A comprehensive collection for managing every aspect of your photo and video business — from client intake through delivery and beyond.
| Template | Purpose | Features |
|---|---|---|
| Clients Active |
Master client directory with full contact details, preferences, and session history. | Contacts Directory Action Log Attachments Image |
| Leads Active |
Track prospective clients from initial inquiry through conversion to booked client. | Client Lookup Action Log |
| Bookings Active |
Schedule and manage confirmed sessions with logistical details and calendar integration. | Client Lookup Action Log List Tab Calendar |
| Contracts Active |
Manage client service agreements, terms, and signed contract documents. | Client Lookup 2 File Attachments |
| Model Releases Active |
Track signed model and property release forms with usage scope and restrictions. | Client Lookup 1 File Attachment |
| Photo Sessions Active |
Document photography shoots with technical settings, creative direction, and shot counts. | Client Lookup Action Log Attachments Image Calendar |
| Video Projects Active |
Manage videography projects from pre-production through final delivery. | Client Lookup Action Log Attachments Image 2 File Attachments Calendar |
| Shot Lists Active |
Create detailed shot checklists for photography and videography sessions. | Client Lookup List Tab Attachments Calendar |
| Editing Queue Active |
Track post-production editing workflow from import through final export. | Client Lookup Action Log Calendar |
| Albums & Galleries Active |
Track client album designs, online gallery links, and deliverable products. | Client Lookup Attachments URLs Calendar |
| Invoices Active |
Client billing with line items, partial payments, and running balances. | Client Lookup Transactions 1 File Attachment Calendar |
| Payments Active |
Record incoming client payments with method and reference details. | Client Lookup Transactions |
| Studio Expenses Active |
Track all business expenses with categories, tax status, and receipts. | Transactions Attachments |
| Packages & Pricing Active |
Define service packages, pricing tiers, and included deliverables. | List Tab |
| Mileage Log Active |
Track business travel mileage for IRS tax deductions. | Standard |
| Equipment Active |
Inventory all gear with serial numbers, values, and maintenance history. | Action Log Attachments Image |
| Props & Backdrops Active |
Catalog studio props, backdrops, and wardrobe with photos. | Image |
| Locations Active |
Scouted shooting location library with access details and sample images. | Contact Tab Image Attachments URLs |
| Portfolio Active |
Curate showcase work for your website, social media, and competitions. | Image Attachments URLs |
| Marketing Active |
Plan and track marketing campaigns, advertising spend, and ROI. | Action Log Attachments URLs Calendar |
| Testimonials Active |
Collect and manage client reviews for marketing and social proof. | Client Lookup |
| Social Media Advanced |
Plan and track social media content with engagement metrics. | URLs Attachments Calendar |
| Vendors Active |
Directory of vendors, suppliers, and service providers. | Contacts Directory Action Log URLs |
| Second Shooters Active |
Roster of freelance photographers, videographers, and assistants. | Contacts Directory URLs |
| Insurance Policies Advanced |
Track business insurance policies with renewal dates and coverage. | Contact Tab 2 File Attachments Calendar |
| Software & Licenses Advanced |
Track editing software subscriptions, plugin licenses, and costs. | URLs |
| Workshops Advanced |
Plan and manage photography workshops and educational offerings. | Action Log List Tab Calendar |
| Print Orders Advanced |
Track print fulfillment from ordering through delivery. | Client Lookup Transactions Calendar |
| Style Guides Advanced |
Document brand style standards and editing presets. | Image Attachments |
| Studio Notes Active |
General business notes, meeting minutes, and reference information. | Attachments |
Vendors and Second Shooters also maintain their own Contacts Directories. Any record can be linked to any other record using the Related Information feature.
Ready to use immediately. Core workflows for running your studio.
Included but inactive. Activate when ready by toggling the checkbox in browse view.
Add existing clients to the Clients template with contact details and preferences. These records become available for lookup across all templates.
Enter your service packages, pricing tiers, and deliverables in Packages & Pricing. Standardize your quoting process.
Document cameras, lenses, lighting, and accessories in the Equipment template. Include serial numbers and values for insurance.
Create a Booking linked to a client with session type, date, location, and package. Calendar integration keeps your schedule visible.
After shooting, log session details and add to the Editing Queue. Track progress through culling, editing, and delivery.
As your workflow matures, activate advanced templates and customize any template to match exactly how you run your studio.
Use Related Information to connect a Booking to its Contract, Invoice, and Photo Session. Build a complete project view across templates.
Session dates, edit deadlines, and delivery dates all appear on the unified calendar. Stay on top of your entire pipeline at a glance.
Use Invoices and Payments together with Studio Expenses for complete financial visibility. Essential for quarterly tax preparation.
Build shot lists before every session and check off items during the shoot. Never miss a must-have shot again.
Set passwords on individual records containing contract terms, financials, or client personal information for added security.
Use hashtags like #wedding2026 or #commercial on any record. Deep Search finds them instantly across all templates.
This collection is a professionally designed starting point, not a locked system. Every template is fully customizable to match how you run your studio.
Build your own templates from scratch for anything not covered by the collection.
Change field labels, enable or disable features, update purpose text, and reassign menus on any template.
Delete templates you don’t need, or toggle them to Inactive to hide without losing the design.
Combine templates from multiple collections or mix collection templates with your own custom creations.
This collection grows with you, whether you’re launching a new studio or running an established operation.
New to professional photography or starting your own studio? These templates teach you what records to keep and how successful studios organize their work. Get productive immediately at minimal cost with no subscription fees.
As your business matures, customize templates to match your evolving workflow. Activate advanced templates when you’re ready. Data Fortress scales with you without pressure to upgrade or migrate.
When you adopt studio management software, Data Fortress fills the gaps. Keep using templates for equipment tracking, vendor management, mileage, insurance, and more. Create new templates to bridge systems.