automation, if enabled, keeps a completed client on your radar for future bookings without any further manual work.
Frequently asked questions
Should I archive a project once it's complete?
Marking it archived on the workflow board keeps your active view focused on current clients, while the full history stays on the client's profile.
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