When you create a private gallery, your customer needs a username and password, or a direct link, to view, download, select or buy their photos. You can send them these details from their customer record or from the gallery itself, with a ready-written message.
Before you start: the private gallery must be created and assigned to the customer. If you haven’t done it yet, see Create a private gallery: sample, selection, download or sale.
What you can send
User and password: the message includes the login link, the username and the password.
Link with direct access: the message only includes the link to open the gallery, without asking for any details.
You can send the message by email and, from the gallery, also by WhatsApp.
From the customer record
1. Go to Sales / Customers and open the customer record by clicking their username.
2. Under Account credentials, next to Password, click the send icon.
3. Under Login, choose what to send: User and password or Link with direct access. Check the recipient, subject and text (you can switch between ES, IT and EN or insert a template) and click Send.
From the private gallery
1. Go to Client Galleries / Galleries and open the gallery by clicking its name.
2. In the General tab, under Permissions, choose who can access it: Public, All customers or Selected customers.
3. Click Send, top right, and choose By eMail or By WhatsApp. With Copy link you can send the gallery address yourself; Social is for sharing it on social media.
Other options in the customer list
In the three-dot menu of each customer you can edit them, assign tags, send them a message or a WhatsApp, or delete them. In the customer record, the Access the Private Area button lets you enter their area as if you were them and see their bookings, quotes, orders, galleries, contracts and invoices.