The Family + Friends tab in your contacts allows you to link contacts to each other. This section is useful in tracking relationships between clients, leads, and other referrals. We make having a studio referral program very easy with the form & contract builder.
There are 2 different ways that you can utilize the "Family + Friends" section of your PhotoBiz contacts tool. You can add one manually via your contacts section OR you can have Family + Friends automatically captured and linked using your PhotoBiz Form & Contract Builder.
Family + Friends Tab via Form Submission
Your forms can do a lot of the heavy lifting for you when it comes to lead capture and tracking family + friends. The family + friends field in your forms will ensure that anyone who has completed and submitted that section form will automatically have their entries linked to their contact. The family + friends field on the form builder also allows for your clients to add multiple family + friends in a single submission. This guide will show you how to add the family + friends field in a new or existing form.
As an example, here's a demo form we have for studio referrals.
STEP ONE
Log Into PhotoBiz and Access Your Form + Contract Builder
STEP TWO
Edit an Existing Form or Create a New Form
STEP THREE
Add a Family + Friends Form Field
Click on the CONTACTS section in the form & contact builder on the right side. You'll find the different options for capturing and storing your client information, including the Family + Friends field.
You'll now have the family + friends option in your form for your clients to complete. Below we have a sample of a referral form with 2 entries ready to be submitted.
Once the form has been submitted, you'll now see any family + friends entries in the CONTACT under the Family + Friends tab.
Create a Family + Friends contact manually
STEP ONE
Log into your PhotoBiz account and click on Contacts in the side menu.
STEP TWO
Choose a contact you want to add a Family + Friend contact link to.
STEP THREE
Click on the Family + Friends tab.
This will allow you to enter First Name, Last Name, Relationship, Phone Number, and Email Address for the Family + Friends section. There is also an option to add this person as a contact to your list. Once you've completed the information on this page, simply click on CREATE NEW at the bottom and this will automatically link the two contacts together.
Congratulations! If you click on Friends + Family you'll now see the information for the entry you've linked to this contact. This is a great way to track the relationships between your clients very easily.
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