Product Workflows allow you to generate a list of Tasks that are necessary for the completion of a Product you offer. These can be as simple as uploading an image to your print fulfillment house and shipping it off to the client or as complicated as all the various steps and interactions that go into designing, approving and building a wedding album.
The basic process for creating a Product Workflow is identical in almost every way to building a Shoot Workflow, so if you haven’t already read that article take a look and we’ll spare you the repetition.
However, there are a couple of key differences that we should point out. One is that Product Workflows do not have a Scheduled Correspondence section, since the Shoot date and Booking date are not as relative to the Product Workflow as they are to the Shoot Workflow. The other difference is in the way they are implemented. Where Shoot Workflows are assigned by the studio at booking time, Product Workflows will actually be attached to the item they relate to in your Products & Services section.
Once you have created your Product Workflows, you will navigate here to assign them to their associated items:
Settings > Pricing > Products and Services
You can have as many or as few Product Workflows as you need and they can be assigned to any of the items you sell. This way, any time one of those Products is in a Package that your client orders, whether is it is a standard Package offering of an a la carte Add-On, the associated Product Workflow will automatically be instituted.
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