Once clients start booking your mini-session, you can convert their bookings into projects. This keeps each client's session details in one place, so you can easily send contracts, questionnaires, invoices, and galleries from their project!
You can convert bookings two ways:
All at once: Convert every booked session in a mini-session to projects.
One at a time: Convert a single client's booking to a project.
Let's walk through both!
Convert All Bookings to Projects
Want to set up projects for everyone who booked? You can convert all of your mini-session bookings at once!
From the Mini-Sessions page, click into the mini-session you'd like to convert.
Click the Quick Actions button in the top right corner.
Select Convert All to Projects.
That's it! A project will be created for each client who has booked a session.
Convert a Single Booking to a Project
Only need a project for one client? No problem! You can convert individual bookings right from the mini-session's schedule.
From the Mini-Sessions page, click into the mini-session.
Scroll down to the Schedule section to see all of your timeslots and bookings.
Click the three dots next to the client's booking.
Select Convert to Project.
✨ Pro Tip: The three dots menu only appears next to timeslots that have been booked. Open timeslots won't have this option.
What's Included in the New Project
Once a booking is converted, you'll find the new project on your Projects page. The project is named after the mini-session and the client (for example, Mini sessions - Kim Possible) and automatically includes:
Client: The client who booked the session
Schedule: The date and time of their booked session
Location: The location you set for the mini-session
From here, you can add a gallery, contracts, questionnaires, and invoices, then click Send Project to share it with your client. 👍
Want to learn more about managing your mini-session? Check out Mini-Session Quick Actions!
If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!