# Fotello Workflow Overview

Run booking, production, delivery, payments, and upsells in one workflow.

Fotello brings your real estate media workflow into one place. Manage customer bookings, production, delivery, payments, and post-delivery upsells from each order and listing.

### The end-to-end Fotello workflow

Start with [Setting Up](/getting-started/setting-up). Each step is configurable, so you can use the workflow that fits your business.

{% stepper %}
{% step %}

#### Configure your Studio Manager

Create [services](/products/services), [packages](/products/packages), and [booking add-ons](/products/add-ons). Configure your availability, branding, and payment settings before sharing your order form.
{% endstep %}

{% step %}

#### Book or create an order

Customers can book through your branded [Order Form](/orders/order-form). They enter the property, choose products, add upgrades, and confirm their details.

You can also [log offline orders](/orders/log-offline-orders) for phone, email, or repeat bookings. Every order keeps the customer, products, appointment, invoice, and delivery together.
{% endstep %}

{% step %}

#### Schedule and approve

Choose whether scheduling is required, optional, or omitted during booking. Customers can choose an exact appointment or a time-of-day window.

Fotello uses your availability, service area, buffers, service duration, existing bookings, and connected calendar events. You can also let customers select an available team member.

New bookings can stay pending for review or be accepted automatically. Accepted orders create a listing for production.

See [Order Settings](/orders/order-settings) and [Booking Experience](/customer-portal/booking-experience).
{% endstep %}

{% step %}

#### Upload, enhance, and refine

Upload RAW files or JPEGs directly to the listing. Fotello uses EXIF capture time to group bracket sets automatically.

Use Foton to enhance your shoot, then refine each photo in the [Adjust Panel](/photos/personalizing-photos/adjust-panel-overview). Apply profiles, crop, correct perspective, remove distractions, or request AI and human touch-ups.
{% endstep %}

{% step %}

#### Invoice, deliver, and collect payment

Add final photos, videos, tours, floor plans, and other assets to the listing. Then send one branded delivery email with everything your customer needs.

Payment can be required, optional, or skipped at booking. You can also create an [order invoice](/payments/order-invoices) later. An open invoice gives customers a hosted payment link. You can lock downloads until it is paid, or record an offline payment.

See [Deliver listing](/delivering-listings/deliver-listing) and [Payments](/payments/payments).
{% endstep %}

{% step %}

#### Upsell after delivery

Booking add-ons increase order value before the shoot. For post-delivery upsells, use built-in [Fotello Add-ons](/products/fotello-add-ons), such as Twilight, Staging, Marketing Designs, and Premium Property Website.

Set your own customer-facing prices.

{% hint style="info" %}
Multi-Angle Staging is available on the Partner Plan.

You can try it on your current plan. Enhance one room photo. Then select additional angles of that room in the Virtual Staging workflow. Fotello generates watermarked previews before you commit.

Download all four multi-angle photos without watermarks on the Partner Plan.
{% endhint %}
{% endstep %}
{% endstepper %}

### One workflow, fewer handoffs

Fotello keeps operational work connected to the listing. Your team does not need separate records for a booking, shoot, assets, customer, invoice, and delivery.

#### Consolidate your workflow

| Workflow step                   | Typical tools                        | In Fotello                                                                                |
| ------------------------------- | ------------------------------------ | ----------------------------------------------------------------------------------------- |
| Booking and pricing             | Forms, emails, price sheets          | [Order Form](/orders/order-form), products, and coupons                                   |
| Scheduling and order management | Calendar tools and spreadsheets      | [Order Settings](/orders/order-settings) and [Orders Dashboard](/orders/orders-dashboard) |
| Upload, editing, and delivery   | File storage, editors, and galleries | [Adding Photos](/photos/editing/adding-photos), Foton, and delivery                       |
| Invoicing and payments          | Payment links and invoice tools      | [Order Invoices](/payments/order-invoices) and [Payments](/payments/payments)             |

### Key benefits

* **One source of truth.** Keep the customer, order, listing, invoice, and delivery connected.
* **Flexible checkout.** Choose payment timing and scheduling rules per order form.
* **Consistent customer experience.** Share branded booking, invoice, and delivery experiences.

{% hint style="info" %}
Plan limits apply to some features, including white-labeling and usage. Review [Pay as you go](/billing/pay-as-you-go) and your plan details before enabling paid usage.
{% endhint %}


# Setting Up

Welcome to Fotello! To ensure a smooth start, follow our Setup Guide, which will appear automatically upon first use. It provides a checklist to ensure your account is fully configured. If you prefer to set up manually or need to revisit, here's a handy checklist of essentials. For in-depth guidance, refer to the main guide linked in each section.

{% stepper %}
{% step %}

#### 1. Business Details

Build your company's profile with all your contact information on [this page](https://app.fotello.co/dashboard/settings/business/details). This info is used across customer-facing pages and emails.

Learn more: [Branding](/business-details/branding)
{% endstep %}

{% step %}

#### 2. Brand Kit

Upload your company logos and set your brand colors in **Settings → Business → Brand Kit**. This keeps your customer experience consistent end-to-end.

Learn more: [Branding](/business-details/branding)
{% endstep %}

{% step %}

#### 3. Domain

Integrate your custom domain with your Fotello account on [this page](https://app.fotello.co/dashboard/settings/business/domain) to fully white-label your booking portal, order form, and delivery experience. This way, your customers will see only your branding throughout their order journey.

Learn more: [Domain](/business-details/domain)

{% hint style="warning" %}
You have to be on the Ultimate Plan to access this feature.
{% endhint %}
{% endstep %}

{% step %}

#### 4. Products

Create your packages, services, and add-ons on [this page](https://app.fotello.co/dashboard/products) so your customers can book your services any time. Simply use the Fotello templates and make adjustments based on your offerings and market to get started quickly.

Learn more: [Products](/products/packages)
{% endstep %}

{% step %}

#### 5. Payments

Complete onboarding steps on the [earnings page](https://app.fotello.co/dashboard/settings/earnings/onboarding) so you can get paid before your customers download all the assets. The 'Add Information' button directs you to the Stripe set-up page where you can enter your banking details for quick payouts.

Learn more: [Payments](/payments/payments)
{% endstep %}

{% step %}

#### 6. Teams

Invite your team members on [this page](https://app.fotello.co/dashboard/settings/teams/invitations) and assign the right roles [here](https://app.fotello.co/dashboard/settings/teams/members) to manage your fast growing business.

Learn more: [Teams](/teams/teams)
{% endstep %}
{% endstepper %}


# Import Your Data

Switching to Fotello from another platform? You don't have to start from scratch. Tell us where you're coming from and what you'd like to bring over, and our team handles the migration for you — your customers log in and find everything right where they left it.

To start, go to **Settings**, then open the **Import data** card. You can also use [this link](https://app.fotello.co/dashboard/settings).

<figure><img src="/files/JUNUlEVPCFVnH6tbWCiF" alt=""><figcaption></figcaption></figure>

### Request a migration

<figure><img src="/files/pCcMVU6CnnF8mYFIq8V3" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
**Choose where you're coming from**

Open the **Import data** card to launch the **Import your data** window, then pick your current platform:

* Aryeo
* HDPhotoHub
* Spiro
* RelaHQ
* Other (type in the platform name)
  {% endstep %}

{% step %}
**Pick what to bring over**

Select everything you'd like to move into Fotello:

* Listings
* Customers
* Orders
* Invoices
* Appointments
* Products
* Availability
  {% endstep %}

{% step %}
**Add an API key (if asked)**

For some platforms you'll be asked for an API key so we can pull your data securely. When a key is needed, the window shows step-by-step instructions for finding it on that platform.

If you don't have a key, leave the field blank — we'll help you get the data across.
{% endstep %}

{% step %}
**Submit your request**

Click **Import Data**. You'll see a confirmation that your request is in.
{% endstep %}
{% endstepper %}

### What happens next

Once you submit, our team takes it from here:

1. We'll confirm what data to bring over and any access we need.
2. We run the migration on our end — nothing for you to do.
3. You get notified once everything is live in Fotello.

{% hint style="info" %}
Bringing your customers over means they keep using the same login and see their past orders and listings right away — a smooth handoff with no disruption.
{% endhint %}


# Import Your Data

Request a migration of customers, listings, and orders from another platform.

Moving from another platform? You can request a data migration from **Settings** using the **Import data** card.

Use this option to bring over your existing:

* Customers
* Listings
* Orders

### How it works

{% stepper %}
{% step %}

#### Open Settings

Go to **Settings** in your Fotello account.

<figure><img src="/files/UOSJu6Fzv5uIPmLVuWZb" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Find Import data

Locate the **Import data** card.
{% endstep %}

{% step %}

#### Request your migration

Use the card to request a migration from your current platform.

Include the data you want moved into Fotello.

<figure><img src="/files/0rhzIoCamUxGudxHx0FZ" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### When to use this

Use data import if you already manage bookings or delivery workflows in another platform and want to keep your historical records in one place.

{% hint style="info" %}
Import data is a migration request flow. It is meant for moving existing business data into Fotello.
{% endhint %}


# Packages

Unlock revenue growth by bundling services into irresistible packages. These offerings not only cut costs but also streamline buying decisions and maximize order value.

### Start from templates

By default, Fotello gives you **3 package templates**. Each template includes photos, a name, a description, and tiered pricing. They're thoughtfully built around services that deliver the greatest value and impact for your business.

Use these as your starting point. Customize the copy, photos, included services, add-ons, and pricing. You can start selling immediately, then refine over time.

### Create a new package

{% stepper %}
{% step %}

#### Open Packages

In the left sidebar, go to **Studio Manager → Products**, then click the **Packages** tab or use [this link](https://app.fotello.co/dashboard/products).
{% endstep %}

{% step %}

<figure><img src="/files/xOdmITjfJ4cTVnDqhQaw" alt=""><figcaption></figcaption></figure>

#### Click **Add package**

Click the **Add package** button to open the package modal.

<figure><img src="/files/bJ5Mf1iSkOuu7kwEjhfS" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add a name and description

Use a clear, customer-facing name and add a short description that sets expectations on what’s included.
{% endstep %}

{% step %}

#### Enter a duration

Add the estimated time to complete the package in minutes - estimate by adding the duration for the included services and account for some buffer time.
{% endstep %}

{% step %}

#### Upload package photos/videos

Choose a few strong portfolio images that help sell the package in your Studio Manager.

The size of the Package thumbnails is 600x230 and you can add **JPEGs** up to 50MB which will be optimized so pages load fast.
{% endstep %}

{% step %}

#### Add included services and add-ons

Select all **services** and **add-ons** that are included in this package.

These are bundled into the package price. Customers don’t pay extra for them.

Learn more: [Add-ons](/products/add-ons)
{% endstep %}

{% step %}

#### Add area-based tiers

Create tiers based on square footage so customers see the right price for their property.

For each tier, fill out:

* **Price**
* **Min** range
* **Max** range

{% hint style="info" %}
If you want no upper limit, leave the **Max** field blank.
{% endhint %}
{% endstep %}

{% step %}

#### Tag recommended add-ons

Tag any **recommended add-ons** you want to suggest after a customer adds this package to their order.

These show on a separate screen as optional upgrades.
{% endstep %}

{% step %}

#### Create the package

Save the package to publish it to your Studio Manager.
{% endstep %}
{% endstepper %}

### How Packages fit with Services and Add-ons

* **Services** are the core items customers book.
* **Packages** bundle multiple services into one offer.
* **Add-ons** are optional upgrades shown during booking.

Learn more: [Services](/products/services)


# Services

Services show up individually or as part of packages in your booking flow and are the essentials your customers hire you for. Examples of some commonly offered services are photography, 3D virtual tours, aerial / drone photography, videography, floor plans etc.

### Start from templates

When you create a Fotello account, Fotello pre-builds service templates for you. They come filled out with example services, descriptions, tiered pricing, and photos.

Use these as a starting point. Edit the details and replace the photos to match your business so you can start selling immediately, then refine over time.

### Create a new service

{% stepper %}
{% step %}

#### Open Services

Go to **Studio Manager → Products**, then click the **Services** tab or use [this link](https://app.fotello.co/dashboard/products?tab=services).
{% endstep %}

{% step %}

#### Click **Add service**

This opens the create service modal.

<figure><img src="/files/0fRkXOiJ1fnum99alUsg" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Choose a service type

Pick the closest match, like **Photo**, **Video**, **Virtual Tour**, **Floor Plan,** etc. This helps Fotello keep your catalog organized.
{% endstep %}

{% step %}

#### Add a name and description

Use a descriptive name and write a short description that sets expectations. Include what’s delivered and turnaround time if you have one.
{% endstep %}

{% step %}

#### Set a duration

Add the estimated time to complete the service in minutes. Fotello uses this to schedule your bookings so services can be allocated the right amount of time.
{% endstep %}

{% step %}

#### Upload service photos/videos

Choose the best images or videos to serve as a portfolio for this service and boost conversion. Use **JPEGs** and keep file sizes small for faster loading. Our thumbnails for services are 512 px. We recommend a resolution of 1080p.
{% endstep %}

{% step %}

#### Add pricing tiers

You can create as many tiers as you need and set their names, prices, minimum and maximum square footage. There are multiple ways to use this feature:

* **Area based tiers**: You can breakdown your pricing for a specific service based on the area of the property. For example, you may want to display different prices for 3D Matterport tours depending on the square footage of the house. Tiers only show when booking area falls within the min and max range.

<figure><img src="/files/9lDkEl5RbTvJqhNil2dz" alt="" width="563"><figcaption></figcaption></figure>

* **Area independent tiers**: You can create incremental tiers for pricing services that are not based on the area of the property but on other factors like complexity or quantity. For example, you may want to display different prices for different numbers of photos or for 2D vs 3D floor plans.

<figure><img src="/files/WfUgCdRkHa9swAn6ngUf" alt="" width="563"><figcaption></figcaption></figure>

* You can also create a mix of tiers that are area-based or area-independent so your customers will see various options within the area range their booking falls in.

<figure><img src="/files/fUIXyaUwVo0FgVqOqJzh" alt="" width="563"><figcaption></figcaption></figure>

For example, depending on the square footage your customers book you for, they will see the respective pricing within that square footage range as shown below.

<div><figure><img src="/files/Ne1wkldCONd9gj7sXYpX" alt="When booking for 2000 sqft." width="375"><figcaption><p>When booking for 2000 sq.ft.</p></figcaption></figure> <figure><img src="/files/5F8FhCz69ObDpFTy9HBi" alt="" width="375"><figcaption><p>When booking for 3000 sq.ft.</p></figcaption></figure></div>

{% hint style="info" %}
If you want to remove the limit, just leave the "Max Range" field blank and the system will read it as infinity.
{% endhint %}
{% endstep %}

{% step %}

#### Add recommended add-ons

Attach recommended add-ons to show as upsells during booking. This is a simple way to increase order value without adding friction.

Learn more: [Add-ons](/products/add-ons)
{% endstep %}

{% step %}

#### Create the service

You can check how it looks in the preview to the right and then click **Create**. Your service is now available in your Studio Manager.
{% endstep %}
{% endstepper %}

### How Services fit with Packages and Add-ons

* **Services** are the core items customers book.
* **Packages** bundle multiple services into one offer.
* **Add-ons** are optional upgrades shown during booking.


# Add-ons

Add-ons help you increase order value without slowing down checkout.

Fotello supports two add-on workflows:

* **Booking add-ons** are optional upgrades you attach to services and packages.
* **Fotello add-ons** are built-in Fotello-powered upsells like Twilight and Staging.

Use this page for booking add-ons. For built-in Fotello templates, see [Fotello Add-ons](/products/fotello-add-ons).

### Create a new add-on

You create booking add-ons the same way you create services.

{% stepper %}
{% step %}

#### Open Add-ons

Go to **Studio Manager → Products → Add-ons** or use [this link](https://app.fotello.co/dashboard/products?tab=addons).

<figure><img src="/files/EQP6K8KYS1unzP1xQ9Ep" alt=""><figcaption></figcaption></figure>

Click **Add Add-on** to open the add-on form.

<figure><img src="/files/JvfQvButRH07wNsbg2HD" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add a type, name, and description

Pick the closest match for the add-on type to keep your catalog organized. Use a clear, customer-facing name. Keep the description short and outcome-focused.
{% endstep %}

{% step %}

#### Set the duration

Add a **duration** in minutes if the add-on affects the appointment length.

If it does not require on-site time, turn on **Time does not apply**.
{% endstep %}

{% step %}

#### Upload images

Add a few strong visuals. Images help customers understand the upgrade fast.
{% endstep %}

{% step %}

#### Add pricing tiers

Add either area-based or area-independent tiers to support different pricing options.

For each tier, fill out:

* **Tier name**
* **Price**
* **Min** and **Max** range (only for area-based tiering)

{% hint style="info" %}
If you want no upper limit, leave **Max** blank.
{% endhint %}
{% endstep %}

{% step %}

#### Save

Save the add-on when you're done.
{% endstep %}
{% endstepper %}

### Show add-ons in booking

Attach the add-on as a **recommended add-on** on a [Service](/products/services) or [Package](/products/packages).

When a customer adds that product during booking, Fotello surfaces the recommended add-ons at the right moment.

### Use Fotello add-ons for platform-service upsells

If you want to sell Fotello-powered extras like Twilight, Staging, Marketing Designs, or Premium Property Website, use the built-in templates in [Fotello Add-ons](/products/fotello-add-ons).

To let customers buy eligible Fotello add-ons after delivery, enable [Pay as you go](/billing/pay-as-you-go) and send the listing from [Deliver listing](/delivering-listings/deliver-listing).

### Best practices

* Keep booking add-ons tightly related to the selected service or package.
* Add time only when the upgrade affects scheduling.
* Avoid too many choices. Aim for 3–5 recommended add-ons per product.


# Fotello Add-ons

Fotello Add-ons are built-in templates for Fotello-powered upsells.

There is no separate **Fotello Add-ons** tab in the app.

You can personalize these templates, set your own customer-facing price, and use them in Fotello's add-on workflows.

Every account starts with these built-in templates:

* **Twilight** — defaults to **$10**
* **Staging** — defaults to **$10**
* **Same-day delivery**
* **Marketing Designs** — defaults to **$5**
* **Premium Property Website** — defaults to **$20**

{% hint style="info" %}
Default prices are starting points. You can edit them any time.

Included usage and pay-as-you-go coverage depend on your plan. See [Pay as you go](/billing/pay-as-you-go) and [fotello.co/pricing](https://www.fotello.co/pricing) for current plan details.
{% endhint %}

<figure><img src="/files/tVW9owoKaCMhX4BGD3Kt" alt=""><figcaption></figcaption></figure>

### Customize a Fotello Add-on

{% stepper %}
{% step %}

#### Open Add-ons

Go to **Studio Manager → Products → Add-ons**.

The built-in Fotello templates live in this same Add-ons area.
{% endstep %}

{% step %}

#### Pick a template

Open the built-in template you want to personalize.
{% endstep %}

{% step %}

#### Update name and description

Fotello locks the add-on type for built-in templates.

Change the name and description to match your brand and offer.
{% endstep %}

{% step %}

#### Add images

Upload example outputs that help customers understand the upgrade fast.
{% endstep %}

{% step %}

#### Review duration and pricing

**Time does not apply** pre-enabled since these usually don’t require on-site time.

A **Self-serve** tier is included by default. Update the price, tier name, and any other details you want customers to see.
{% endstep %}

{% step %}

#### Save

Click **Update** to save changes.
{% endstep %}
{% endstepper %}

### Where customers see them

Fotello Add-ons are separate from your regular booking add-ons.

Use regular [Add-ons](/products/add-ons) when you want to attach optional upgrades to services and packages during booking.

For post-delivery Fotello upsells, enable [Pay as you go](/billing/pay-as-you-go) and send the listing through [Deliver listing](/delivering-listings/deliver-listing).


# Travel Fee

Add a travel fee to cover the cost of getting to appointments that are further away. The fee is based on the distance or drive time between the assigned team member's home base and the appointment location.

Travel fees are calculated when an invoice is created and show up as a separate line item on the invoice.

### Why use travel fees

* **Cover travel costs** without raising your base service prices.
* **Keep pricing fair** so nearby customers aren't subsidizing faraway ones.
* **Flexible tiers** let you offer a free zone close to home and only charge past a certain distance or drive time.
* **Per-member calculation** means each team member's fee is based on their own home base, not a single company address.

### How it works

1. You set up a travel fee with tiers based on **distance** (miles or km) or **drive time** (minutes).
2. Each team member sets a **home base** address. If they don't, the company address is used.
3. When an order is accepted and an invoice is created, Fotello calculates the driving distance or time from the assigned member's home base to the appointment address.
4. The travel fee shows up as a line item on the invoice and is included in the total.

{% hint style="info" %}
Travel fees use actual driving routes, not straight-line distance.
{% endhint %}

### Set up travel fee

{% stepper %}
{% step %}
**Open Travel Fee**

Go to **Studio Manager → Products → Travel Fee** or use [this link](https://app.fotello.co/dashboard/products/travel-fee).
{% endstep %}

{% step %}
**Choose a travel metric**

Pick how you want to measure travel:

* **Distance**: from the assigned member's home base to the appointment, in miles or kilometers (based on your business settings).
* **Time**: drive time from the assigned member's home base to the appointment, in minutes.

<figure><img src="/files/QNFpXGldEpSUPlCjiT7i" alt="" width="563"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Configure fee tiers**

Set up one or more tiers. Each tier covers a range of distance or time and has its own charge.

For each tier, set:

* **Range**: the min and max values. The last tier has no upper limit.
* **Amount**: the dollar amount to charge.
* **Fee type**: choose **flat fee** (a fixed amount for the range) or **per mile / per km / per minute** (amount multiplied by units in that range).

Click **Add another tier** to add more.

<figure><img src="/files/54ZZhGMcJKzalics49CF" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The first tier always starts at 0. Set the amount to $0.00 to create a free travel zone.
{% endhint %}
{% endstep %}

{% step %}
**Test with the fee calculator**

Use the fee calculator at the bottom to preview what a customer would pay for a given distance or time.

<figure><img src="/files/CE6GSgq8YKFzdI3LanOV" alt="" width="563"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Save**

Click **Save** to apply your settings. The fee will be calculated on all new invoices going forward.
{% endstep %}
{% endstepper %}

### Set up home base

Each team member's travel fee is measured from their **home base** address. If a member doesn't have one set, the company address is used.

{% stepper %}
{% step %}
**Open Home Base**

Go to **Studio Manager → Availability → Home Base** or use [this link](https://app.fotello.co/dashboard/availability/home-base).
{% endstep %}

{% step %}
**Select a team member**

If you're an owner or admin, use the member selector in the top right to pick whose home base to set.
{% endstep %}

{% step %}
**Set the address**

Search for the address and select it from the suggestions.

<figure><img src="/files/TO35fofze8OVr2tvrxBN" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Save**

Click **Save** to update. Use **Reset to Default** to go back to the company address.
{% endstep %}
{% endstepper %}

### Example setups

#### Free zone + per-mile charge

| Tier | Range   | Fee            |
| ---- | ------- | -------------- |
| 1    | 0–15 mi | $0.00 flat fee |
| 2    | 16 mi+  | $1.50 per mile |

Appointments within 15 miles are free. Past that, the customer pays $1.50 for each additional mile. A 25-mile appointment would cost $15.00 in travel fees (10 miles x $1.50).

#### Tiered flat fees

| Tier | Range    | Fee             |
| ---- | -------- | --------------- |
| 1    | 0–10 mi  | $0.00 flat fee  |
| 2    | 11–25 mi | $25.00 flat fee |
| 3    | 26 mi+   | $50.00 flat fee |

Fixed charges that go up with distance. Simple and predictable for customers.

#### Drive-time based

| Tier | Range     | Fee              |
| ---- | --------- | ---------------- |
| 1    | 0–30 mins | $0.00 flat fee   |
| 2    | 31 mins+  | $1.00 per minute |

Useful when distance doesn't reflect actual travel time because of traffic or road conditions.

### How travel fee appears on invoices

When an invoice is created, Fotello calculates the travel fee and adds it as a **Travel Fee** line item. It sits between the subtotal and taxes.

If multiple team members are assigned or there are multiple appointments on an order, travel fees are summed across all members and appointments.

<figure><img src="/files/SzQ6h9MY2xSZpdjKV0cL" alt="" width="563"><figcaption><p>Travel Fee on a customer invoice</p></figcaption></figure>

{% hint style="info" %}
Travel fees are calculated at invoice creation, not during booking. This way the fee is based on the actual assigned team member and their home base.
{% endhint %}

### Good to know

* **Distance unit** (miles or kilometers) comes from your [business details](/business-details/branding). Travel fee uses the same unit.
* **Currency** follows your business currency setting.
* If a team member has **no home base** and no company address is set, no travel fee is calculated for that member.
* The appointment address comes from the listing or booking address on the order.
* Travel fee only applies when there is at least one accepted appointment with an assigned team member.
* A $0 travel fee does not show on the invoice.


# Custom Fee

Use custom fees to add charges like a booking fee, admin fee, or rush fee without changing your base product prices.

You can create as many fee templates as you need, choose either a fixed amount or a percentage, and mark a fee as default if you want Fotello to apply it automatically during booking and on new invoices.

### Why use custom fees

* **Cover admin or processing costs** without increasing your base service pricing.
* **Add a standard booking fee** to every order by marking it as a default fee.
* **Charge rush or after-hours fees** when a job needs special handling.
* **Apply one-off fees on specific invoices** when you only want to charge for a particular order.

### How custom fees work

1. You create one or more fee templates under **Custom Fee**.
2. Each fee can be a **fixed amount** or a **percentage**.
3. Turn on **Default fee** if you want that fee to appear automatically in the customer booking summary and on new invoices created from orders.
4. On draft invoices, you can add any saved fee manually, remove a fee, or adjust fixed-fee amounts before finalizing.

{% hint style="info" %}
Travel fees are separate and are managed in [Travel Fee](/products/travel-fee).
{% endhint %}

### Create a custom fee

{% stepper %}
{% step %}
**Open Custom Fee**

Go to **Studio Manager → Products → Custom Fee** or use [this link](https://app.fotello.co/dashboard/products/custom-fee).
{% endstep %}

{% step %}
**Click Add Fee**

This opens the fee dialog where you create a reusable fee template.
{% endstep %}

{% step %}
**Enter a name**

Use a short, customer-facing name like **Rush Fee**, **Booking Fee**, or **Admin Fee**.

{% hint style="info" %}
Each fee name must be unique. You can't create two fees with the same name.
{% endhint %}
{% endstep %}

{% step %}
**Choose a type and value**

Pick one of these options:

* **Fixed Amount** — Charges the same flat amount every time.
* **Percentage** — Charges a percentage of the order subtotal.

Then enter the amount or percentage you want to charge.
{% endstep %}

{% step %}
**Choose whether it should be a default fee**

Turn on **Default fee** if you want Fotello to automatically add it to:

* the customer booking summary
* new invoices created from orders

Leave it off if you only want to add the fee manually on specific invoices.
{% endstep %}

{% step %}
**Save**

Click **Add Fee** to create the template. You can come back later to edit or delete it.
{% endstep %}
{% endstepper %}

### Edit or delete a custom fee

Open the fee from the table or use the **⋯** menu to edit or delete it.

{% hint style="info" %}
Deleting a fee does not change existing invoices that already used it.
{% endhint %}

### Where custom fees appear during booking

Only fees marked as **Default fee** show automatically during booking.

Customers see them in the **Order Summary** under **Additional charges**, and the total updates right away.

If the fee is percentage-based, Fotello calculates it from the current subtotal. If a customer applies a promo code, the percentage fee recalculates automatically.

Learn more: [Booking Experience](/customer-portal/booking-experience) and [Coupons & Discounts](/products/coupons).

### Add custom fees to an invoice

On draft invoices, you can add any saved custom fee even if it is not marked as default.

1. Open a listing, go to the **Orders** tab, and open the draft invoice.
2. Click **Add fee**.
3. Select one of your saved fees, or click **Create fee** to make a new one without leaving the invoice flow.
4. Review the fee row on the invoice before saving.

Fixed custom fees can be edited directly on the draft invoice. Percentage fees recalculate automatically when you change line items or discounts.

If a fee was marked as **Default fee**, it may already be included when the invoice is created from the order. You can still remove it from the draft before finalizing.

Learn more: [Order Invoices](/payments/order-invoices).

### Good to know

* Fixed custom fees can be $0.00 or higher.
* Percentage fees can be from 0% to 100%.
* Only **Default fee** templates apply automatically during booking and on new invoices.
* Any saved fee can be added manually to a draft invoice.
* Travel fees are set up separately in [Travel Fee](/products/travel-fee).


# Coupons & Discounts

Create discount codes your customers can apply at checkout or you can apply to invoices. Use coupons to run promotions, reward loyal customers, or close deals faster.

### How coupons work

1. You create a coupon with a code, discount type, and optional restrictions.
2. Customers enter the code on the booking confirmation page to get the discount.
3. You can also apply coupons directly to invoices from the dashboard.
4. The discount is reflected on the invoice and the redemption count goes up when the invoice is finalized.

### Create a coupon

{% stepper %}
{% step %}
**Open Coupons**

Go to **Studio Manager → Products → Coupons** in the left sidebar or use [this link](https://app.fotello.co/dashboard/products/coupons).

<figure><img src="/files/oXuoDvXYHwYA5pmV5gnd" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Click Add coupon**

This opens the create coupon sheet.

<figure><img src="/files/fSGDnluB2CfYLx6KBm3m" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Enter a coupon code**

Type a code your customers will use at checkout. Codes are automatically converted to uppercase and can only contain letters, numbers, hyphens, and underscores.

{% hint style="info" %}
Once created, the code cannot be changed. Choose something short and memorable like **WELCOME20** or **SPRING-2026**.
{% endhint %}
{% endstep %}

{% step %}
**Choose a discount type**

* **Percentage off** — Enter a value between 1 and 100. The discount is calculated as a percentage of the eligible line items.
* **Fixed amount** — Enter a dollar amount. The discount is subtracted from the eligible line items, up to their total.
  {% endstep %}

{% step %}
**Set restrictions (optional)**

Restrictions let you control when and how a coupon can be used.

* **Expiry date** — The coupon stops working after this date. Leave blank for no expiry.
* **Max redemptions** — Cap how many times the coupon can be used across all customers. Leave blank for unlimited.
* **Minimum order amount** — Require a minimum cart subtotal before the coupon applies.
* **First order only** — Restrict the coupon to customers who haven't placed an order with you before.
  {% endstep %}

{% step %}
**Limit to specific products (optional)**

By default, a coupon applies to all products in the cart. Toggle **Limit to specific products** to restrict the discount to selected packages, services, or add-ons.

<figure><img src="/files/dtFKTeojvzz4eyyujAaJ" alt=""><figcaption></figcaption></figure>

When limited, the discount is calculated only on the eligible items. Items not in the list are charged at full price.
{% endstep %}

{% step %}
**Limit to specific customers (optional)**

Toggle **Limit to specific customers** to restrict the coupon to selected customers. Search and select one or more customers from your customer list.

<figure><img src="/files/L4jouhtQdf7L6bdRYFaS" alt=""><figcaption></figcaption></figure>

When limited, only the selected customers can redeem the coupon. Any other customer who tries to apply it sees an error.
{% endstep %}

{% step %}
**Create**

Click **Create** to save. The coupon is immediately active and ready to use.
{% endstep %}
{% endstepper %}

### Edit a coupon

Open the coupon from the table and update any field except the code. Changes take effect immediately for future uses.

You can update the discount amount, restrictions, applicable products, applicable customers, and active status.

### Deactivate a coupon

To stop a coupon from being used, open it and toggle **Active** off. Deactivated coupons remain in your list for reference but are rejected if a customer or team member tries to apply them.

{% hint style="info" %}
Deactivating a coupon does not affect invoices that already have the discount applied.
{% endhint %}

### Where customers use coupons

On the **Review & Confirm** step of your booking page, customers see an **Add promo code** option. They expand it, enter the code, and click **Apply**.

<figure><img src="/files/t0PqheSwrWzcFjR3oNIF" alt="" width="563"><figcaption><p>Promo code field on the booking confirmation page</p></figcaption></figure>

If valid, the discount appears on the order summary and the total updates immediately.

<figure><img src="/files/GM2Ibm3yJNMfNRDTvxNP" alt="" width="375"><figcaption><p>Order summary with a coupon discount applied</p></figcaption></figure>

If the code is invalid, expired, or doesn't meet the restrictions, the customer sees an error message explaining why.

### Discounts on invoices

There are two ways to discount a draft invoice: an **invoice-level discount** that applies across the entire order, or **line-item discounts** on individual products.

#### Invoice-level discount

Apply a single discount to the whole invoice.

1. Open a listing, go to the **Orders** tab, and open the invoice.
2. Click **Add discount** on the draft invoice.
3. Choose **Coupon** and search for a code, or choose **Custom** to enter a one-off percentage or fixed amount.
4. The discount is calculated and shown as a row on the invoice.

{% hint style="warning" %}
If you change line items after applying a coupon, you'll need to reapply it so the discount recalculates against the updated items.
{% endhint %}

#### Line-item discount

Discount an individual product on the invoice without affecting other line items.

1. On a draft invoice, click the **⋯** menu on any line item.
2. Choose **Add discount** and enter a percentage or fixed amount.
3. The discount appears directly below that line item.

<figure><img src="/files/oQyNJ51gDEnLLORqcaMc" alt=""><figcaption><p>A line-item discount on an invoice</p></figcaption></figure>

### Redemption tracking

Each coupon tracks how many times it's been used. The redemption count increases when an invoice with that coupon is **finalized**, not when the order is placed.

If you set a **max redemptions** limit, the coupon is automatically rejected once that number is reached.

### Discount types compared

| Type             | How it's calculated                    | Best for                                        |
| ---------------- | -------------------------------------- | ----------------------------------------------- |
| **Percentage**   | Percentage of eligible items' subtotal | Scaling discounts that work across price ranges |
| **Fixed amount** | Flat dollar amount off eligible items  | Simple, predictable promotions                  |

{% hint style="info" %}
For both types, the discount never exceeds the total of the eligible items. A $50 coupon on a $30 order discounts $30.
{% endhint %}

### Good to know

* Coupon codes are **case-insensitive**. Customers can type `welcome20` or `WELCOME20` and both work.
* When a coupon is limited to specific products and none of those products are in the cart, the coupon is rejected.
* When a coupon is limited to specific customers and someone outside that list tries to use it, the coupon is rejected.
* **First order only** checks whether the customer has any prior orders with your business, including guest bookings tied to the same email.
* A coupon applied during booking carries over to the invoice automatically when the invoice is created from that order.


# Customers

Use **Customers** to store client contact details. You can reuse customers when creating orders.

### View your customer list

Click **Customers** in the left sidebar to open your customer list. When a realtor signs up on your Fotello booking page, a new customer profile is automatically created and added to your customer list.

Each row shows a **Status**:

* **Active** — The customer has signed in to their portal.
* **Inactive** — The customer has not signed in yet.

Use the actions on the right of each row to edit, invite, or archive a customer.

### Open a customer

Click a customer's name to open their detail page. This page is the hub for everything tied to that customer.

The header shows a quick summary:

* **Revenue** — Total amount paid by the customer.
* **Outstanding** — Amount still owed. This appears in red when overdue.
* **Orders** — Number of orders placed.
* **Customer since** — Date the customer was added.

From the header, you can also:

* Click **New order** to start a booking with the customer selected.
* Click **Send reminder** to email a payment reminder for unpaid invoices.
* Use **More actions** (⋯) to email, archive, or unarchive the customer.

The detail page has these tabs:

* **Details** — Contact and billing details. Edit them here.
* **Listings** — Listings tied to the customer, with status and creation date.
* **Orders** — Orders with status, amount, and creation date.
* **Invoices** — Invoices with status, amount, and due date.
* **Teams** — Customer teams the customer belongs to.

Each row in **Listings**, **Orders**, and **Invoices** has an **Open** action.

### Invite a customer to their portal

Give customers access to their own portal. They can view listings, orders, and invoices. They can also pay invoices there.

Use a one-time sign-in link instead of asking them to set a password. From the actions on the right of a customer's row, choose:

* **Email magic link** — Sends an invitation email with a one-time sign-in link.
* **Copy magic link** — Copies the link for direct sharing, such as over chat.

Anyone with a magic link can sign in as that customer. Only share it with them.

After the customer's first sign-in, their customer-list status changes to **Active**.

Customers can also sign in through your branded portal with their email and password. The magic link provides a faster password-free option. See [Customer Dashboard](/customer-portal/customer-dashboard).

### Add/Edit a customer

{% stepper %}
{% step %}
**Add a new customer**

Click the **Add** button on the top-right of the customers page to create a new customer entry.

<figure><img src="/files/K5ur4QVe4IgQeEBpSnJZ" alt="adding customers"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Edit an existing customer**

Click on the customer's name or the edit icon on the right of the customer's row to open up customer details.
{% endstep %}

{% step %}
**Update customer details**

Enter the customer’s details.

You can also add a **License Number** (for example, a DRE#). When set, it appears in the contact section of the customer's branded property websites.

For invoicing, you can also add:

* **Billing address**
* **Tax ID** (optional)

<figure><img src="/files/RWpPlPeAoLtAkCPvifI9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Customer details are automatically synced to the branded property website, making it easy for prospective home buyers to get in touch with the listing agents. Detailed customer data allows for a more personalized browsing experience for every visitor. To see how your customer's details show up on the website, go to [Property Websites](/other-assets/property-websites).
{% endhint %}
{% endstep %}

{% step %}
**Save**

Click **Save** to create a new customer profile. Once saved, your customer's profile should look like this:
{% endstep %}
{% endstepper %}

<figure><img src="/files/Mf5E7TvzWoLe3cetPSBC" alt=""><figcaption></figcaption></figure>

### Import customers from a CSV file

Have a list of clients in a spreadsheet or exported from another platform? Add them all at once instead of entering each one by hand.

{% stepper %}
{% step %}
**Open the importer**

On the **Customers** page, click **Import CSV** from the actions at the top right.

<figure><img src="/files/1D9LKu5GXmU7rmBIPMhR" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Download the template**

Click **Download template** to get a ready-made CSV. It has a column for every detail you can import — name, email, phone, company, job title, license number, tax ID, and billing address.

<figure><img src="/files/YVlv7x2OZz3IceuN4y6M" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Fill in your customers**

Add one customer per row. **Email is required** on every row; everything else is optional. You can import up to **500** customers at a time.
{% endstep %}

{% step %}
**Upload and review**

Choose your file. Fotello shows a preview of every row marked **ready** or **skipped**, so you can catch problems before anything is added. Rows without a valid email — or that match a customer you already have — are skipped for you.
{% endstep %}

{% step %}
**Import**

Click **Import** to add the ready rows. When it finishes, you'll see how many customers were imported, and they appear in your list right away.
{% endstep %}
{% endstepper %}

### Customer Team Brand Kit

Use a customer team's Brand Kit to manage its logos.

Go to **Customers → Teams → Brand Kit**. These logos are available as watermarks in the photo editor for listings assigned to that customer.

{% hint style="info" %}
**Pro tip:** If you need help migrating customers from another platform, message our support team on chat. They can help import your list so you can start delivering from Fotello right away for free.
{% endhint %}


# Order Form

Use Order Form to create and manage multiple booking forms.

Each form gets its own name, URL slug, and customer-facing booking page.

Open **Studio Manager → Order Form** or use [this link](https://app.fotello.co/dashboard/order-form).

### What you can do on this page

You’ll see:

* A list of your order forms
* The selected form's booking link and preview
* Tabs that control the selected form's booking flow

From here you can:

* Create more than one order form
* Give each form a unique name and URL slug
* Copy the selected form's link
* Open the live booking page in a new tab
* Preview what customers see
* Control which products and customers can use each form
* Embed a form on your website

### Tabs on the Order Form page

The Order Form page includes multiple tabs.

#### Order Forms

Use this tab to:

* create, rename, or manage forms
* set each form's **name**
* set each form's **URL slug**
* copy the booking link for the selected form
* open the live booking page
* preview what customers see

Each order form can target a different workflow. For example, you might use one for agents, one for builders, or one for a specific brand or market.

### Create a new order form

{% stepper %}
{% step %}

#### Open the add form menu

On the top right, click the dropdown button.
{% endstep %}

{% step %}

#### Add the order form

Click **Add Order Form**.
{% endstep %}
{% endstepper %}

#### Settings

Use **Settings** to control how booking works for the selected form.

This includes product pricing by property size, scheduling, guest bookings, payment at booking, tips, and order approval.

See [Order Settings](/orders/order-settings).

#### Preferences

Use **Preferences** to manage the selected form's booking experience.

This is also where you control form-specific branding and limits, including which products appear on that form.

#### Intake Questions

Use **Intake Questions** to collect extra details from customers during booking on the selected form.

See [Intake Questions](/orders/intake-questions).

#### Embed

Use **Embed** to place the selected form directly on your website.

This is useful when you want customers to book without leaving your site.

### Open Order Form settings

Select the form you want to edit, then open **Settings**.

See [Order Settings](/orders/order-settings).

From there, you can configure:

* property-size pricing and collection at booking
* scheduling, start time display, and time-slot interval
* team member selection and guest bookings
* payment at booking, tips, and order approval

### Limit products per form

Each order form can have its own catalog and booking link.

Use form-specific product limits when you want one form to show only certain packages, services, or add-ons, then share its own link with the right audience.

This is useful when:

* one customer group should see a custom product mix
* one partner needs a private booking link
* one brand or market needs a separate form

### What customers can do on an order form

Your customers can use a form to:

* enter the property address and property size, if enabled
* choose packages, services, and add-ons
* schedule an appointment, if required or optional
* choose a team member, if enabled
* pay at booking, if enabled
* add a tip when payment is available
* create an account or continue as a guest, if guest booking is enabled

### Make it feel like your business

Customize each form using the settings below to keep booking on-brand.

* [Branding](/business-details/branding) — main customer-facing logo and brand color
* **Order Form → Preferences** — order-form-specific branding and display settings
* business details settings — name, contact info, and socials
* [Domain](/business-details/domain) — custom URL like `book.yourdomain.com`

### Ways to share an order form

Make each form easy to access wherever customers already find you.

* **Website** — Add a **Book Now** button or embed the form directly on a page.
* **Social** — Share the form link on Instagram, Facebook, LinkedIn, or anywhere else you promote booking.
* **Direct outreach** — Send the right form link by text, email, or WhatsApp.

{% hint style="info" %}
Each order form is fully responsive and mobile friendly.
{% endhint %}


# Orders Dashboard

The **Orders Page** helps you track new bookings or log orders manually. To access this, click **Orders** in the left sidebar.

If your customers book through your [Order Form](/orders/order-form), the orders show up here automatically. When status appears as **Pending,** you can click to review all the information and accept or cancel i&#x74;**.**

<figure><img src="/files/tDAoFwhVeltVODjlxe5N" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you have turned on auto-accept orders in **Order Form → Settings**, the status will show **Accepted** by default.

See [Order Settings](/orders/order-settings).
{% endhint %}

### Cancel an accepted order

You can cancel an order after accepting it.

1. Open the order.
2. Click the **⋯** menu in the upper-right corner.
3. Select **Cancel**.

If you need help canceling an accepted order, contact support for assistance.


# Order Settings

Use Order Settings to control how the selected order form works.

These settings apply per form. They control product pricing by property size, scheduling, guest checkout, payment at booking, tips, and order approval.

### Open Order Settings

Go to **Order Form**, select the form you want to edit, then open **Settings**.

<figure><img src="/files/8cu04zXvZJj2MzSr0pPt" alt=""><figcaption></figcaption></figure>

### Price by property size

Use **Collect property size at booking** if you want customers to enter property size before they choose products.

When this is on, customers only see products and prices relevant to the property size they entered.

When this is off, customers only enter the property address and product pricing falls back to the base tier.

### Scheduling

Use **Scheduling** to decide whether customers pick an appointment during booking.

<figure><img src="/files/B82AQMGReHzuinNf70HG" alt="" width="375"><figcaption></figcaption></figure>

Choose one option:

* **Required** — Customers must choose an appointment time during booking.
* **Optional** — Customers can choose to pick an appointment time or skip.
* **Not required** — No appointment time is required during booking.

{% hint style="info" %}
If you set scheduling to **Not required**, the appointment step is removed from booking.
{% endhint %}

### Start Time Slot Display

Use **Start Time Slot Display** to control how available appointment choices appear when booking includes scheduling.

<figure><img src="/files/GqYLLhTGJ4FLnYh8kaQ8" alt=""><figcaption></figcaption></figure>

Choose one option:

* **Exact time** — Customers pick a specific time slot from your availability.
* **Time of day** — Customers choose a start time window, such as **Morning**.

If you use **Time of day**, you can:

* rename each window
* set a start and end time
* add or remove windows

You can create up to 5 windows. At least 1 window must remain.

By default, Fotello creates:

* **Morning** — 8:00 AM to 12:00 PM
* **Afternoon** — 12:00 PM to 4:00 PM
* **Evening** — 4:00 PM to 8:00 PM

{% hint style="info" %}
If a window does not overlap with available working hours, customers will not see it in booking.
{% endhint %}

When a customer books a time window, the order shows the requested window. If no exact appointment is set yet, Fotello can suggest the first available slot inside that window.

<figure><img src="/files/rnQN4mbCordHdImByDtD" alt=""><figcaption></figcaption></figure>

### Time-slot interval

Use **Time-slot interval** to control the time gap between available booking slots.

For example, if the interval is set to **30 minutes**, customers will see booking slots spaced 30 minutes apart.

### Recommended times

Turn on **Show recommended times to customers** to highlight a short list of the earliest available appointments at the top of the scheduling step.

<figure><img src="/files/q8Y31tWY7TJAjF1BIQqI" alt=""><figcaption></figcaption></figure>

When this is on, customers first see up to three recommended times and can tap one in a single click. They can still switch to **All times** to browse the full calendar.

This setting applies to the **Exact time** display. It is on by default.

### Team member selection

Turn on **Let customers choose a team member** if you want customers to pick a specific team member during booking.

When this is enabled, customers can choose from the team members available for that booking.

### Guest bookings

Turn on **Allow guest bookings** to let customers place orders without creating an account.

With guest booking:

* customers can submit an order with basic contact details
* the customer is still added to your customer list
* they can create an account later

### Payment at booking

Use **Payment at booking** to decide whether customers pay during checkout or later.

<figure><img src="/files/zfPjqHQ4PzNZTFnEBTtr" alt=""><figcaption></figcaption></figure>

Choose one option:

* **Required** — Customers must pay the full amount at booking.
* **Deposit** — Customers pay a deposit at booking, and the balance is due on delivery.
* **Optional** — Customers can pay at booking or be billed later.
* **Not required** — No payment is collected at booking. Customers can pay later.

{% hint style="info" %}
Complete Stripe onboarding to enable payment options.

See [Payments](/payments/payments).
{% endhint %}

#### Set the deposit amount

When you choose **Deposit**, decide how much customers pay upfront:

* **Percentage** — Collect a percentage of the order total (for example, 50%).
* **Fixed amount** — Collect a set amount in your currency.

The remaining balance is due on delivery. At booking, customers pay the deposit to confirm the order, and you collect the rest later from the invoice. The invoice shows as **Partially Paid** with the outstanding **Balance due** until it is settled.

See [Order Invoices](/payments/order-invoices) to collect the remaining balance.

### Tips

Turn on **Let customers tip you** if you want customers to add a tip whenever they pay.

{% hint style="info" %}
Complete Stripe onboarding to enable tips.

See [Payments](/payments/payments).
{% endhint %}

### Order approval

Use **Order approval** to decide whether new bookings stay pending for review or are accepted automatically.

If orders are not auto-approved, new bookings stay **Pending** until you review them in [Orders Dashboard](/orders/orders-dashboard).

If orders are approved automatically, Fotello accepts the order right away and creates the listing for you.

See [Teams](/teams/teams) if teammates help manage incoming orders.


# Intake Questions

Use Intake Questions to collect the details you need before a customer books a shoot.

When customers book through your booking page, they can answer custom questions as part of the booking flow. This helps you gather access details, special requests, and anything else your team should know in advance.

Submitted answers are saved with the customer's order and appointment.

To get there, go to **Order Form** and click the **Intake Questions** tab, or use [this link](https://app.fotello.co/dashboard/order-form).

<figure><img src="/files/fa24K2zdKwsGDMVl0cav" alt=""><figcaption></figcaption></figure>

### Add or edit intake questions

Fotello includes some suggested questions by default. You can edit them, remove them, or add your own.

{% stepper %}
{% step %}
**Enter your question**

Type the question you want customers to answer during booking.
{% endstep %}

{% step %}
**Choose the field type**

Select the format that fits your question:

* Short Text
* Long Text
* Checkbox
* Dropdown
* Radio Button
* Numerical
* Date Picker
* Yes / No Toggle
  {% endstep %}

{% step %}
**Add answer options if needed**

If you choose **Checkbox**, **Dropdown**, or **Radio Button**, enter the answer choices your customer can select.
{% endstep %}

{% step %}
**Make it required**

Turn on **Required** if customers must answer the question before submitting the booking. Customers can skip questions that are not required.
{% endstep %}

{% step %}
**Save your changes**

Click **Save** when you're done.
{% endstep %}
{% endstepper %}

### See answers on the schedule

Once a customer books, their intake answers travel with the appointment so your team has everything they need before arriving on-site.

* **Open the Schedule**

  Click **Schedule** in the left navigation.
* **Open the appointment**

  Click the appointment to open its details.

  You’ll see the property area alongside the address, products, and assigned team members.
* **Expand Intake questions**

  Click **Intake questions** to expand the section and read every answer the customer provided during booking.

<figure><img src="/files/MJAq0y5SbXHwyTpNY5f1" alt=""><figcaption></figcaption></figure>

### Common questions to add

Here are a few questions photographers often use:

* **How will the photographer access the property?**
  * Examples: lock box code, SUPRA, gate code, or other access notes
* **Who will be present?**
  * Examples: agent, homeowner, or tenant
* **Finished basement?**
  * Good fit for a **Yes / No Toggle**
* **Neighborhood or community requests?**
* **Any special notes for the photographer?**
  * Examples: special requests, standout features, or anything else to know before arrival

### Example setup

You can create a **Checkbox** question for optional spaces or features.

**Question:** Want photos of these additional areas?

**Options:**

* Utility Room
* Attached Garage

This is useful when customers may want extra coverage but not every property includes the same spaces.

{% hint style="info" %}
Use short, specific questions. This makes the booking flow faster and improves response quality.
{% endhint %}


# Terms and Conditions

Add your own Terms and Conditions that customers must accept before confirming a booking. You can also add a Privacy Policy that agents accept when creating a Customer Portal account.

### Set up your legal documents

Go to **Settings → Business → Legal**. You can also use [this link](https://app.fotello.co/dashboard/business/legal).

<figure><img src="/files/kwhWuT9H2sHIQt3HjqyQ" alt=""><figcaption></figcaption></figure>

You'll find two documents to fill in:

* **Terms and Conditions** — Shown to customers when they book.
* **Privacy Policy** — Shown to agents when they create a Customer Portal account.

Each document has a rich text editor. Write or paste your content. Use headings, lists, links, and other styling as needed.

When you're done, click **Save**. Your Terms and Conditions appear on the booking page immediately.

{% hint style="info" %}
If the Terms and Conditions editor is empty, that booking step is skipped. Customers won't see a checkbox or accept any terms.
{% endhint %}

### What your customers see

When a customer reaches the **Review & Confirm** step of the booking flow, they'll see a checkbox:

<figure><img src="/files/JAKSqGzKGgDVgPAszPbl" alt=""><figcaption></figcaption></figure>

The "Terms and Conditions" text is a clickable link that opens a dialog with the full content you wrote. Customers must keep the checkbox checked to confirm their booking — unchecking it disables the confirm button.

To learn more about the full booking flow, see [Booking Experience](/customer-portal/booking-experience).

### When agents sign up to your portal

When an agent creates a Customer Portal account, they accept your Terms and Conditions and Privacy Policy before completing sign-up. Each document appears as a link they can open and read.

Agents only see documents you have filled in. Leave a document blank to hide it during sign-up.


# Log Offline Orders

There are three ways to create orders in Fotello.

If a customer books through your [Order Form](/orders/order-form), Fotello collects the order details for you. Once you accept the order (either manually or if you have the auto-accept setting turned on), it is automatically linked .

If the booking happens offline, log the order manually in Fotello. This keeps the order, customer, products, appointment, delivery, and payment in one place.

### Log a new order manually

{% stepper %}
{% step %}
**Open Orders**

Click **Orders** in the left sidebar.

Click **New Order** in the top right.

<figure><img src="/files/UxN9wF96aoX6KuvHm00w" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Add the address**

Enter the property address for the order. Select the full address from the dropdown.
{% endstep %}

{% step %}
**Select or create the customer**

Choose a customer in the **Customer** field.

You can search by name, email, or company.

If the customer is not in your list, click **Create new customer**.

Enter the first name, last name, and email.

Click **Create & select**.

<figure><img src="/files/ASb7za89b3VEqabaD5gL" alt="" width="375"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Add products or services**

In the **Products** section, click the edit icon.

Select the package, service, or add-ons for the order.

If a product has options, choose the correct variant.

You can use search or the product filter to find items faster.

Click **Save**.

<figure><img src="/files/yovYCgQpulnfqR9X2Yvo" alt="" width="563"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Schedule the appointment**

In the **Appointments** section, click the **+** button.

Choose the appointment date and time for the shoot.

Set the correct timezone before you confirm the time slot.

You can view available times in **12h** or **24h** format.

Click **Create** to add the appointment.

<figure><img src="/files/IO4odmddUTlbjVnWcX2R" alt="" width="563"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Create and accept the order**

Review the address, customer, products, and appointment.

Click **Create & Accept** to finish.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Add products before scheduling the appointment. Fotello uses the selected products to calculate the appointment duration and show available times.
{% endhint %}

### Why log offline orders in Fotello

Logging manual orders keeps everything in sync and helps you stay organised.

You can upload all [Other Assets](/other-assets/property-info) to the same order, [deliver the listing](/delivering-listings/deliver-listing), create [Order Invoices](/payments/order-invoices) and collect [Payments](/payments/payments) from the customer before they can download.

If you use a connected calendar, the appointment also fits into your scheduling workflow. See [Calendar Integration](/availability-and-scheduling/calendar-integration).


# Editing


# Adding Photos

Upload photos by dragging and dropping RAW files or JPEGs into Fotello.

Previews load right away so you can sanity-check the set.

### Add photos

{% stepper %}
{% step %}

#### Create a new listing

Click on the [New Listing](https://app.fotello.co/dashboard/new-listing) tab in the left navigation panel.

Enter the property address to start creating a new listing.<br>

<figure><img src="/files/PdRH8bNCivSnsXZqUKtn" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add your photos to the listing

Drag your photos into Fotello, straight from your SD card or desktop. Drop them anywhere in the upload area.

You can also click on the pink 'Browse Files' button and select your photos from the pop-up window.

Before uploading, rename files that match an existing image. Add `-v2` or today's date to the filename. Duplicate filenames can cause duplication errors and prevent processing.

{% hint style="info" %}
**Pro tip**

You can upload from your phone or tablet on-site for instant delivery.

Start the upload on Wi-Fi or cellular while you’re still at the property.
{% endhint %}
{% endstep %}

{% step %}

#### Review duplicate photos

Fotello detects duplicate photos during upload.

When a duplicate is found, choose one option:

* **Replace duplicate** — Replace the existing photo with the uploaded photo.
* **Keep all** — Keep both photos in the listing.
  {% endstep %}

{% step %}

#### Confirm previews

Wait for thumbnails to appear. Spot-check that every bracket set made it in.
{% endstep %}

{% step %}

#### Add more photos from a different device or file location

If you want to add more photos before you start Enhancing, you can click on the "Add more photos" button at the bottom left.

<figure><img src="/files/74E91W0Aeo1T9Z03rNAz" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Best practices

* **Use a unique filename for every upload.** Keep metadata intact. Fotello uses EXIF capture time to auto-group brackets.
* **No need to pre-process anything.** Skip Lightroom exports, resizing, and color tweaks. Upload RAW files straight from camera.

{% hint style="warning" %}

#### Troubleshooting: Missing previews

Previews come from the embedded thumbnail in your RAW file. If thumbnails don’t show up, your files can still edit.

Try these quick checks:

* **Camera settings:** Some cameras can disable embedded RAW previews. Turn it back on for future shoots.
* **Browser:** Brave and other privacy browsers can block previews. Use Chrome for best results.
* **Extensions:** Ad/script blockers can interfere. Disable them, then refresh.

If it still looks off, try an incognito window. Or message our team and we’ll help you sort it fast.
{% endhint %}


# Bracketing

Once you drop in your photos, Fotello groups them into brackets automatically. That means less time sorting. More time shooting. Clean bracketing starts in-camera, though. Small habits make a big difference.

{% hint style="info" %}
Fotello supports **single exposures** and **multi-exposure brackets**.

You can mix both in the same listing. For example, if you shoot brackets for interiors and single shots for exteriors, you can drop everything together into the same listing. Fotello will figure it out.
{% endhint %}

{% hint style="warning" %}
Set up or adjust brackets before you enhance the listing. Bracketing is not available after images are enhanced.
{% endhint %}

### The goal of bracketing

A bracket is **all exposures of one scene**, grouped together.

For the best results, each bracket should:

* Include **one scene** only.
* Use **one file format** only (RAW *or* JPEG).
* Stay clearly separate from the next scene.

{% hint style="info" %}
When you upload photos with multiple brackets, Fotello only counts the final edited photos toward your total photo count.\
For instance, if you have 250 bracketed shots resulting in 50 finished photos, only the 50 final photos are counted, and you won't incur charges for extra photos.
{% endhint %}

{% hint style="info" %}
Upload your original bracket images instead of a pre-merged file.

Foton AI uses the full dynamic range across each exposure. This produces the best result. Pre-processed or pre-merged images may not deliver the same quality.
{% endhint %}

### How Fotello brackets your photos

Fotello reads EXIF capture time and groups photos taken close together.

By default, anything captured within **2 seconds** is treated as one bracket.

That default fits most “auto-bracket on tripod” workflows.

### Bracketing modes

Choose the mode that matches how you shoot.

* **Auto time-based:** Best for camera auto-bracketing. Groups frames captured inside your chosen time window. Fast shooter? Shorten it. Slower shooter? Lengthen it.

<figure><img src="/files/0GbcB33Qp1cYbuHuwgnX" alt="" width="563"><figcaption></figcaption></figure>

* **Auto count-based:** Best for predictable patterns. Groups in filename order. Use it if you always shoot 3, 5, or 7 frames per scene.

<figure><img src="/files/bDy8yFOzGFcV56i970R9" alt="" width="563"><figcaption></figcaption></figure>

* **Manual:** Best for flambient or varrying timing. Photos appear in filename order like a filmstrip. Merge, split, and build exact flash + ambient groups.

<figure><img src="/files/bRXIIq2zYcjaqOMWjxNe" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="danger" %}
Ensure all devices are synchronized to the same time settings. This alignment is crucial for accurate EXIF data, which prevents errors during the organization of bracketed photos.
{% endhint %}

### Culling

To cull your photos efficiently in one step, use our integrated platform feature; no need for external software or pre-processing. If you prefer not to enhance specific photo groups with Fotello, uncheck the box at the top left to exclude them from processing.<br>

<figure><img src="/files/YHfPwTh4KOnIi3vFhB08" alt=""><figcaption></figcaption></figure>

### Best practices

These are the most common things that break brackets.

* **Use one file format per scene.** Some cameras save RAW + JPEG together. Upload only one. Mixed formats often split scenes or create duplicate brackets.
* **Don’t mix different scenes in one bracket.** If one bracket contains two angles or rooms, split it in Manual mode.
* **Don’t split one scene across two brackets.** If one scene is separated into multiple groups, merge them in Manual mode.
* **Keep dimensions consistent inside a bracket.** Keep resolution, crop, and orientation consistent. Avoid mixing a full-res frame with a cropped frame.


# Preferences

Set preferences to consistently achieve your desired look for every photo in a listing before you click 'Enhance'. Then fine-tune per photo in the [Adjust panel](broken://spaces/9bFz3iNv5JjEmRK1wNQO/pages/Wuu22zprZvaZ6sFI4HNu) after the listing has finished processing.

### Perspective Correction

<figure><img src="/files/M0FL19X4ydCgr6mNbUHV" alt=""><figcaption></figcaption></figure>

Use **Perspective Correction** to straighten vertical lines. It’s smart. It avoids over-correcting extreme angles.

Keep it **On** for most interiors and exteriors. Turn it **Off** for drone shots or steep downward angles (like loft-to-living-room shots).

### Sky Style

Choose the sky style Fotello applies to your photos. It can replace outdoor skies and skies visible through interior windows. Fotello subtly repositions the sky per photo. That avoids a repeated “pasted sky” look across a set.

{% hint style="info" %}
Use the **Scope** dropdown to choose where Sky Style applies:

* **Interior** replaces skies visible through windows.
* **Exterior** replaces skies in exterior photos.
* **All** replaces skies in both photo types.

Sky Style is separate from the one used in [Twilight](/photos/twilight).
{% endhint %}

<figure><img src="/files/Itn2Wxkn7nUjmbOj24JH" alt=""><figcaption></figcaption></figure>

Pick an included style:

* Sunny puffs
* Loaded puffs
* Streaks & puffs
* Sweep streaks
* Scatter streaks
* Crisp streaks
* Clear fade
* Original (turns sky replacement off)

Or upload your own sky to match your brand.

#### Upload your own sky

1. In **Sky Style**, click **Upload**.
2. Select a sky image from your computer.
3. Your uploaded skies stay in your account for reuse. Your whole [Team](/teams/teams) can use them too.

#### Best practices for custom skies

* Use high-resolution images (avoid banding and compression artifacts).
* Use images that are only sky (no houses, trees, or skylines).
* Match the scene’s light direction and time of day.

### Enhancement Style

<figure><img src="/files/8RaTS5z2Z88FSUPrrz4E" alt=""><figcaption></figcaption></figure>

Pick the overall editing “personality” using the **Enhancement Style**.

#### Signature

Produces a premium, hand-blended look. Use it for a more finished, editorial feel with minimum casts and punchy colors.

#### Natural

Produces edits closer to your RAW files. Use this style when you want more balanced edits that look minimally retouched.

After enhancing, you can switch the styles using adjustment panel.


# Enhancing

Once you are happy with the bracketing and preferences, review the selected photos.

To exclude a photo before enhancement, uncheck it. Fotello will not enhance that photo.

Then click the pink **Enhance Listing** button at the bottom.

<figure><img src="/files/0B66NJU1R9lCJvOpGBKV" alt=""><figcaption></figcaption></figure>

The moment you hit **Enhance**, Fotello starts uploading right away. We process files as they arrive. Once a photo is in, we process it in about **2 minutes**, no matter how many photos you uploaded.

{% hint style="info" %}
When you click the "Enhance Listing" button in Fotello, you are charged for the listing at this stage. This action finalizes the listing with your selected photos, and Fotello begins uploading and processing them as a group.
{% endhint %}

### Upload speed

We don’t throttle uploads. Your upload speed depends on your internet connection, the size and number of photos you're trying to upload. For most users, uploads feel faster than Dropbox, especially with large batches of RAW images.

### Upload progress

Track your upload from the progress bar in the top-left of the listing. If something fails, click **Retry** below the progress bar to continue the upload.

See more: [Upload Failure](/troubleshooting/upload-failure#if-upload-fails)

<figure><img src="/files/cIAG32b0ipkxSuxFNoM3" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Pro tip:** You don’t need to watch the upload.

Open **New Listing** in a new tab and start uploading the next listing. Fotello can process multiple listings at the same time!
{% endhint %}

### Best practices

These are the small things that prevent failed uploads.

* **Don’t move or delete files while they upload.** Keep them in the same folder until you’re done.
* **Don’t refresh the browser tab.** A refresh stops the upload.
* **Keep your computer awake.** Disable sleep mode until the upload completes.
* **Use stable internet.** Wi‑Fi dropouts can interrupt large batches.
* **Watch your RAM.** Heavy apps + big uploads can crash the browser.

{% hint style="warning" %}
**Upload failed or missing photos**

Fotello will process whatever successfully made it in. For the rest, use **Re-upload failed files**.

See more: [Upload Failure](/troubleshooting/upload-failure)
{% endhint %}


# Sorting Photos

Control the order photos appear in your listing. Open the **⋯** menu on the Photos tab and select **Sort by** to choose a sort mode.

### Organize photos by scene

Fotello can automatically group images from the same scene.

Open the **⋯** menu in the top-right of any listing's **Photos** tab, then select **Organize**.

### Sort options

* **Custom** — Drag photos to arrange them in any order you want. This is the default. Your custom order is saved automatically and carries through to delivery.
* **Name** — Sort photos alphabetically by filename. Useful when your camera names files sequentially (e.g., `DSC_0001`, `DSC_0002`).
* **Date Created** — Sort photos by the time they were captured. This uses the EXIF capture time embedded in your photo files, so the final order matches the sequence you actually shot them in.

{% hint style="info" %}
**Date Created** is only available when your photos have capture time metadata. Listings created before this feature was introduced may not have this data, so you'll see **Custom** and **Name** only.
{% endhint %}

### Reordering with drag and drop

You can drag any photo to a new position in the grid. Once you move a photo manually, the sort mode switches to **Custom** to reflect your new arrangement.

### Switching sort modes

When your photos are in a custom order and you switch to **Name** or **Date Created**, Fotello asks you to confirm before reordering. This is because applying a new sort overwrites your current arrangement. You can always drag photos again afterwards to fine-tune.


# Downloading Photos and RAWs

Downloads are a premium feature available only on paid plans.

Fotello paid plans include storage for RAW and edited photos for up to one year. You can download edited photos for sharing or print, and download original RAW files when needed.

You can download the edited photos for a listing by clicking the **Download** button in the top-right corner of the listing page.

### Download edited photos

Photographers and customers get the same **Web** and **Print** download options.

#### Download for Web

**Web** downloads are JPEGs for MLS and online sharing.

* The longest edge is up to **2560 pixels**.
* The original aspect ratio is preserved.
* Files do not include a DPI setting.

#### Download for Print

**Print** downloads are higher-resolution JPEGs for brochures and print.

* The longest edge is up to **4096 pixels**.
* Photos with a valid [Upscale](/photos/personalizing-photos/upscale) output can download up to **6000 pixels**.
* Files include **300 DPI** metadata.
* The original aspect ratio is preserved.

These options use the same size and DPI rules for individual, bulk, and delivery-page downloads.

### Download original RAWs from a photo

{% stepper %}
{% step %}

#### Open the listing

Go to **Listings** and open the listing you want.

Select the **Photos** tab.
{% endstep %}

{% step %}

#### Hover over the photo

Move your cursor over the edited photo.

The photo actions appear on the image.

<figure><img src="/files/rgKBfKZHevufOPZMtbbm" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Click Download original images

Click the **Download original images** <img src="/files/dY7VhqAseXpsJjoiFaNY" alt="" data-size="line"> button.

Fotello downloads the original RAW input files for that photo to your computer.
{% endstep %}
{% endstepper %}

### If you do not see the button

Check these first:

* **Plan access:** RAW storage is available only on paid plans.
* **Edit status:** The photo must already be edited with Fotello.
* **Photo hover state:** The action only appears when you hover over a photo under the photos tab in a listing.


# Digitally Altered (Cal AB 723)

California AB 723 took effect on **January 1, 2026**. It requires disclosure for certain digitally altered real estate listing photos advertised in California.

### Who it affects

AB 723 applies only to **real estate listings advertised in California**.

It does not apply outside the state. If you operate elsewhere, check your local MLS or association rules.

### What counts as digitally altered

Most standard edits including changes like color, exposure, cropping, and similar adjustments are not considered digital alteration.

A few features may create images the law may treat as digitally altered:

* [Twilight](/photos/twilight)
* [Staging](/photos/staging)
* [AI Revisions](/photos/personalizing-photos/ai-revisions) when used to alter the property

If you're unsure about a specific image, confirm the requirement with your broker or MLS.

{% hint style="info" %}
Your original uploaded photos are always stored and available for download in your Fotello dashboard. See more on [Downloading Photos and RAWs](/photos/editing/downloading-raws)
{% endhint %}

### Read the law

[Read the full text of AB 723](https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260AB723)

<details>

<summary>Disclaimer</summary>

This page is for general information only.

Fotello does not warrant compliance with any law or MLS rule and is not responsible for how its editing tools are used. Compliance is the responsibility of the user, broker, and licensee.

</details>


# Personalizing Photos

Use the **Adjust Panel** to fine-tune enhanced photos one image at a time or across a full set.

Start with [Adjust Panel Overview](/photos/personalizing-photos/adjust-panel-overview). Then open the tool you need:

* Profiles and core edits like **Basic**, **Color**, and **Tone**
* Cleanup tools like **Remove Tool** and **Privacy Blur Tool**
* Styling tools like **Sky Style**, **Personalized TV Screen**, and **Fireplace**
* Revision workflows like [AI Revisions](/photos/personalizing-photos/ai-revisions), [Human Revisions](/photos/personalizing-photos/human-revisions), and [AI Quality Control](/photos/personalizing-photos/ai-quality-control)


# Adjust Panel Overview

Fine-tune enhanced photos with profiles, fixes, and revisions.

## The Adjust Panel

The Adjust panel is where you fine-tune photos, before or after Enhance runs. Open any photo in full screen to start editing.

Use it to clean up distractions, apply a consistent look, make AI-guided changes, or request a human touch-up without leaving Fotello.

Everything below lives inside that panel, grouped the way you'll see it on screen.

<figure><img src="/files/QDtOnTQBZIp1HA5jEgiU" alt=""><figcaption></figcaption></figure>

***

### Foton 10.0 Styles

Chooses the AI model and rendering style used to process the photo.

* **Signature** — Fotello's signature rendering style.
* **Natural** — A lighter-touch, true-to-life rendering style.

Switch between Signature and Natural to see which style better fits a given room or listing before moving on to Basic, Color, and Tone.

***

### My Profiles

Save a look once, apply it everywhere. A profile captures your Basic, Color, Tone, and Detail settings as a single preset.

* **Create** — Dial in a photo until it matches your style, then save those settings as a new profile.
* **Apply** — Push a saved profile onto any photo in one click.

Starting profiles come built in:

* **Airy** — Lifted shadows, soft contrast. Bright and open.
* **Crisp** — Punchy contrast, clean whites. Sharp and modern.
* **Golden** — Warm temp, deeper tones. Late-afternoon glow.
* **Deep** — Rich shadows, saturated color. Bold and moody.
* **Bright** — Higher exposure, lifted whites. A cleaner, lighter overall look.
* **Dark** — Lower exposure, deeper blacks. A moodier overall look.

Duplicate a shoot's mood across every room in minutes, or build your signature look once and reuse it on every listing after.

***

### Basic

The two adjustments that shape overall brightness and depth.

* **Exposure** — Brightens or darkens the whole image.
* **Contrast** — Widens or narrows the gap between light and dark areas.

Start here before touching anything else. Most photos only need small moves on these two sliders.

***

### Color

Controls how warm, cool, or vivid the image reads.

* **Temp** — Shifts the photo toward blue (cooler) or yellow (warmer).
* **Tint** — Shifts the photo toward green or magenta. Use this to correct color casts Temp alone can't fix.
* **Saturation** — Turns color intensity up or down across the whole image.

If a room looks off-color under mixed lighting, Temp and Tint together will get you back to neutral faster than either alone.

***

### Tone

Fine-grained control over specific brightness ranges, separate from the broad Exposure and Contrast sliders in Basic.

* **Highlights** — Recovers or boosts the brightest areas, like windows or sky.
* **Shadows** — Lifts or deepens dark corners and unlit spaces.
* **Whites** — Sets the white point. Push this to make bright areas pure white.
* **Blacks** — Sets the black point. Push this to deepen true black areas.

Use Highlights to pull detail back from a blown-out window without touching the rest of the room. Use Shadows to open up a dim hallway without brightening everything else.

***

### Detail

* **Sharpening** — Adds edge definition and crispness.
* **Softness** — Smooths edges and reduces harshness.

Small moves go a long way here. Oversharpened photos read as artificial, especially on textured surfaces like stucco or brick.

***

### Manual Lens Correction

Fixes distortion introduced by wide-angle lenses, straightening lines that should be straight.

* **New** — Start a fresh manual correction.
* **Distortion** — Adjust the strength and direction of the correction until vertical and horizontal lines look true.

Reach for this when Enhance hasn't fully corrected a wide-angle shot, or when you want manual control over how much correction to apply.

***

### Aspect Ratio

Crop a photo to a fixed ratio, or leave it uncropped.

* **Original** — No crop. Keeps the photo as shot.
* **Freeform** — Crop to any custom shape.
* **3:2** — Standard DSLR ratio.
* **4:3** — Standard for many listing platforms.
* **16:9** — Widescreen, ideal for video thumbnails and website headers.
* **9:16** — Vertical, built for Stories and Reels.
* **1:1** — Square, built for social feeds.

Pick the ratio that matches where the photo is headed. A hero shot for the MLS needs a different crop than one going into an Instagram carousel.

***

### Wall Color

Repaints the walls in an interior photo with a color you choose. Pick one of the neutral swatches or set a custom color, click **Change Wall Color**, then dial in the **Strength** slider.

Reach for this when a bold or dated wall color distracts from the room. See [Wall Color](/photos/personalizing-photos/wall-color) for the full walkthrough.

***

### Remove Tool

Erases unwanted objects from a photo. Click **Start Removing**, then paint over anything you want gone.

Common uses:

* Trash cans, cords, and clutter
* Cars parked in the driveway
* Reflections in mirrors or windows
* Stray pets or people passing through frame

The tool fills the erased area based on the surrounding pixels, so results are best on simple, repeating backgrounds like lawns, walls, and pavement.

***

### Privacy Blur Tool

Blurs sensitive information before a photo goes public. Click **Start Blurring**, then paint over the area to obscure.

Use it on:

* License plates
* House numbers, if a client requests it
* Personal items visible through windows
* Any identifying detail a client wants hidden

This tool protects privacy without needing to remove the object entirely.

***

### Perspective Correction

Straightens converging lines caused by camera angle, separate from lens-based distortion.

* **Auto Perspective Correction** — Applies correction automatically in one click. Start here.
* **Horizontal** — Corrects left-right lean.
* **Vertical** — Corrects up-down convergence, the most common fix for shots taken looking up at a building.
* **Rotation** — Levels the horizon.

Use Auto Perspective Correction first, then fine-tune with Horizontal, Vertical, or Rotation if the auto pass doesn't fully straighten the lines. Reach for the manual sliders directly after Manual Lens Correction if lines still don't look true. Vertical correction is the one you'll use most on exterior shots.

***

### Color Editor

Targets a single color and adjusts it without affecting the rest of the image. Select **Color**, pick the hue you want to change, and adjust it independently.

Use this to deepen sky blue without shifting skin tones, or to correct a wall color that's reading warmer or cooler than it actually is, without touching anything else in the frame.

***

### Options

* **Upscale with Topaz Gigapixel** — Increases resolution and recovers detail on low-resolution or heavily cropped images.
* **Grass Enhancement** *(free for 30 days)* — Greens up dull or patchy lawns automatically.

Reach for Upscale when a photo needs to be printed large or cropped tight. Reach for Grass Enhancement on exteriors shot during off-season or drought conditions.

***

### Sky Style

Replaces a dull, overcast, or blown-out sky with a clear one. Click **Upload** in the **Sky Style** section to use your own sky image, or pick from the built-in library:

Sunny puffs, Loaded puffs, Streaks & puffs, Sweep streaks, Scatter streaks, Crisp streaks, Clear fade, Original

**Original** keeps the sky as shot. The rest range from light cloud cover to fuller, more dramatic skies, so pick the one that matches the season and mood of the listing without looking out of place next to the rest of the exterior.

***

### Personalized TV Screen

Replaces a blank or off television screen with a chosen scene. Click **Upload** in the **Personalized TV Screen** section to use your own image, or pick from the built-in library:

Exterior View, Midnight Fade, Palm Paradise, Moraine Lake, Canyon Flames, Coastal Cove, Tropical Bliss, Eclipse Black

A blank TV reads as an empty, unfinished room. A lit screen adds warmth and life to the shot.

***

### Fireplace

Adds a lit flame to an empty or unlit fireplace. Click **Upload** in the **Fireplace** section to use your own image, or choose from the built-in library:

Cottage Flame, Panorama Glow, Desert Flare, Crystal Ember, Volcano Vault

Best used on listings shot during warmer months, when a cold fireplace can make a living room feel less inviting.

***

### Aerial Pins

Drops labeled markers onto aerial and drone shots to call out nearby points of interest. Choose an icon, or click **Upload** in the **Aerial Pins** section to add your own pin image. Then place it on the photo:

Pin, Star, Arrow, Drop, School, Bus, Subway, Airport, Beach, Hospital, Restaurant, Shopping, Gym, Golf

Set a customer's pin color in **Customers → Teams → Brand Kit**. That color applies to Aerial Pins on the customer's listings.

Use these to show buyers what's walkable or nearby directly on the aerial shot, without them needing to check a separate map.

***

### Property Lines

Draws the boundary of a property directly onto an aerial photo. Click **Start Drawing** and trace the lot line.

Useful on larger or irregularly shaped lots, where buyers need a clear sense of where the property actually ends.

***

### Personalize It to Match Your Style

One-click actions for common requests, applied directly to the photo:

* Remove clutter
* Slightly blow out exterior
* Remove camera & photographer
* Add green grass
* Remove humans
* Add fire to fireplace
* Clean pool

Each action can run one of two ways:

* **AI** — Applied instantly by Fotello's AI.
* **Human** — Routed to a human editor for a manual touch-up.

Use AI for speed on straightforward fixes. Switch to Human when a photo needs a more careful hand, like a tricky removal or a blend that AI alone won't nail.

These are fast paths to the same results the Remove Tool, Grass Enhancement, and Fireplace features produce, without opening each tool individually.

***

### Compliance

Add a disclaimer when a photo needs an alteration or staging disclosure. Choose the disclaimer type, then select its position on the photo.

* **Digitally Altered** — Adds a standard disclosure for materially altered photos.
* **Virtually Staged** — Adds a standard disclosure for virtually staged photos.
* **Custom text** — Adds disclosure text you provide.

Use **Position** to set where the selected disclaimer appears. Apply the same disclaimer and position to multiple photos through **Bulk Edit**.

Check your MLS's specific disclosure rules before publishing. Requirements vary by region, and the responsibility to disclose sits with the listing agent and photographer, not with Fotello.

***

### Branding

Adds your logo directly onto a photo. Upload a **PNG** or **JPEG** logo or pick one you've already added, choose a corner, then set the size and opacity.

Reach for this when you want your logo baked into the image, like a watermark on a hero shot. See [Branding](/photos/personalizing-photos/branding) for the full walkthrough.


# Foton 10.0 Styles

Choose the rendering style before you fine-tune a photo.

Foton 10.0 Styles controls the AI rendering style used on the photo.

Choose the style first. Then fine-tune with **Basic**, **Color**, **Tone**, and **Detail**.

### Available styles

* **Signature** — Fotello's signature rendering style.
* **Natural** — A lighter, more true-to-life rendering style.

### When to use each style

* Use **Signature** when you want a stronger, more polished finish.
* Use **Natural** when you want a softer, more realistic result.

Try both on a key photo before editing the full set.

If you want to save the rest of your adjustments as a reusable look, see [My Profiles](/photos/personalizing-photos/my-profiles).


# My Profiles

My Profiles saves a full look as a reusable preset.

Each profile captures your **Basic**, **Color**, **Tone**, and **Detail** settings.

### Built-in profiles

Every account starts with these profiles:

* **Airy** — Lifted shadows and soft contrast
* **Crisp** — Punchier contrast and cleaner whites
* **Golden** — Warmer tones and a late-day glow
* **Deep** — Rich shadows and bolder color
* **Bright** — Higher exposure and a lighter overall look
* **Dark** — Lower exposure and moodier blacks

### Create and apply a profile

{% stepper %}
{% step %}

#### Build the look you want

Adjust the photo until it matches your style.

Most creators start with **Basic**, then fine-tune **Color**, **Tone**, and **Detail**.
{% endstep %}

{% step %}

#### Save it as a profile

Create a new profile when the image looks right.

The profile stays in your account and is shared with your [team](/teams/teams).
{% endstep %}

{% step %}

#### Apply it anywhere

Apply the profile to one photo, or use **Apply to all** to push it across the full listing.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Save a dedicated profile for each client when they expect a consistent look across every shoot.
{% endhint %}


# Basic

Adjust overall brightness and contrast.

Basic handles the two biggest global adjustments in the Adjust panel.

Start here before making smaller, more targeted changes.

### Controls

* **Exposure** — Brightens or darkens the whole image.
* **Contrast** — Increases or decreases separation between light and dark areas.

### Best practice

Make small moves first.

If the photo still needs work after Basic, move to [Color](/photos/personalizing-photos/color) and [Tone](/photos/personalizing-photos/tone).


# Color

Correct warmth, tint, and overall color intensity.

Color controls how warm, cool, or vivid the image looks.

Use it when lighting feels mixed or the room reads off-color.

### Controls

* **Temp** — Shifts the photo warmer or cooler.
* **Tint** — Corrects green or magenta color casts.
* **Saturation** — Increases or decreases overall color intensity.

### Best practice

Use **Temp** and **Tint** together when indoor lighting creates a color cast.

For targeted color changes on one hue only, use **Color Editor**.


# Tone

Fine-tune highlights, shadows, whites, and blacks.

Tone gives you more control over specific brightness ranges.

Use it after **Basic** when one part of the image needs adjustment without shifting everything else.

### Controls

* **Highlights** — Recovers or boosts bright areas.
* **Shadows** — Opens up or deepens darker areas.
* **Whites** — Sets the white point.
* **Blacks** — Sets the black point.

### Best practice

Use **Highlights** to recover detail from bright windows.

Use **Shadows** to open dim corners without over-brightening the full room.


# Detail

Sharpen or soften a photo with small, controlled adjustments.

Detail controls edge definition and softness.

These sliders are subtle. Small changes usually look best.

### Controls

* **Sharpening** — Adds edge definition and crispness.
* **Softness** — Smooths edges and reduces harshness.

### Best practice

Avoid pushing sharpening too far.

Overprocessed detail looks artificial on surfaces like brick, stucco, and tile.


# Manual Lens Correction

Correct wide-angle lens distortion by hand.

Manual Lens Correction fixes distortion from wide-angle captures.

Use it when vertical and horizontal lines still look off after Enhance.

### Controls

* **New** — Starts a fresh manual correction.
* **Distortion** — Adjusts correction strength and direction.

### Best practice

Use this when door frames, walls, or cabinet edges still bow after automatic correction.

If the photo still leans after distortion is fixed, use [Perspective Correction](/photos/personalizing-photos/perspective-correction).


# Aspect Ratio

Crop a photo to the format needed for delivery.

Aspect Ratio controls how the photo is cropped.

Choose a fixed ratio when the final destination has a specific layout.

### Available ratios

* **Original** — Keeps the photo as shot.
* **Freeform** — Lets you crop to any custom shape.
* **3:2** — Standard DSLR ratio.
* **4:3** — Common on listing platforms.
* **16:9** — Wide format for headers and video thumbnails.
* **9:16** — Vertical format for Stories and Reels.
* **1:1** — Square format for social feeds.

### Best practice

Choose the crop based on where the photo will be used.

MLS, social, and marketing layouts often need different framing.


# Wall Color

Wall Color repaints the walls in an interior photo with a color you choose.

Use it when a bold, dated, or uneven wall color pulls attention away from the room.

{% hint style="info" %}
Wall Color works on interior photos. Open a photo in full screen to find it in the [Adjust Panel Overview](/photos/personalizing-photos/adjust-panel-overview).
{% endhint %}

### Change a wall color

{% stepper %}
{% step %}

#### Pick a color

Choose one of the neutral swatches, or open the color picker to set any custom color.

<figure><img src="/files/nqQeq7x7MSahs6Yj5NaD" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Apply it

Click **Change Wall Color**. Fotello repaints the walls in the photo with your chosen color.
{% endstep %}

{% step %}

#### Fine-tune the strength

Use the **Strength** slider to control how strong the new color looks, from a subtle wash to a full repaint.
{% endstep %}
{% endstepper %}

### Start over

Click the reset button in the section header to clear the color and return the walls to how they were shot.


# Remove Tool

Remove Tool erases unwanted objects from a photo.

It works best on small distractions and simple backgrounds.

### Common uses

* Trash cans, cords, and clutter
* Cars in driveways
* Reflections in mirrors or windows
* Stray pets or people passing through the frame

### Use the Remove tool

{% stepper %}
{% step %}

#### Start removing

Open the **Adjust Panel** and click **Start Removing**.
{% endstep %}

{% step %}

#### Paint what you want removed

Paint over the object(s) you want to remove.

You can change brush size, toggle eraser, or clear the mask from the tool options.
{% endstep %}

{% step %}

#### Run Remove

Press **Enter** or click **Remove**.
{% endstep %}
{% endstepper %}

### Keyboard shortcuts

* `[` / `]` — Resize brush
* `E` — Toggle eraser
* `Space` — Pan
* `Enter` — Run Remove

{% hint style="info" %}
You can remove multiple items in one pass. Paint multiple masks, then press **Enter** once.
{% endhint %}

{% hint style="warning" %}
Avoid removing large objects. The model has to guess what sits behind them, which can look unrealistic.
{% endhint %}


# Privacy Blur Tool

Blur sensitive details before publishing a photo.

Privacy Blur Tool blurs sensitive information without removing the object.

Use it when the detail should stay in place but not stay readable.

### Common uses

* License plates
* House numbers, when requested
* Personal items visible through windows
* Any identifying detail a client wants hidden

### Use the Privacy Blur Tool

{% stepper %}
{% step %}

#### Start blurring

Open the **Adjust Panel** and click **Start Blurring**.
{% endstep %}

{% step %}

#### Paint the area to blur

Brush over the part of the image you want to obscure.
{% endstep %}

{% step %}

#### Apply the blur

Run the blur to hide the selected details.
{% endstep %}
{% endstepper %}

Use **Remove Tool** instead when the object should disappear entirely.


# Perspective Correction

Straighten converging lines and level the frame.

Perspective Correction straightens lines caused by camera angle.

Use it after lens distortion is corrected.

### Controls

* **Automatic Perspective Correction** — Applies a one-click correction with improved accuracy.
* **Horizontal and Vertical** — Move either slider left or right until the lines align.
* **Rotation** — Use the precision slider to level the frame.
* **Grid overlay** — Toggle the grid on for a clear visual alignment guide.

### Best practice

Start with **Automatic Perspective Correction**.

If lines still look off, fine-tune the manual sliders. **Vertical** is the control you'll use most on exterior shots.


# Color Editor

Adjust one color without shifting the rest of the photo.

Color Editor targets a single hue and adjusts it independently.

Use it when one color needs work but the rest of the image already looks right.

### How it works

Select **Color**, choose the hue you want to adjust, and refine it without affecting the rest of the frame.

### Common uses

* Deepen sky blue without shifting skin tones
* Correct a wall color that reads too warm or too cool
* Tame one distracting color in the scene

Use **Color** for global color balance. Use **Color Editor** for selective color changes.


# Options

Use Upscale and Grass Enhancement from one section.

Options groups extra enhancements that you apply when a photo needs more than standard editing.

### Available options

#### Upscale with Topaz Gigapixel

Increases resolution and recovers detail on low-resolution or heavily cropped images.

Use it when a photo needs to hold up in print, large marketing materials, or a tight crop.

For pricing and workflow details, see [Upscale](/photos/personalizing-photos/upscale).

#### Grass Enhancement

Greens up dull or patchy lawns automatically.

Use it on exterior photos shot during off-season, drought, or poor lawn conditions.

Grass Enhancement is free for the first 30 days.


# Sky Style

Sky Style replaces a dull, overcast, or blown-out sky on one photo.

Use it when an exterior needs a better sky. It also replaces skies visible through windows in interior photos.

{% hint style="info" %}
Sky Style works on exterior photos and interior photos with visible windows.

It changes the current photo only.

It is separate from the sky used in [Twilight](/photos/twilight).
{% endhint %}

### Included sky styles

* **Sunny puffs**
* **Loaded puffs**
* **Streaks & puffs**
* **Sweep streaks**
* **Scatter streaks**
* **Crisp streaks**
* **Clear fade**
* **Original**

**Original** keeps the sky as shot.

### Upload your own sky

Click **Upload** in the Sky Style carousel to use a custom sky image.

Uploaded skies stay in your account so you and your [team](/teams/teams) can reuse them later.

### Best practices for custom skies

* Use high-resolution sky images
* Use images with sky only
* Match the scene's light direction and time of day


# Personalized TV Screen

Personalized TV Screen replaces a blank or off TV with a scene you choose.

Use it to make the room feel more finished and lived in.

### Built-in screens

* **Exterior View**
* **Midnight Fade**
* **Palm Paradise**
* **Moraine Lake**
* **Canyon Flames**
* **Coastal Cove**
* **Tropical Bliss**
* **Eclipse Black**

### Add or change a screen

Choose a screen from the **Personalized TV Screen** carousel, or click **Upload** to use your own image.

You can fine-tune the result with the available controls, then reset it and start again if needed.

{% hint style="info" %}
**Exterior View** is useful on luxury listings. You can use one of the listing's exterior photos as the screen image.
{% endhint %}


# Fireplace

Fireplace adds a lit flame to an empty or unlit fireplace.

Use it when the room feels colder or less inviting without a fire.

### Built-in flame options

* **Cottage Flame**
* **Panorama Glow**
* **Desert Flare**
* **Crystal Ember**
* **Volcano Vault**

### Add a fireplace flame

Choose a flame from the **Fireplace** carousel, or click **Upload** to use your own image.

Then position it and adjust it until it looks natural in the space.

You can remove it and start over at any time.


# Aerial Pins

Aerial Pins drops labeled markers onto aerial and drone photos.

Use them to show nearby points of interest without sending buyers to a separate map.

### Available pin icons

* **Pin**
* **Star**
* **Arrow**
* **Drop**
* **School**
* **Bus**
* **Subway**
* **Airport**
* **Beach**
* **Hospital**
* **Restaurant**
* **Shopping**
* **Gym**
* **Golf**

### Add pins to a photo

Choose an icon from the **Aerial Pins** carousel, or click **Upload** to add your own pin image.

Then add a label to name the location and repeat the process for any other nearby landmark.

{% hint style="info" %}
Aerial Pins appears on exterior and aerial photos only.
{% endhint %}

### Set a pin color for a customer

Set the pin color from the customer's **Brand Kit**:

1. Go to **Customers → Teams**.
2. Select the customer team.
3. Open **Brand Kit** and choose a custom color.

The selected color applies to Aerial Pins on listings assigned to that customer.


# Property Lines

Draw lot boundaries directly on aerial photos.

Property Lines lets you draw the boundary of a property on an aerial image.

Use it when the lot shape is large, irregular, or hard to read at a glance.

### Add property lines

{% stepper %}
{% step %}

#### Start drawing

Open an aerial photo in the **Adjust Panel** and click **Start Drawing**.
{% endstep %}

{% step %}

#### Trace the lot line

Click along the property boundary until the full outline is visible.
{% endstep %}

{% step %}

#### Review the shape

Check that the outline matches the parcel you want to highlight.
{% endstep %}
{% endstepper %}

Property lines work best when paired with [Aerial Pins](/photos/personalizing-photos/aerial-pins).


# Personalize It to Match Your Style

Apply common edits fast with AI or send them to a human editor.

Personalize It to Match Your Style gives you one-click actions for common edit requests.

Use it when you want a fast result without opening each tool individually.

### Available actions

* Remove clutter
* Slightly blow out exterior
* Remove camera & photographer
* Add green grass
* Remove humans
* Add fire to fireplace
* Clean pool

### Choose how the edit runs

* **AI** — Applies the edit instantly.
* **Human** — Sends the request to a human editor.

Use **AI** for straightforward fixes.

Use **Human** when the photo needs a more careful touch.

For the full workflows, see [AI Revisions](/photos/personalizing-photos/ai-revisions) and [Human Revisions](/photos/personalizing-photos/human-revisions).


# Compliance

Know when an edited photo needs a digitally altered disclosure.

Some edits change what appears to exist in the space.

That can trigger disclosure requirements.

### When disclosure may be required

Examples include:

* Adding fire to a fireplace
* Replacing a TV screen
* Greening a lawn
* Removing a permanent fixture

### What to do

Check your local MLS or governing board before publishing.

Disclosure rules vary by region. Responsibility sits with the listing agent and photographer.

For California guidance, see [Digitally Altered (Cal AB 723)](/photos/editing/downloading-raws/digitally-altered-cal-ab-723).


# Branding

Branding adds Brand Kit logos directly onto a photo, so your work stays branded wherever it's shared.

Use it when you want a logo baked into the image itself, like a watermark in the corner of a hero shot.

{% hint style="info" %}
Open a photo in full screen to find Branding in the [Adjust Panel Overview](/photos/personalizing-photos/adjust-panel-overview). You'll find it on enhanced photos, twilight shots, and virtually staged rooms.
{% endhint %}

### Add a logo to a photo

{% stepper %}
{% step %}

#### Pick a logo

The **Branding** section shows ready-to-apply logos from Brand Kit:

* **Company Brand Kit** — your business logos.
* **Customer Team Brand Kit** — logos for the listing's assigned customer.

Click a logo to add it to the photo. Click it again to remove it.
{% endstep %}

{% step %}

#### Position it

Use the corner picker in the section header to place your logo in a corner of the photo, top or bottom, left or right.
{% endstep %}

{% step %}

#### Set the size and opacity

On the photo, drag the handle on the logo to resize it. Use the slider to set how strong or subtle the logo looks.
{% endstep %}

{% step %}

#### Save

Save the photo to apply your logo. Your branding is now part of the image.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
If the assigned customer has no logo, select **Add logo** to create one in their Brand Kit. If no customer is assigned, select **Assign customer** first.
{% endhint %}

{% hint style="info" %}
Branding and [Compliance](/photos/personalizing-photos/compliance) disclaimers both sit in the corners, so they'll each take a different corner of the photo.
{% endhint %}

### Apply a logo to multiple photos

Add the same logo, position, size, and opacity to several photos at once through **Bulk Edit**. See [Batch Edit](/photos/personalizing-photos/batch-edit) for the full walkthrough.

### Start over

Click the reset button in the section header to remove the logo and return the photo to how it was.


# Upscale

Upscale reprocesses an enhanced photo at a higher resolution using **Topaz Gigapixel**.

You'll find it in the **Options** section of the **Adjust Panel**.

### Default export sizes

Fotello exports three standard sizes:

* **For MLS (Web)** — 2560 pixels on the long side
* **For Print** — 4096 pixels on the long side, with 300 DPI metadata
* **Original Resolution** — Matches the camera input resolution

Photos with a valid Upscale output can download at up to **6000 pixels** on the long side.

See [Downloading Photos and RAWs](/photos/editing/downloading-raws) for Web and Print download details.

### When to use Upscale

Use Upscale when **For Print** still is not enough.

Common cases include posters, signage, billboards, or tight crops that need to hold detail.

### Upscale a photo

{% stepper %}
{% step %}

#### Open a delivered photo

Enhance the listing, then open any photo in full screen.
{% endstep %}

{% step %}

#### Find **Upscale with Topaz Gigapixel**

Open the **Adjust Panel**.

Under **Options**, find **Upscale with Topaz Gigapixel**.
{% endstep %}

{% step %}

#### Toggle Upscale on

Turn it on for the photo you want to upscale.

Fotello reprocesses the image and prepares it for download.
{% endstep %}
{% endstepper %}

### Pricing

Upscale costs **$0.15 per photo**.

{% hint style="warning" %}
**Pay as you go** must be enabled to use Upscale. See [Pay as you go](/billing/pay-as-you-go).
{% endhint %}


# Human Revisions

Human Revisions sends your photo to a human editor when AI needs a more careful touch.

Every plan includes free, unlimited human revisions.

### This is how it works

{% stepper %}
{% step %}

#### Open Human Revisions

Open a photo in full screen.

Scroll to **Personalize It to Match Your Style** in the **Adjust Panel**.

Switch from **AI** to **Human**.
{% endstep %}

{% step %}

#### Describe the changes you want

Tell us exactly what you want changed in the photo.

Then send the request from the Human tab.

{% hint style="info" %}
The more specific your note, the better the result.
{% endhint %}
{% endstep %}

{% step %}

#### Use tools to make your request more precise

Use the **Color Picker** when a revision depends on an exact color.

Use **@** to reference another listing photo when you want the revision to match the rest of the set.

These tools reduce back-and-forth and make the request easier to execute.
{% endstep %}

{% step %}

#### Track the revision request

After you submit, the request stays open while our editors work on the photo.

If you want an instant edit instead, switch to [AI Revisions](/photos/personalizing-photos/ai-revisions).

Back in **My Listings**, the photo shows a revision-request tag in the top-right corner.
{% endstep %}

{% step %}

#### Review the finished edit

Our editors complete most requests within 4 to 6 hours.

When the edit is ready, the photo shows a revision success tag in **My Listings**.
{% endstep %}
{% endstepper %}

### Why feedback matters

Each human revision helps Fotello learn your preferences over time.

* Better edits
* Fewer revisions
* A product directly aligned to your feedback


# AI Quality Control

Scan a listing for cross-photo consistency and editing issues.

AI scans your listing for cross-photo consistency and editing issues; pick what to fix and we'll send those photos to our editors.

Use AI Quality Control to review your edited photos as a complete set. Fotello groups findings by room or area, so you can spot inconsistent edits across similar photos.

### Scan a listing

1. Open the listing and select the **Photos** tab.
2. Click **Make my photos better**.
3. Review the issues grouped by room or area.
4. Select the suggestions you want fixed.
5. Submit the selected photos for revision.

Fotello sends each selected photo to a human editor. The revision request is tagged **AI Quality Control** in the revision queue.

### What AI Quality Control checks

AI Quality Control identifies cross-photo consistency and editing issues that Fotello's editors can fix. This helps you review a full listing before delivery, rather than inspecting each photo alone.

Review every suggested fix before submitting it. You choose which photos go to the editors.

### Plan access

AI Quality Control is included with the **Partner photo editing plan**.

There is no separate per-use charge in Fotello. The feature is bundled with Partner.

Photographers on Free, Essential, Ultimate, or other non-Partner accounts can run a scan and review its suggestions. Submitting fixes opens the Partner upgrade flow to book a call.

{% hint style="info" %}
AI Quality Control sends selected fixes as human revision requests. Look for the **AI Quality Control** tag in the revision queue.
{% endhint %}

For individual photo revisions, see [Human Revisions](/photos/personalizing-photos/human-revisions).


# AI Revisions

Refine a photo instantly with prompt-based edits in the Adjust panel.

AI Revisions lets you refine a photo instantly with plain-language prompts inside the Adjust panel.

Tell Fotello what to change, stack edits on top of each other, and jump back to any earlier version whenever you want.

### Open AI Revisions

AI Revisions lives inside the **Adjust Panel** under **Personalize It to Match Your Style**.

### Revise a photo with AI

{% stepper %}
{% step %}

#### Open the Adjust panel

Open a photo in full screen.

Scroll to **Personalize It to Match Your Style** in the **Adjust Panel**.

AI is selected by default, using **Foton AI 10.0** — our newest, high-fidelity revision engine.
{% endstep %}

{% step %}

#### Enter your revision request

Type what you want to change in the chat box.

You can also pick from the suggested prompts to get started faster. Keep describing the changes you want until the image looks right.
{% endstep %}

{% step %}

#### Use tools to make your prompts more precise

**Provide the exact color code**

Click the first <img src="/files/U6YX9dkGlauY5CvbhbHI" alt="" data-size="line"> button in the bottom-left of the chat box or type `/` and select **Color Picker**.

Use the eyedropper to grab the exact HEX code for color changes.

**Refer other listing photos**

Click the middle <img src="/files/IiKb3cccc7iU15FEqT1x" alt="" data-size="line"> button in the bottom-left of the chat box or type `@` and select the listing photo you want to reference.

This helps Fotello keep the result consistent with the rest of the set.
{% endstep %}

{% step %}
**Add reference photos if needed**

Click the <img src="/files/anpBfy2OGLMaxD7qgY4d" alt="" data-size="line"> button in the bottom-left of the chat box to upload external reference images.

Reference photos help when you want a very specific look.
{% endstep %}

{% step %}
**Keep building on previous changes**

You can add more changes on top of earlier ones.

Fotello keeps compiling those requests into the next version of the photo.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Pro tip**

Start with one clear instruction.

Then add follow-up changes in the chat panel one at a time. That usually gives you more predictable results.
{% endhint %}

### Choose your revision method

Use the revision method selector in the bottom-right of the chat box to pick how your revision is handled:

* **Foton AI 10.0** – our newest, high-fidelity revision engine. Selected by default.
* **Foton AI 6.0** – our earlier, faster AI revision engine.
* **Human** – send the revision to our expert editors instead. See [Human Revisions](/photos/personalizing-photos/human-revisions).

You can switch methods any time before you send a request.

### Go back to an earlier version

Every revision appears in the chat panel.

If you want to compare results or restore an older version, click the version you want.

This is useful when a newer result doesn't look quite right and you want to return to a version you liked better.

{% hint style="warning" %}
Keep in mind that the AI might make mistakes. Carefully review your photos before delivery.
{% endhint %}

### Switch from AI to Human Revisions

If you want a manual edit instead, click **Back** in the top-left of the chat panel.

That takes you back to the **Adjust Panel**.

From there, open the revision method selector and choose **Human**.

For the full human workflow, see [Human Revisions](/photos/personalizing-photos/human-revisions).

For the full Adjust panel overview, see [Adjust Panel Overview](/photos/personalizing-photos/adjust-panel-overview).

### Pricing

You get **two free Foton AI 6.0 revisions** on every listing on the Ultimate plan. After that, Foton AI 6.0 revisions cost **$0.15 per message**.

**Foton AI 10.0** revisions also come with an included amount on every listing. Once you use them up, you can keep going with Pay as You Go — the price per revision is shown before you continue. See [Pay as you go](/billing/pay-as-you-go).


# Batch Edit

Batch Edit lets you apply the same action to multiple photos at once.

Use it to upscale a full set, run one AI edit across several photos, or download and archive a group together.

### Turn on Batch Edit

Open any photo in a listing in the full-screen view, then click **Batch Edit** in the top bar.

<figure><img src="/files/MDqLXPwLttivnjb466sO" alt=""><figcaption></figcaption></figure>

### Select your photos

Once Batch Edit is on, a checkbox appears on each thumbnail in the film strip at the bottom.

<figure><img src="/files/OyWU5pguUc0CJEyAT5ac" alt=""><figcaption></figcaption></figure>

Click the photos you want to include. The top bar shows how many photos are selected.

To go back to editing one photo at a time, click **Edit single**.

### Choose an enhancement style

At the top of the **Batch Edit** panel, pick a **Foton 10.0 style** to set the rendering style for every selected photo.

* **Signature** — Fotello's signature rendering style.
* **Natural** — a lighter, more true-to-life rendering style.

Fotello applies the style you choose to all the selected photos.

For more on when to use each style, see [Foton 10.0 Styles](/photos/personalizing-photos/foton-10.0-styles).

### Upscale selected photos

{% stepper %}
{% step %}

#### Open the Batch Edit panel

With your photos selected, open the **Batch Edit** panel.
{% endstep %}

{% step %}

#### Turn on Upscale

Under **Options**, turn on **Upscale with Topaz Gigapixel**.

<figure><img src="/files/S0zF4bFqv8pPCGWV9P8n" alt=""><figcaption></figcaption></figure>

Fotello reprocesses every selected photo at a higher resolution and gets them ready to download. Turn the toggle off to remove upscaling from the selected photos.
{% endstep %}
{% endstepper %}

For more on when to use it and pricing, see [Upscale](/photos/personalizing-photos/upscale).

### Grass Enhancement for selected photos

Under **Options** in the **Batch Edit** panel, turn on **Grass Enhancement** to green up dull or patchy lawns across your selection.

Use it on exterior photos shot during off-season, drought, or poor lawn conditions. Grass Enhancement is free for the first 30 days. Turn the toggle off to remove it from the selected photos.

For more, see [Options](/photos/personalizing-photos/options).

### AI edit selected photos

{% stepper %}
{% step %}

#### Describe the change

In the **Batch Edit** panel, find **Personalize It to Match Your Style** and type what you want to change.

You can pick a suggested prompt to get started, use **/** for tools, and **@** to reference other listing photos. Add reference images when you want a very specific look.
{% endstep %}

{% step %}

#### Apply to every selected photo

Send your request. Fotello applies the same edit to all the selected photos and lets you know how many are being edited.
{% endstep %}
{% endstepper %}

The same prompts, tools, and reference options work the same way as single-photo edits in [AI Revisions](/photos/personalizing-photos/ai-revisions).

#### Reset AI edits

To undo AI edits across your selection, click the reset icon next to **Personalize It to Match Your Style**, then confirm.

### Twilight selected photos

If Twilight is part of your plan, you can turn a whole set of daytime exteriors into twilight shots at once.

{% stepper %}
{% step %}

#### Open the Twilight tab

With your photos selected, click the **Twilight** icon in the sidebar's icon bar to switch to the **Twilight** tab.
{% endstep %}

{% step %}

#### Choose a sky style

Pick an included sky style, or upload your own. This works like a single-photo Twilight in [Twilight](/photos/twilight).
{% endstep %}

{% step %}

#### Create for every selected photo

Click **Create**. Fotello creates twilight variations for all the selected photos.

Click any variation to open that photo and keep fine-tuning it.
{% endstep %}
{% endstepper %}

### Download or archive a selection

While photos are selected, you can also:

* **Download** the selected photos together at the resolution you choose.
* **Archive all** of the selected photos in one step.

### Restore archived photos

You can restore archived photos to the listing at any time.

1. Open the listing.
2. Click the archive icon next to **Download for Web**.

<figure><img src="/files/8VaTHAvo0Ciz773rvzt7" alt=""><figcaption></figcaption></figure>

3. Review the archived photos now shown in the listing.
4. Click the unarchive icon on a photo to restore it.

<figure><img src="/files/3AY2mfK0Cwvpd4zeJgA7" alt=""><figcaption></figcaption></figure>

The photo returns to the listing after you unarchive it.

{% hint style="info" %}
Need help restoring photos? Contact support and we’ll help.
{% endhint %}

{% hint style="warning" %}
The AI might make mistakes. Review your photos carefully before delivery.
{% endhint %}


# Twilight

Twilights let you turn a daytime photos into a realistic twilight look by choosing a sky style (or uploading your own), creating multiple variations, and then fine-tuning with the same Adjust tools and Human Revisions you already use.

Each Twilight is created as a copy. Your original photo remains available.

### Getting Started

You can start creating a Twilight from two places:

#### 1) Listing details page

Hover on a photo, then click the Twilight icon.

<figure><img src="/files/SE3VviEA1vuUtUUl608M" alt=""><figcaption></figcaption></figure>

#### 2) Full-screen photo view

Open a photo in full screen, then use the Twilight section on the right side of the **Adjust Panel**.

<figure><img src="/files/l3Vh4wnxQzKilOLiO3S9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Want to create Twilights for several photos at once? Use the Twilight tab in [Batch Edit](/photos/personalizing-photos/batch-edit).
{% endhint %}

### Choose a sky style

<figure><img src="/files/7dIasMpC6RrwwbJV6ZL7" alt=""><figcaption></figcaption></figure>

Inside Twilight, you can:

* Pick an included sky style from the library, or
* Upload your own sky to match your personal style or your client’s preferences.

{% hint style="info" %}
Twilight Sky Style is separate from the exterior **Sky Style** preference in [Preferences](/photos/editing/preferences).
{% endhint %}

### Upload your own sky

Uploading your own sky is ideal when you want consistency across listings (or when a client asks for a very specific look).

**How it works:**

1. In the "**Sky Style"** area, click "**Upload"**.
2. Select a sky image from your computer.
3. Your uploaded skies stay inside Fotello so you (or anyone on your team) can re-use them.

#### Best practices for custom sky images

Use skies that blend naturally with real estate exteriors (and avoid anything that looks “stocky” or over-processed).

**Recommended:**

* High-resolution images (sharp gradients, no banding, no heavy compression artifacts)
* Only sky in the image so there is no confusion in masking
* Realistic twilight color (blue hour / golden hour tones work best)

**Avoid:**

* Buildings, trees, houses etc. in the sky image
* Over-saturated skies that don’t match the ambient light
* Strong sun flares where the original photo has no matching light direction
* Low-res skies that blur or pixelate on export

### Create your Twilight

Once you’ve selected a sky:

1. Click **Create**.
2. Fotello starts creating your Twilight variations.

<figure><img src="/files/0M9WgerENM5PvcohDAUU" alt=""><figcaption></figcaption></figure>

### Variations

Each Twilight **Create** creates **3 variations** for you to choose from. Use variations to quickly pick the output you like.

<figure><img src="/files/sTiicufnO5OiXop4j0en" alt=""><figcaption></figcaption></figure>

Want more options? Click **Create More** to create **another set of 3 variations**.

{% hint style="info" %}
Each time you use Create More, it counts as 1 additional Twilight creation.
{% endhint %}

### Fine-tune your Twilight

After creating a Twilight, you can keep refining it using:

* Any available adjustment controls ([Personalizing Photos](/photos/personalizing-photos))
* [Human Revisions](/photos/personalizing-photos/human-revisions) (to request manual polish / refinements)

### Plan coverage and pricing

Twilight availability and included usage depends on your plan. If it isn’t included (or you need more), it’s available via pay as you go.

Find out more about pricing [here](https://www.fotello.co/pricing).


# Staging

Staging lets you virtually furnish an empty (or already furnished) room by selecting a style, creating multiple variations, and then fine-tuning with the same Adjust tools you already use.

### Getting Started

You can start creating a Staging from two places:

#### **1) Listing details page**

Hover on a photo, then click the Staging icon.

<figure><img src="/files/qY9wcZgXRz7vepWpNtay" alt=""><figcaption></figcaption></figure>

#### **2) Full-screen photo view**

Open a photo in full screen, then use the Staging section on the right side of the **Adjust Panel**.<br>

<figure><img src="/files/2KrH4NbfkqkVDVLFtd3h" alt=""><figcaption></figcaption></figure>

### Choose a Room Type

<figure><img src="/files/wl0t4olrekzgV05DCykb" alt=""><figcaption></figcaption></figure>

Pick the room that best matches your photo:

* Living Room
* Bedroom
* Kitchen
* Dining Room
* Bathroom
* Home Office
* Outdoor
* Kids Room

{% hint style="info" %}
Choosing the closest Room Type improves layout realism (scale, furniture placement, decor defaults).
{% endhint %}

### Choose a Furniture Style

<figure><img src="/files/64DKLqg7fZwrZETHrFwE" alt=""><figcaption></figcaption></figure>

Select the design direction you want:

* Modern
* Scandinavian
* Industrial
* Mid-Century
* Luxury
* Farmhouse
* Coastal
* Standard

### Create your Staging

Once you’ve selected a **Room Type** and **Furniture Style**:

1. Click **Create**.
2. Fotello starts creating your staging variations.

<figure><img src="/files/ueQbHEgqtiNl8YiydwmN" alt=""><figcaption></figcaption></figure>

### Variations

Each **Create** generates **3 variations** for you to choose from. You are charged once per generation, not for each variation you select.

<figure><img src="/files/h6WRQxyYrlShzuKlxlBB" alt=""><figcaption></figcaption></figure>

Want more options? Click **Create More** to generate another set of 3 variations.

{% hint style="info" %}
Each **Create** or **Create More** uses one staging creation. Creating staging for another photo, room view, or furniture style also uses one staging creation.
{% endhint %}

### Fine-tune your Staging

After creating a Staging, you can keep refining it using any available adjustment controls ([Personalizing Photos](/photos/personalizing-photos)).

### Plan coverage and pricing

Each staging generation uses one included staging creation, when your plan includes one. Choosing among its 3 variations does not use another creation.

When you use all included staging creations, enable **Pay as you go** to continue. Each additional generation is billed at the staging rate shown in the Pay as you Go dialog.

### Customer staging purchases

Customers can also create staging from a delivered listing when you offer it as a Fotello Add-on. They pay your configured Staging price. The default price is **$10**, and you can change it.

See [Fotello Add-ons](/products/fotello-add-ons) for setup and pricing.


# Create Video

Create Video turns your listing photos into a cinematic property video complete with smooth camera moves, background music, and optional branding — all without leaving Fotello.

See [Photos to Videos example outputs](https://drive.google.com/drive/folders/1A4756oJCXANb8Z9PkKq894GzN3oVikge).

### Getting started

Click **Create Video** from either the **Photos** tab or the **Videos** tab header. This opens the full-screen video editor.

<figure><img src="/files/u2GTECnE84PdSB3Nrbvb" alt=""><figcaption></figcaption></figure>

The editor is split into three panels:

* **Media** — your listing photos
* **Preview** — a live preview of your video sequence
* **Preferences** — orientation, duration, audio templates, and branding

<figure><img src="/files/KQb1Jf2sMVZ2u3R0mvS8" alt=""><figcaption></figcaption></figure>

### Build your sequence

Drag photos from the **Media** panel onto the **Timeline** at the bottom. You can also click a photo to add it to the end of the sequence.

<figure><img src="/files/ynjQ9bKMZMTjTWO2R0K9" alt=""><figcaption></figcaption></figure>

* **Reorder** — drag photos within the timeline to rearrange
* **Remove** — drag a photo out of the timeline to remove it
* **Duplicate** — duplicate a slot to use the same photo with a different crop or effect
* **Pick for me** — let Fotello build the whole sequence for you (see [Pick for me](#pick-for-me) below)

### Photo count by duration

| Duration | Min photos | Max photos |
| -------- | ---------- | ---------- |
| 30s      | 10         | 15         |
| 60s      | 20         | 30         |
| 90s      | 30         | 45         |

### Crop photos

Each photo on the timeline can be cropped to fit the chosen orientation. Click a photo on the timeline and adjust its crop frame. This lets you control exactly which part of the photo appears in the video.

<figure><img src="/files/O7TQyJLm4WFmJZ3DENSv" alt=""><figcaption></figcaption></figure>

### Create scenes

Scenes group consecutive photos into one smooth camera move — like walking through a room. Without scenes, the video cuts between every shot.

Link adjacent photos on the timeline to create a scene. The editor will prompt you if you haven't created any scenes before rendering.

<figure><img src="/files/oG24JM72JxjQWbNoUIaf" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Scenes make a big difference. Grouping 2–4 related shots (e.g. different angles of a kitchen) into a scene creates a natural, flowing walkthrough.
{% endhint %}

### Add effects

Add cinematic VFX to individual photos in your sequence. Click the effects icon on a timeline slot to open the effects picker.

**Exterior effects:**

* Helicopter Reveal
* Concept Board
* Construction
* Zenith (sunrise time-lapse)
* Open Door
* Earth Zoom

**Interior effects:**

* Shadow Sunlight
* Stage Room

{% hint style="info" %}
We recommend up to 2 effects per video. You can add more, but fewer effects generally look more polished.
{% endhint %}

### Speed ramps

A speed ramp adds a quick burst of motion where two clips meet. The video eases into the cut and accelerates out for a more dynamic, cinematic feel. Speed ramps are added automatically when Fotello renders your video.

<figure><img src="/files/NGulFtSMoFuhS3Er9m79" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
A speed ramp works best between two related shots — like moving from a wide room to a close-up detail. Use them sparingly across the video so each one stands out.
{% endhint %}

### Set preferences

Use the **Preferences** panel on the right side to configure:

#### Listing Address

The property address shown in the video. This pulls from your listing's **Info** tab. Click the edit link to update it.

#### Orientation

* **Landscape** (16:9) — best for property websites and YouTube
* **Portrait** (9:16) — best for Instagram Reels, TikTok, and YouTube Shorts

#### Duration

* **30s** — quick teaser
* **60s** — standard walkthrough
* **90s** — full tour

{% hint style="info" %}
Switching to a shorter duration when you've already selected more photos than the new maximum will trim your selection from the end.
{% endhint %}

#### Audio Templates

Pick **3 audio templates** from the library. Each template has a different mood — preview them by clicking the play button. Fotello renders a separate video for each selected template, so you get 3 unique versions.

<figure><img src="/files/5IXR6cxSqwLw9Nm1RKyi" alt="" width="300"><figcaption></figcaption></figure>

#### Branding

* **Unbranded** — no agent information
* **Branded** — includes the assigned customer's photo/logo and contact details
* **Both** — creates both branded and unbranded versions

{% hint style="warning" %}
Branded videos require an assigned customer with a profile photo or company logo. You'll be prompted to assign a customer or add a branding image if one is missing.
{% endhint %}

### Pick for me

Short on time? Let Fotello build the entire sequence for you. Pick for me automatically selects your strongest photos, groups related shots into scenes, frames each shot for your chosen orientation, adds motions to bring your videos to life — like fireplace flames, water ripples, TV screens, swaying trees etc— and syncs every cut to the beat of your music, giving you a polished walkthrough you can fine-tune.

Before you use it, set up a few preferences so Fotello knows what you're after:

1. Choose your **Orientation** and **Duration**.
2. Pick **3 audio templates** from the library.
3. Choose a **Branding** option.
4. Click **Pick for me** at the bottom right of the timeline. (When the timeline is empty, you can also use the **pick for me** link in the timeline.)

Fotello fills in your timeline in a few moments. While it works, you'll see its progress — hover the button and click **Cancel** to stop at any time.

When it's done, your sequence is ready to go. Review the result and tweak anything you like — reorder shots, adjust crops, add effects, or link shots into scenes — then create your video.

<figure><img src="/files/NRTGgpoj4sm5Xlw8DYJw" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Pick for me is a starting point, not a final cut. Everything it chooses can be adjusted before you create your video.
{% endhint %}

### Create your video

Once your sequence is ready and preferences are set, click **Create** at the bottom right of the timeline.

Fotello will render your videos in the background — you can leave the page and come back later. Completed videos appear in the **Videos** tab.

{% hint style="info" %}
If you are trying video for the first time, use **Try for free** to create up to **3 free watermarked trial videos**.

After that, creating watermark-free videos uses either a **video subscription credit** or **pay as you go**, depending on your plan.
{% endhint %}

### Re-edit videos after creation

Swap a clip, retime a cut, or pull a speed ramp — anytime after creation by clicking on the edit icon on the video you want to re-edit.

<figure><img src="/files/pONM86DpMMt4KAzNXy69" alt=""><figcaption></figcaption></figure>

### What you get

Each creation produces **multiple video renders** based on your selected templates and branding options. All renders appear in the **Videos** tab where you can:

* **Preview** — watch the completed video
* **Download** — save the video file
* **Archive** — hide videos you don't need
* **Reorder** — drag to change the display order

### Share a video

Send a finished video to anyone with a single link. They do not need an account or download.

1. Hover over a completed video in the **Videos** tab. Click the **Share** icon. You can also open a video and click **Share** in the top bar.
2. In the **Share video** dialog, click the copy icon.
3. Paste the link into an email, text, or social post. Anyone with the link can watch the video.

{% hint style="info" %}
The **Share** option appears when a video is finished and watermark-free. Remove the watermark first if your video still has one.
{% endhint %}

### Plan coverage and pricing

Create Video availability depends on your plan.

#### Photo plans

If you are on a photo-only plan, you need **Pay as you go** to create paid videos.

You can still use **Try for free** to create up to **3 free watermarked trial videos**.

#### Video subscriptions

If your plan includes video, video creation uses your **video subscription credits**.

#### Watermarks

Trial videos created through **Try for free** include a watermark.

To remove the watermark, create the video using a **video subscription credit** or **Pay as you go**.

Find out more about pricing [here](https://www.fotello.co/pricing).

### Related

* [Other Videos](/other-assets/other-videos) (upload or link external videos)
* [Property Websites](/other-assets/property-websites) (videos appear on your property website)


# Property Info

Property info is what makes your property website feel complete. The more you add, the more useful it is for buyers.

If your customer books using your Fotello order form, key fields like address and area can auto-populate. For everything else, follow the steps below to customize it.

### Add property info

{% stepper %}
{% step %}

#### Open the Info tab

Open the listing, then click **Info tab**.

<figure><img src="/files/7SlNyz9bvWc9WpkLGcMT" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Confirm the location

Check the address fields and map pin. Fix typos so the map lands correctly.
{% endstep %}

{% step %}

#### Add an address not in search

If the address is not available in search, scroll to **Custom Property Name**.

Enter the property name or address you want to use, then save your changes.
{% endstep %}

{% step %}

#### Fill in the property details

Add the details your customers and buyers expect to see:

* Custom Property Name (optional headline)
* Description (the “story” of the home)
* Built Area, Lot Size, Year Built
* Stories, Bedrooms, Full Baths, Half Baths, Parking
* Listing Price and Property Type
* Amenities (add multiple tags that buyers search for)
* MLS Number
* Neighborhood name and Neighborhood description (add notes that sell the lifestyle)
  {% endstep %}

{% step %}

#### Save

Click **Save**. Your property website templates automatically update from this info.

{% hint style="info" %}
If you change the **address** and the order already has an open invoice, Fotello asks whether to void that invoice and create a new one with the updated address. See [Order Invoices](/payments/order-invoices).
{% endhint %}
{% endstep %}
{% endstepper %}

### Best practices

* Keep the description clean and short.
* Lead with the top 2–3 selling points.
* Add amenities like “Mountain Views” or “Open Floor Plan”.
* Include MLS number when the listing has one.
* Add neighborhood context buyers can’t see in photos.

> Once all the assets have been added, see [Deliver listing](/delivering-listings/deliver-listing) to send your customers an all-in-one link.


# Other Photos

Elevate the delivery experience for your customers by integrating external photos directly into your listings. Include neighborhood highlights, realtor images, or photos that don't need Fotello editing, so your customers can access everything seamlessly from one source.

### Adding external photos

{% stepper %}
{% step %}

#### Finish editing the listing photos

Edit and personalize all the photos of the property with Fotello's powerful tools first.

Once those are ready, you can add any extra images you want to include in the delivery.
{% endstep %}

{% step %}

#### Add the extra photos

Open the listing and use the **Upload your edited photos** card at the start of the Photos grid to add external photos into the same listing. You can also drag and drop your files anywhere onto the photos area.

<figure><img src="/files/jMslAJc5npcNVJda0lZy" alt=""><figcaption></figcaption></figure>

These photos are added alongside the edited home photos before delivery.
{% endstep %}

{% step %}

#### Deliver everything together

Send the listing once all assets are in place.

Your customer gets the full set from one platform.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
This is useful when a listing needs more than just the property photo set.

It helps you deliver supporting visuals without sending separate links or files.
{% endhint %}

### Supported formats and limits

* Formats: **JPG/JPEG**, **PNG**, **HEIC/HEIF**, **WebP**
* Max size: **20 MB per photo**
* Up to **200** photos per listing

### Common use cases

Use **Other Photos** to add:

* Neighborhood photos
* Google Maps aerial shots
* Realtor or brokerage photos

{% hint style="danger" %}
Do not use this button to add more photos to the same listing for editing as the imported photos are not editable. Once you have enhanced your set with Fotello, you cannot add more photos to the same listing for AI editing.
{% endhint %}

> Once all the assets have been added, see [Deliver listing](/delivering-listings/deliver-listing) to send your customers an all-in-one link.


# Other Videos

Including property videos in your listings can enhance your customer's experience by helping them showcase the lifestyle and potential of the property.

### Add a video

You have two options:

* **Add from URL** (paste a link, then click **Add URL**)
* **Upload a file** (drag + drop, or browse)

### Supported formats and limits

* Formats: **MP4**, **WebM**, **MOV**, **AVI**, **MKV**
* Max size: **500 MB per file**

<figure><img src="/files/v3rbWTC0hCbnfk5Wi4mh" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Hosted links are usually the best option. Uploads in various formats are supported too.
{% endhint %}

### Best practices

* Prefer hosted videos from YouTube, Vimeo, or your preferred channel by pasting the share link. This keeps your listing fast and gives better playback reliability.
* If you upload, keep files small to avoid increasing page weight which can slow down the final property website.
* Compress exports when possible. Aim for the smallest file that still looks sharp.
* Hosted videos display as embeds on the property website so avoid placing important text or logos near the edges.

> Once all the assets have been added, see [Deliver listing](/delivering-listings/deliver-listing) to send your customers an all-in-one link.

### Related

* Next: [Create Video](/videos/create-video)
* Next: [Virtual Tours](/other-assets/virtual-tours)
* Next: [Floor Plans](/other-assets/floor-plans)
* Build your website: [Property Websites](/other-assets/property-websites)


# Marketing Designs

Create branded marketing designs from listing assets and share them with agents.

Every listing you shoot comes with built-in marketing collateral your client can use to sell the home — flyers, brochures, and social media posts, auto-filled with the property's details. You decide whether each design ships free with delivery or sells separately.

### How it works

Each design has two states:

🔒 **Locked — Paid Add-On**\
The design isn't part of the standard delivery. Your client sees it in their gallery but has to purchase it separately to unlock and download it. Use this for designs you want to monetize.

🔓 **Unlocked — Included**\
The design ships free with delivery. No extra charge — it's just there.

You control this per design, per listing. Lock a flyer to sell it as an add-on while leaving the social posts unlocked, or any combination that fits how you price your packages.

### Lock or unlock a design

* Open the listing.

<figure><img src="/files/3rwUJnzLsaKxZdzYMSf6" alt=""><figcaption></figcaption></figure>

* Go to the Designs tab.
* Toggle each design between Locked and Unlocked.
* Click **make all free** to unlock every design at once.

Changes apply immediately — your client's gallery reflects the update the next time they view it.

### Why lock a design?

Marketing designs are ready-made upsell inventory. Realtors already spend money on flyers and social content for every listing — packaging that into a paid add-on turns something you're already generating into extra revenue, with zero additional shoot time.

A common approach: include one or two designs free to show the value, and lock the rest as paid add-ons. Clients who see the quality on the free ones are more likely to pay for the rest.


# Virtual Tours

Add 3D or 360 virtual tour links so your customers can provide an immersive experience for viewing the property.

### Add a virtual tour

1. Copy the share URL from your tour platform.
2. Paste it into the URL field on the Virtual Tours tab in your listing.
3. Click **Add URL**.

### Supported formats and limits

* Fotello supports tours from all platforms like **Matterport**, **iGUIDE**, **Giraffe360**, and more.
* Virtual tours are **URL-based** so no file uploads are required.

<figure><img src="/files/li6uEDOHXQtAXnVwo65O" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Fotello doesn’t replace your tour provider. It connects your hosted tours into the listing deliverables so the viewing experience is seamless.
{% endhint %}

### Copy or open a tour link

Once a tour is added, hover over its card on the Virtual Tours tab to reveal quick actions:

* **Copy link** copies the tour URL so you can share it or drop it into a listing description.
* **Open in new tab** opens the tour in your browser to check it plays correctly.

### Best practices

* **Use a public share link.** Avoid password-protected or expiring links.
* **Set a good start position.** Pick the best “hero” view as the tour’s start.
* **Check mobile playback.** Most realtors will open tours from their phone.

> Once all the assets have been added, see [Deliver listing](/delivering-listings/deliver-listing) to send your customers an all-in-one link.

### Related

* Next: [Floor Plans](/other-assets/floor-plans)
* Build your website: [Property Websites](/other-assets/property-websites)


# Floor Plans

Floor plans are a simple upsell that elevate buyer interest and perception, thus, adding value for your customers.

### Add floor plans

You have two options:

* **Upload files** (drag + drop, or browse)
* **Add from URL** (paste a link, then click **Add URL**)

{% hint style="info" %}
You can also generate floor plans from a quick phone scan by connecting CubiCasa. See [CubiCasa Floor Plans](/other-assets/cubicasa-floor-plans).
{% endhint %}

### Reorder floor plans

Drag floor plans into the order you want them displayed.

### Supported formats and limits

* Formats: **PDF**, **JPG**, **PNG**, **GIF**, **WebP**, **SVG**, **TIFF**
* Max size: **50 MB per file**

<figure><img src="/files/7CPSQflZXUT6YroYcPO6" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
If your images are huge, export a smaller JPG/PNG or combine pages into a PDF.
{% endhint %}

### Best practices

* Use PDFs or links when possible.
* Upload a single PDF for multi-story plans. Multi-page PDFs are automatically optimized for scrolling.
* If you’re using images, keep them lightweight. Separate JPGs/PNGs work great for one-off levels.
* Keep file sizes small so the final property website loads fast.

> Once all the assets have been added, see [Deliver listing](/delivering-listings/deliver-listing) to send your customers an all-in-one link.


# CubiCasa Floor Plans

Connect CubiCasa to turn a quick phone scan into a measured floor plan.

Connect CubiCasa to turn a quick phone walkthrough into a measured, professional floor plan — delivered straight onto the matching Fotello listing.

You'll need a CubiCasa account to get started. Styles and defaults stay managed in CubiCasa; Fotello uses your account defaults.

### Connect CubiCasa

{% stepper %}
{% step %}

#### Open the CubiCasa app

Go to **Studio Manager → Apps** to reach the App Store, then select **CubiCasa**.

<figure><img src="/files/w7oHY9UO267FD3lRMVo0" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add your API key

Click **Connect**, then enter your CubiCasa **API key** and **account email**.

<figure><img src="/files/xUDaIijtLkVcbkWdQmwd" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To find your API key, log in to CubiCasa, open **Company → Developer or click directly on the given link** in the instructions, and copy the key.
{% endhint %}
{% endstep %}

{% step %}

#### Finish connecting

Click **Connect** to link your account.
{% endstep %}
{% endstepper %}

### View your CubiCasa settings

Once connected, open the **CubiCasa** app card and select **Settings**.

This tab shows your connection details and what your account can order.

* **Connection summary** — Confirms that new orders create floor plans automatically. It also shows the delivery email. Manage styles and defaults in CubiCasa, not Fotello.
* **Available plans** — Shows the packages and add-ons synced from your CubiCasa account:
  * **Packages:** Base, Plus, and Plus 3D
  * **Add-ons:** Gross Living Area, Express Delivery, 3D Video, and 3D CAD Files
* **Default package** — Identifies the package CubiCasa uses when an order does not specify one.

Check **Settings** before creating products. This confirms which packages and add-ons you can select.

### Add CubiCasa as a service or add-on

Create a floor plan service or add-on first. Then attach the CubiCasa deliverables you want to sell.

{% stepper %}
{% step %}

#### Open your products

Go to **Studio Manager → Products**.

<figure><img src="/files/eB4s6I56oyG7BkhdeRUC" alt=""><figcaption></figcaption></figure>

Choose **Services** to create a standalone floor plan service.

or

Choose **Add-ons** to offer the floor plan as an optional upgrade.
{% endstep %}

{% step %}

#### Create the product

Click **Add Service** or **Add Add-on**.

In **Type**, select **Floor Plan**.

<figure><img src="/files/pB83wjIaWNa3f9PAUIub" alt=""><figcaption></figcaption></figure>

Add the product name, description, duration, pricing tiers, and any images you need.
{% endstep %}

{% step %}

#### Select CubiCasa deliverables

Find the **CubiCasa** section in the product form.

<figure><img src="/files/94d3QpQewfLhxDx8XF5e" alt=""><figcaption></figcaption></figure>

Select every deliverable you want CubiCasa to produce for this product.

Save or create the service or add-on.
{% endstep %}
{% endstepper %}

The selected CubiCasa deliverables are now available as Add-ons or services whenever you add this product to an order.

{% hint style="info" %}
Create a service when customers book floor plans on their own. Create an add-on when floor plans complement another service.
{% endhint %}

### Add CubiCasa to a new order

{% stepper %}
{% step %}

#### Start a new order

Open **Orders** from the left sidebar.

Click **New Order**.
{% endstep %}

{% step %}

#### Add the floor plan product

Complete the order details, including the property address and customer.

In **Products**, click the Add products

<figure><img src="/files/9dUqQKqza2RfPAPKkoEu" alt=""><figcaption></figcaption></figure>

Select the CubiCasa floor plan service or add-on you created.

Click **Save**, then finish creating the order.

This will appear in your cubicasa app
{% endstep %}
{% endstepper %}

### Add CubiCasa to an existing order

Already have an order without a floor plan product? Add CubiCasa directly without creating a new order.

{% stepper %}
{% step %}

#### Add the CubiCasa product

Open the listing, then go to the **Orders** tab.

Open the existing order you want to update.

Click **Add products**.

Select the CubiCasa floor plan service or add-on, then save the order.
{% endstep %}

{% step %}

#### Link the order

Under the same listing, go to the **Floor Plans** tab.

Click **Link order**.

<figure><img src="/files/Ykr2NqzBOpH7cpa30RQG" alt=""><figcaption></figcaption></figure>

Select the CubiCasa from the list to link it to the listing.

<figure><img src="/files/RjPbYQOnCDjV3kftdJrj" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

The order is now linked. Its CubiCasa deliverable tracks and delivers like a new CubiCasa order.

### Capture and deliver a floor plan

1. Walk through the space with your phone using the CubiCasa app.
2. CubiCasa processes the scan using the selected deliverables.
3. The completed floor plan returns to the matching Fotello listing automatically.
4. Open the listing's **Floor Plans** tab to check the status and view the result.

{% hint style="info" %}
On the **Floor Plans** tab, each order that includes a floor plan shows a CubiCasa status row so you can track it inline.
{% endhint %}

### Manage your connection

Back on the **CubiCasa** app page you can:

* **Manage settings** – open your CubiCasa account to adjust styles and defaults.
* **Refresh** – pull your latest CubiCasa account details and updates into Fotello.
* **Disconnect CubiCasa** – stop auto-creating floor plans for new orders. Floor plans already delivered stay on your listings.

<figure><img src="/files/OMMJgU2sgBg3npAsAc8y" alt=""><figcaption></figcaption></figure>

> To add floor plans manually instead, see [Floor Plans](/other-assets/floor-plans).


# Property Websites

Give every listing a distraction-free website with branded and MLS-ready links. Most real estate media companies and agents pay to create and host a single-property website. Fotello automatically takes your assets and turns them into a beautiful, professional website for FREE!

### Why customers love them

* **Focus:** buyers stay on the home you’re marketing.
* **More engagement:** people scroll, watch, and explore for longer.
* **Easy sharing:** one link works in text, email, socials, and YouTube.
* **Better recall:** fewer clicks means fewer drop-offs.

### What you get in Fotello

* **5 ready-to-go templates**
* **Auto-populated pages** from your listing’s **Info**, photos, and asset tabs
* **Branded + unbranded links** for every template (see below for differences)

### Premium templates

Premium property websites include premium templates with a more elevated visual style.

Each premium template uses distinct font choices and text placement. Choose the design that best fits the listing's presentation.

### Create a property website in minutes

{% stepper %}
{% step %}
**Add your property info**

Provide comprehensive listing details in the **Info** tab. Adding more information enhances the appearance and value of your website.

See: [Property Info](/other-assets/property-info)
{% endstep %}

{% step %}
**Add the rest of the listing assets**

Drop in the assets you want buyers to see and download like [Videos](/other-assets/other-videos), [Virtual Tours](/other-assets/virtual-tours) and [Floor Plans](/other-assets/floor-plans).

Before you publish the website, make sure your **Photos** tab is final:

* Reorder or hide shots to match your preferred flow
* Import any externally edited photos (if you edited outside Fotello)
  {% endstep %}

{% step %}
**Pick a template and copy the link**

Open the **Websites** tab. Your designs are organized into two sections:

<figure><img src="/files/flBEfocV846pTZWw5k3P" alt=""><figcaption></figcaption></figure>

* **Active website** - the template currently set for this listing.
* **Other templates/Premium templates** - every other design you can switch to. Premium designs show a lock icon until they're included in your plan.

<figure><img src="/files/d6eHgWArx6TnEq5erHmy" alt=""><figcaption></figcaption></figure>

You can toggle between the **Branded** or **Unbranded** versions from the top right and clicking <img src="/files/2scwJmZJONpAonWyaiJ6" alt="" data-size="line"> to open the link in a new tab.

<figure><img src="/files/IibDOLzSO0r5mnoNXx5f" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Deliver everything with one click**

When you’re ready, send your customer a single delivery link with both the branded and unbranded versions. You can choose which property website to include in the email.

See: [Deliver listing](/delivering-listings/deliver-listing)
{% endstep %}

{% step %}
**Make it fully white-labeled (optional)**

Add your brand basics once in [Branding](/business-details/branding).

If you want your links on your own domain, connect it in [Domain](/business-details/domain).

{% hint style="warning" %}
Custom domains require an Ultimate plan.
{% endhint %}
{% endstep %}
{% endstepper %}

### Branded vs unbranded links

{% tabs fullWidth="true" %}
{% tab title="Branded (marketing)" %}
Use this link anywhere you want your brand to be visible - think social posts, email campaigns, and realtor websites.

Branded websites can show:

* Property headline and key info
* Links to listing assets
* Realtor name, logo, profile photo and contact details
* Realtor license number (for example, a DRE#)

This link works best for:

* Luxury/ultra-luxury homes
* Design-led, architecturally distinct properties
* Off-market or soft-launch listings
* Developer showcases or marquee assets

{% hint style="info" %}
Customer information updates seamlessly on branded property websites, enabling direct and effortless contact. With richer details, the site becomes more personalized, creating a smoother, more engaging experience for the website audience. Add customer details in [Customers](/customers/customers#update-customer-details).
{% endhint %}

This is how your customer's information will look in branded property websites, making enquiries simple and seamless:

<figure><img src="/files/96IWxBiVzcneiIWY8F8h" alt=""><figcaption></figcaption></figure>

If you've added a **License Number** to the customer's details, it appears alongside their phone and email in the contact section.

{% hint style="info" %}
Add a customer's license number in their details. See [Customers](/customers/customers#update-customer-details).
{% endhint %}
{% endtab %}

{% tab title="Unbranded (MLS)" %}
Use this link when uploading to MLS as most providers do not allow any branding or agent information in virtual tours or property websites.

Unbranded websites include:

* Property headline and key info
* Links to listing assets
* **No** agent name, contact info, photo, or branding

This is best for:

* Entry to mid-market properties
* High-demand, fast-moving inventory
* Price-sensitive buyers
* 'It will sell anyway' listings
  {% endtab %}
  {% endtabs %}


# Assign Orders

Add all order details and update your account settings to join thousands of creators delivering their work daily like a pro.

### Assign an order to your listing

If a shoot was booked by your customer using your Fotello [Order Form](/orders/order-form), the order details populate automatically.

If it was an offline order and you haven't created an order already, you can do it manually by clicking on the Orders tab in your listing.

<figure><img src="/files/ioFRXCk6Br15N2uYSZBQ" alt=""><figcaption></figcaption></figure>

Select the appropriate packages or services for the order and click the 'Create' button to attach the order to the listing.

<figure><img src="/files/NjfC160tdrXBI4qWX3Ai" alt=""><figcaption></figcaption></figure>

### Assign a customer to your order

If you already have customers in Fotello, pick the customer from the dropdown.

<figure><img src="/files/6GkPhWU1GXr2DdCuey5S" alt=""><figcaption></figcaption></figure>

If you don’t have customers in Fotello yet, build it by going to the customers page.

See: [Customers](/customers/customers)

### Get paid before customers download assets

Set up Fotello **payments** to collect payments for your shoots before your customers download high-resolution assets. Furthermore, you can also see all your payments right on your dashboard.

See: [Payments](/payments/payments)

### Let customers purchase add-ons

Enable **pay as you go** if you want customers to request add-ons like Twilight or Staging and pay for those upsells at the price you set.

See: [Pay as you go](/billing/pay-as-you-go)


# Deliver listing

Send your customer a branded email with all assets so they can download, pay and buy add-ons all in one place.

Before you deliver, make sure the listing has all final assets added:

* [Other Videos](/other-assets/other-videos)
* [3D Tours](/other-assets/virtual-tours)
* [Floor Plans](/other-assets/floor-plans)

The **Deliver** modal now brings everything into one place: customer, order, payments, payment settings, email review

<figure><img src="/files/gReYqg7JK0FuT5KEl33t" alt="" width="563"><figcaption></figcaption></figure>

{% stepper %}
{% step %}
**Open the delivery modal**

**Go to Listings** and select the listing you want to deliver.

Click **Deliver** in the top right of the listing.

Use the notices at the top of the modal as your checklist.

They tell you what still needs to be completed before you send the delivery.
{% endstep %}

{% step %}
**Complete any setup the modal flags**

The modal can show setup prompts like these:

* **Go to orders** if there is no open invoice for the listing.
* **Enable pay as you go** if you want customers to buy add-ons after delivery.
* **Set up payments** if online payments are not connected yet.

If the listing came through your [Order Form](/orders/order-form), the order and customer are often already attached.

If you created the listing directly, complete these first:

* attach or create an order
* assign a customer
* create and finalize an open invoice if you want to collect payment before download

Use these guides if you need them:

* [Log Offline Orders](/orders/log-offline-orders)
* [Assign Orders](/delivering-listings/order-setup)
* [Customers](/customers/customers)
* [Order Invoices](/payments/order-invoices)
* [Payments](/payments/payments)
* [Pay as you go](/billing/pay-as-you-go)
  {% endstep %}

{% step %}
**Choose payment settings**

In **Payment Settings**, choose whether the customer must pay before downloading.

* Turn payment collection on if you want to lock downloads until payment is made.
* Leave it off if you want the customer to download right away.
* If payment collection is on, make sure the order has an **Open invoice** first.

If payment collection is enabled, the delivery email includes a payment link for the customer.
{% endstep %}

{% step %}
**Review the email draft**

Check the sender, recipients, and links before sending.

* The **To** field should have the right customer assigned.
* You can use **Cc** or **Bcc** to copy other recipients.
* If your [Domain](/business-details/domain) is connected, the email can send from your white-labeled email address.
* Replies go to the email set in your business settings.
* You can preview the listing and website links directly in the email draft.
  {% endstep %}

{% step %}
**Send the delivery**

Click **Send Email** or **Re-send Email** when everything looks right.

Your customer gets one delivery email with their assets, payment link, and optional add-ons in one place.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
You do not need payments enabled to deliver a listing.

Only turn on payment collection when you want customers to pay before downloading.
{% endhint %}

### Share the gallery link yourself

Prefer to send the gallery your own way — by text, WhatsApp, or an email you write yourself? Click **Share gallery** next to **Deliver** on the listing to copy the link straight to your clipboard, then paste it wherever you like.

<figure><img src="/files/c8LlhJYk3piVSCRmrfWJ" alt=""><figcaption></figcaption></figure>

It's the same link your customer gets in the delivery email, opening the branded [Shared Listing Page](/customer-portal/shared-listing-page) where they can browse and download everything.

{% hint style="info" %}
Copying the link makes the gallery viewable, but it doesn't mark the listing as delivered or send the delivery email. When you want the full delivery — the branded email, payment link, and add-ons in one place — use **Deliver**.
{% endhint %}


# Customer Portal Setup

Give your customers a branded portal where they can log in, view delivered listings, download media, make payments, and request revisions - all in one place.

To access Customer Portal settings, go to **Studio Manager → Customer Portal** or use [this link](https://app.fotello.co/dashboard/customer-portal).

<figure><img src="/files/ttjhjUyG6lKRwcnyXqXo" alt=""><figcaption></figcaption></figure>

### Customer Portal settings options

<figure><img src="/files/2yLnARC5BOdtLY8ayp2y" alt=""><figcaption></figcaption></figure>

Use this page to manage these Customer Portal settings:

* **Adjust panel access** — control which editing tools customers can use on delivered photos
* **Download access** —control when customers can access their files by requiring payment before downloads are enabled.
* **Customer rescheduling**— let customers reschedule from the Customer Portal
* **Tutorial video** — show customers a short guided tour of the portal

### What you can do on this page

You'll see:

* Your Customer Portal link
* A live preview of what customers see

You can:

* Click the open-in-new-tab button to view it yourself
* Click **Copy** to paste the link on your website or share it with customers
* Set **Adjust panel access** to control which editing tools customers can use on delivered photos
* Set **Customer rescheduling** to control whether customers can move their own appointments

### Let customers reschedule their own appointments

You can let customers reschedule their own appointments from the Customer Portal.

Turn on **Let customers reschedule their own appointments** to enable self-service rescheduling.

Use **Reschedule cutoff hours** to control how close to the appointment customers can still make a change.

After the cutoff is reached, the reschedule option is no longer available to the customer.

### Adjust panel access

Choose what level of editing your customers have access to:

<figure><img src="/files/f1aOgJgMSTu2wZxdYTWL" alt=""><figcaption></figcaption></figure>

| Full Access                      | Focused Access                                     | Hidden                                                             |
| -------------------------------- | -------------------------------------------------- | ------------------------------------------------------------------ |
| All adjust panel tools.          | Profiles, remove tool, and revision requests only. | Adjust panel completely hidden. Can only view and download photos. |
| ![](/files/2RAzs6emuBaMSlGTgHKB) | ![](/files/CvnTc9O8jYn7oEqF1TOs)                   | ![](/files/lYr9dHCPB3egdiICb9OH)                                   |

### Customer rescheduling

Decide whether customers can reschedule their own appointments from the Customer Portal.

Turn on **Let customers reschedule their own appointments** to give customers a self-service way to move their booking to a new time. When it's off, customers contact you directly and you handle the change for them.

When the toggle is on, set a **Reschedule cutoff** (in hours) to protect the time right before an appointment. Customers can't reschedule once the appointment is within that window — for example, set `48` to stop changes inside the last two days.

<figure><img src="/files/j6vvWpqxwmmWyL0pcTWo" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can always reschedule any appointment yourself from the order, regardless of this setting. See [Rescheduling](/availability-and-scheduling/rescheduling).
{% endhint %}

### Show customers a guided tour

Turn on a short tutorial video that walks your customers through the Customer Portal, so they can browse and download their media on their own without reaching out to you.

Under **Tutorial video**, turn on **Enable guided tour**. Want to see it first? Click **video** in the description to preview it.

Once it's on, a **Quick Tour** button appears at the top of every shared listing page. Your customer clicks it to watch the overview in a pop-up player, then closes it and keeps browsing. See [Shared Listing Page](/customer-portal/shared-listing-page) for what your customer sees.

### Make it feel like your business

Customize your Customer Portal using your business settings for a seamless, branded experience.

* [Branding](/business-details/branding) (logo + brand color)
* [Business Details](/business-details/personal-details) (name, contact info, socials)
* [Domain](/business-details/domain) (custom URL like `book.yourdomain.com` — Ultimate plan)

### Ways to share your Customer Portal

* **Website:** Add a "Book Now" button or a client login page linking to your portal.
* **Social:** Drop the link in your Instagram bio, Facebook page, or LinkedIn profile.
* **Direct messages:** Send the link over text, email, or WhatsApp when a client reaches out.
* **Email signature:** Include a portal link so every email doubles as an opportunity.

{% hint style="info" %}
The Customer Portal is fully responsive and mobile friendly.
{% endhint %}


# Email Templates

Every time you accept an order, confirm a booking, assign a team member, or deliver a listing, Fotello sends an email automatically. Email Templates let you control exactly what those emails say, so your customers and team members hear your voice, not a generic one.

To access your Email Template settings, go to **Settings → Emails**, or use [this link](https://app.fotello.co/dashboard/settings/emails).

<figure><img src="/files/3u2eXwtTg8GqCKfecVNz" alt=""><figcaption></figcaption></figure>

### Turn appointment reminders on or off

Use the reminder toggle in **Settings → Emails** to control whether appointment reminder emails are sent.

When reminders are on, Fotello sends the active 24-hour and 1-hour reminder templates to customers and team members.

When reminders are off, reminder emails are not sent.

<figure><img src="/files/kgEF2MCpEfTW4BseXg86" alt=""><figcaption></figcaption></figure>

### Why personalize your emails

Your emails are often the first and last touchpoint with a customer on every job. A generic confirmation or delivery email is a missed opportunity.

With custom email templates you can:

* **Sound like your brand.** Match the tone you use on your website, social media, and in person.
* **Include the details that matter.** Highlight your cancellation policy, add a personal thank-you, or link to your review page.
* **Build trust with new customers.** A polished, personalized email signals professionalism and attention to detail.
* **Keep your team informed.** Customize internal assignment emails so team members see exactly the info they need, formatted the way you want.

### Two categories of emails

Email templates are organized into two tabs:

| Tab                 | Who receives the email                      | Templates                                                                                                                                                                                                                                                    |
| ------------------- | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Customer Emails** | Your customers (realtors, homeowners, etc.) | Order Created, Order Accepted, Order Canceled, Appointment Scheduled, Appointment Rescheduled, Appointment Canceled, Appointment Reminder (24 hr), Appointment Reminder (1 hr), Listing Delivered, Revision Complete, Invoice Sent, Invoice Due Notification |
| **Member Emails**   | Your internal team members                  | Appointment Assigned, Appointment Reminder (24 hr), Appointment Reminder (1 hr), Order Canceled, Appointment Rescheduled, Appointment Unassigned, Appointment Canceled                                                                                       |

Switch between tabs at the top of the Emails settings page.

### Available templates

| Template                         | When it's sent                                                                                                            | Category |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | -------- |
| **Order Created**                | Notifies customer when an order is requested by them                                                                      | Customer |
| **Order Accepted**               | Notifies customer when an order is accepted. If auto-accept is enabled, it's sent as soon as the order is created by them | Customer |
| **Order Canceled**               | Notifies customer when an order is canceled                                                                               | Customer |
| **Appointment Scheduled**        | Notifies customer when a new appointment is scheduled for their order                                                     | Customer |
| **Appointment Reminder (24 hr)** | Notifies customer 24 hours before their appointment starts                                                                | Customer |
| **Appointment Reminder (1 hr)**  | Notifies customer 1 hour before their appointment starts                                                                  | Customer |
| **Appointment Rescheduled**      | Notifies customer when a scheduled appointment is rescheduled                                                             | Customer |
| **Appointment Canceled**         | Notifies customer when a scheduled appointment is canceled                                                                | Customer |
| **Listing Delivered**            | Notifies customer when listing media is delivered                                                                         | Customer |
| **Revision Complete**            | Notifies customer when revisions they requested are completed                                                             | Customer |
| **Invoice Sent**                 | Notifies customer when an invoice is finalized                                                                            | Customer |
| **Invoice Due Notification**     | Notifies a customer when they have one or more invoices due that day                                                      | Customer |
| **Appointment Assigned**         | Notifies a team member when they are assigned to an order                                                                 | Member   |
| **Order Canceled**               | Notifies a team member when an order they are assigned to is canceled                                                     | Member   |
| **Appointment Rescheduled**      | Notifies a team member when their scheduled appointment is rescheduled                                                    | Member   |
| **Appointment Unassigned**       | Notifies a team member when they are unassigned from an appointment                                                       | Member   |
| **Appointment Canceled**         | Notifies a team member when their scheduled appointment is canceled                                                       | Member   |
| **Appointment Reminder**         | Reminds the assigned team member before the appointment starts (24-hour and 1-hour reminders)                             | Member   |

***

## Turning reminder emails on or off

Appointment reminder emails go out automatically before an appointment — once 24 hours ahead and again 1 hour ahead — so customers and assigned team members don't forget.

You control whether each reminder is sent using the toggle next to it in the Emails list.

1. Go to **Settings → Emails**.
2. Find the **Appointment Reminder** row you want to change (24 Hr or 1 Hr).
3. Use the toggle on that row to turn the reminder on or off.

### Invoice Due Notification

The **Invoice Due Notification** reminds a customer when they have one or more invoices due that day. It lists the invoices due, the total amount, and a link for the customer to review and pay all of their open invoices in one place.

<figure><img src="/files/B77ljNRsAl7mEa1ZdngY" alt=""><figcaption></figcaption></figure>

This notification is **on by default**. Like appointment reminders, it has its own on/off toggle in the Emails list, so you can turn it off if you'd rather follow up on invoices yourself. You can also personalize its subject and content just like any other template.

{% hint style="info" %}
Appointment reminders and the Invoice Due Notification are the emails with an on/off toggle. Other templates always send for the events they cover — you can still personalize their content below.
{% endhint %}

| Template                         | When it's sent                                                                                                            | Category |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | -------- |
| **Order Created**                | Notifies customer when an order is requested by them                                                                      | Customer |
| **Order Accepted**               | Notifies customer when an order is accepted. If auto-accept is enabled, it's sent as soon as the order is created by them | Customer |
| **Order Canceled**               | Notifies customer when an order is canceled                                                                               | Customer |
| **Appointment Scheduled**        | Notifies customer when a new appointment is scheduled for their order                                                     | Customer |
| **Appointment Reminder (24 hr)** | Notifies customer 24 hours before a scheduled appointment                                                                 | Customer |
| **Appointment Reminder (1 hr)**  | Notifies customer 1 hour before a scheduled appointment                                                                   | Customer |
| **Appointment Rescheduled**      | Notifies customer when a scheduled appointment is rescheduled                                                             | Customer |
| **Appointment Canceled**         | Notifies customer when a scheduled appointment is canceled                                                                | Customer |
| **Listing Delivered**            | Notifies customer when listing media is delivered                                                                         | Customer |
| **Revision Complete**            | Notifies customer when revisions they requested are completed                                                             | Customer |
| **Invoice Sent**                 | Notifies customer when an invoice is finalized                                                                            | Customer |
| **Invoice Due Notification**     | Notifies a customer when they have one or more invoices due that day                                                      | Customer |
| **Appointment Assigned**         | Notifies a team member when they are assigned to an order                                                                 | Member   |
| **Appointment Reminder (24 hr)** | Notifies a team member 24 hours before a scheduled appointment                                                            | Member   |
| **Appointment Reminder (1 hr)**  | Notifies a team member 1 hour before a scheduled appointment                                                              | Member   |
| **Order Canceled**               | Notifies a team member when an order they are assigned to is canceled                                                     | Member   |
| **Appointment Rescheduled**      | Notifies a team member when their scheduled appointment is rescheduled                                                    | Member   |
| **Appointment Unassigned**       | Notifies a team member when they are unassigned from an appointment                                                       | Member   |
| **Appointment Canceled**         | Notifies a team member when their scheduled appointment is canceled                                                       | Member   |

***

## Editing a template

{% stepper %}
{% step %}
**Open the editor**

Click any email template row to open the editor.

You'll see three areas:

* **Subject line** at the top
* **Email body**, the main content area with a formatting toolbar
* **Live preview**, a real-time preview of what the recipient will see

<figure><img src="/files/Yow3uJv5xRuwLeNZCTpZ" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Edit the subject line**

Click into the subject field and type your custom subject. You can also insert variables here (see below) so each email includes dynamic details like the property address.

**Character limit:** 200 characters.
{% endstep %}

{% step %}
**Edit the email body**

Click into the body area and write your message. Use the formatting toolbar above the body to style your text.

**Character limit:** 2,000 characters.
{% endstep %}

{% step %}
**Preview and save**

The live preview on the right updates as you type, showing exactly what the recipient will see, including your branding, resolved variables, and formatting.

When you're happy with the result, click **Save**.
{% endstep %}
{% endstepper %}

***

## Inserting variables

Variables are dynamic placeholders that get replaced with real data when the email is sent. For example, `First Name` becomes "Sarah" and `Property Address` becomes "123 Main St".

### How to insert a variable

1. Place your cursor where you want the variable in the subject or body.
2. Click the **Insert** button.
3. Select a variable from the list.

The variable appears as a highlighted badge in the editor so you can easily see where dynamic content will go.

You can insert variables in both the subject line and the message body using the **Insert** button in each area.

<figure><img src="/files/As27BSUaUK3iowEirjdz" alt=""><figcaption></figcaption></figure>

### Available variables

Not every variable is available in every template. Only the ones relevant to that email type appear in the insert menu.

| Variable                       | What it becomes                                               |
| ------------------------------ | ------------------------------------------------------------- |
| **First Name**                 | The recipient's first name                                    |
| **Company Name**               | Your business name                                            |
| **Property Address**           | The property's street address                                 |
| **Booking Date & Time**        | The scheduled appointment date and time                       |
| **Services Summary**           | A formatted list of the booked services                       |
| **Total Amount**               | The order total                                               |
| **Order Link**                 | A link for the customer to view their order                   |
| **Listing Name**               | The name of the delivered listing                             |
| **Listing Share Link**         | A link to view and download the listing media                 |
| **Branded Property Website**   | Link to the branded property website                          |
| **Unbranded Property Website** | Link to the unbranded property website                        |
| **Invoice Number**             | The finalized invoice number                                  |
| **Invoice Total**              | The total amount due on the invoice                           |
| **Invoice Link**               | A link for the customer to view and pay the invoice           |
| **Due Date**                   | The date the invoices are due                                 |
| **Invoice Count**              | How many invoices are due                                     |
| **Invoices Summary**           | A formatted list of the due invoices                          |
| **Invoices Page Link**         | A link for the customer to review and pay their open invoices |

{% hint style="info" %}
If the recipient's first name isn't available, the greeting automatically falls back to a simple "Hi," with no empty name or broken text.
{% endhint %}

***

## Formatting your email

The editor toolbar gives you control over how your email looks.

<figure><img src="/files/xDWmsR6vrJO9s0qybtmd" alt=""><figcaption></figcaption></figure>

You can:

* **Bold** and *italic* text for emphasis
* Create **bullet lists** and **numbered lists**
* Add **links** by selecting text and using the link button in the toolbar

### How formatting is rendered

* If you write in **plain text** (no HTML tags), Fotello automatically converts line breaks into proper paragraphs and turns URLs into clickable links.
* If you use **HTML formatting** through the toolbar, Fotello preserves your structure and applies consistent styling (font size, line height, and colors) so emails look clean in every inbox.

You don't need to write raw HTML. The toolbar handles it for you. Just write naturally and use the toolbar buttons to style.

{% hint style="info" %}
Links you type or insert as variables are automatically styled in your email. You don't need to worry about link formatting.
{% endhint %}

***

## Resetting to default

If you want to start over or undo your changes, click **Reset to Default** in the editor. This restores the original Fotello template for that email type.

{% hint style="warning" %}
Resetting replaces your entire custom template (subject and body) with the default. This can't be undone.
{% endhint %}

***

## Tips for great email templates

* **Keep it short.** Customers scan emails, so get to the key info quickly.
* **Use variables.** A personalized greeting and specific order details go a long way.
* **End with a clear next step.** Include the Order Link or Listing Share Link so recipients know exactly what to do.
* **Preview before saving.** The live preview catches formatting issues before your customers do.
* **Stay on brand.** Use the same tone and language you'd use if you were writing the email yourself.


# Branding

Use Brand Kit to manage the logos and colors used across Fotello.

Brand Kit has separate settings for your company and customer teams.

### Open Overall Settings

Click the **Settings** gear icon in the upper-right corner.

The **Overall Settings** menu includes:

* **Personal Details** — Manage your profile information.
* **Business** — Manage your business details, branding, and domain.
* **Plan and Billing** — Manage your plan and billing preferences.
* **Emails** — Customize emails sent to customers and team members.
* **Teams and Security** — Manage team members, roles, and permissions.
* **Referrals** — Invite friends, earn billing credits, and track rewards.
* **Storage** — Track space used by photos, videos, and uploads.
* **API Keys** — Request API access for Fotello integrations.
* **Import data** — Bring customers and listings over from another platform.

### Business Details

Use **Business Details** for your core business profile.

This is where you manage details like your business name, contact info, and socials.

If you see a logo field here, treat it as part of your business profile. Use the dedicated **Branding** tab for the main customer-facing brand styling.

<figure><img src="/files/6hDvFtHEhNxnxyvnAJiN" alt=""><figcaption></figcaption></figure>

The **Overall Settings** menu opens after you click the gear icon.

<figure><img src="/files/0ZOFdQypqtLp0GJSvjyh" alt=""><figcaption></figcaption></figure>

Click **Business**, then open **Details**. You can also go to <https://app.fotello.co/dashboard/settings/business/details>.

Update your business profile details here.

<figure><img src="/files/eYHVsjXH1ADqALpbLPeh" alt="" width="375"><figcaption></figcaption></figure>

### Company Brand Kit

Use **Company Brand Kit** for your business logo and brand colors.

These settings appear across your customer-facing Fotello experiences. They are also available as watermarks in the photo editor.

{% stepper %}
{% step %}

#### Open Company Brand Kit

Go to **Settings → Business → Brand Kit**.

<figure><img src="/files/Th6TkstR6zb3Dtqu4U95" alt=""><figcaption></figcaption></figure>

#### Add your logo

Add the logo you want to use for your company.
{% endstep %}

{% step %}

#### Set your brand color

Set your brand color to keep customer-facing pages visually consistent.
{% endstep %}
{% endstepper %}

### Customer Team Brand Kit

Use **Customer Team Brand Kit** to manage logos and colors for a customer team.

Go to **Customers → Teams**, then select the customer team you want to customize. Open **Brand Kit** to set a custom color that matches the customer's branding.

The selected color controls **Aerial Pins** for listings assigned to that customer. It also lets you match a customer's preferred style.

<figure><img src="/files/9YZaDroB31uk5IrnB7NW" alt=""><figcaption></figcaption></figure>

### Order Form branding

Some Order Form branding and booking-page presentation settings live under **Order Form → Preferences**.

Use that area when you want to manage booking-specific branding or display choices that only affect the Order Form.


# Domain

Connect a custom domain to fully white-label your booking and delivery experience.

{% hint style="warning" %}
Custom domains require the **Ultimate** plan.
{% endhint %}

### What you'll need

* A domain you own (example: `yourdomain.com`)
* Access to wherever your DNS is managed (see [Find your DNS provider](#find-your-dns-provider) below)

{% hint style="info" %}
Your custom domain is set up as a **subdomain** of the domain you own (example: `homes.yourdomain.com`). During setup you'll enter a subdomain — `homes` is filled in for you by default — along with your root domain.
{% endhint %}

***

### Complete domain setup

{% stepper %}
{% step %}
**Open Domain settings**

Go to **Settings → Business → Domain**.

<figure><img src="/files/sUKpciyAJX2dJEn7y9Af" alt="Business settings showing the Domain tab and Connect Domain button"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Click Connect Domain**

Click **Connect Domain**.
{% endstep %}

{% step %}
**Enter your domain**

The **Subdomain** field is filled in with `homes` by default. Keep it, or change it to something like `book` or `portal`.

<figure><img src="/files/0nrrmR7Vf2776SZo8KC6" alt=""><figcaption></figcaption></figure>

In **Company Domain**, enter the root domain you own (example: `yourdomain.com`).

Fotello shows where your listings will be accessible (example: `homes.yourdomain.com`).

Then click **Connect Domain**.

<figure><img src="/files/6kMP5OsIakG9yC45To75" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Copy the DNS records**

Fotello will display the required DNS records.

Copy each **CNAME** record by clicking on it and paste it into your DNS provider's settings.

Match the values exactly. Don't add extra spaces or change punctuation.

After you update DNS, wait for the changes to take effect.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
DNS changes usually apply within **2 hours**, but can take up to **2 days**.

If verification fails, wait 15–20 minutes and try again.
{% endhint %}

***

### Find your DNS provider

This is the part that trips most people up. Your domain registrar (where you bought the domain) and your DNS provider (where you add records) are not always the same.

**If your nameservers point somewhere else, that's where you add DNS records — not your registrar.**

Here's how to figure out where your DNS is managed:

{% stepper %}
{% step %}
**Check your domain's nameservers**

Go to <https://who.is> and search your domain. Look for the **Name Server** entries.
{% endstep %}

{% step %}
**Match the nameservers to a provider**

The nameservers tell you who controls your DNS:

| Nameservers contain                               | DNS is managed at |
| ------------------------------------------------- | ----------------- |
| `domaincontrol.com`                               | GoDaddy           |
| `ns1.wixdns.net`, `ns2.wixdns.net`                | Wix               |
| `ns1.squarespace.com`                             | Squarespace       |
| `*.cloudflare.com` (e.g. `ada.ns.cloudflare.com`) | Cloudflare        |
| `registrar-servers.com`                           | Namecheap         |
| `ns1.wordpress.com`                               | WordPress.com     |
| `ui-dns.com` or `ui-dns.org`                      | IONOS (1&1)       |
| `ns1.google.com`, `ns2.google.com`                | Google Domains    |

If you don't recognize the nameservers, search them — you'll find the provider.
{% endstep %}

{% step %}
**Add the CNAME records there**

Log in to the provider from Step 2. That's where you add Fotello's CNAME records — not necessarily the company you paid for the domain.
{% endstep %}
{% endstepper %}

***

### Common setups

#### You bought and host in the same place

Examples: GoDaddy site + GoDaddy domain, Wix site + Wix domain.

Log in to that provider. Go to DNS settings. Add the CNAME records from Fotello. Done.

#### You bought the domain at one place, but your website is hosted elsewhere

Example: Domain at Namecheap, website at Squarespace.

If you changed your nameservers to point to your hosting provider (Squarespace, in this case), then you manage DNS at the **hosting provider** — not Namecheap. Log in to Squarespace and add the CNAME records there.

If you never changed nameservers, DNS is still at the registrar (Namecheap). Add the records there.

#### You use Cloudflare

If your nameservers point to Cloudflare, all DNS changes happen in the Cloudflare dashboard.

Log in to Cloudflare → select your domain → **DNS** → **Add record**.

{% hint style="warning" %}
Set the **Proxy status** to **DNS only** (grey cloud) for the Fotello CNAME records. The orange cloud (proxied) will break verification.
{% endhint %}

#### You use Wix

Wix manages DNS for domains connected to Wix sites. Log in to Wix → **My Domains** → click your domain → **Manage DNS Records** → add the CNAME records.

If you bought the domain outside Wix but pointed nameservers to Wix, you still manage DNS inside Wix.

#### You use Squarespace

Log in to Squarespace → **Settings** → **Domains** → click your domain → **DNS Settings** → **Add record** → set type to **CNAME**.

#### You use WordPress.com (not self-hosted)

Go to **Upgrades** → **Domains** → click your domain → **DNS Records** → add the CNAME records.

{% hint style="info" %}
WordPress.com (hosted) and self-hosted WordPress are different. If you self-host, DNS is managed wherever your nameservers point — usually your hosting company (SiteGround, Bluehost, etc.).
{% endhint %}

***

### How to add a CNAME record

Every DNS provider uses a slightly different interface, but the fields are the same:

| Field                      | What to enter                                    |
| -------------------------- | ------------------------------------------------ |
| **Type**                   | `CNAME`                                          |
| **Host** or **Name**       | The subdomain from Fotello (e.g. `book`)         |
| **Points to** or **Value** | The target Fotello gives you (copy it exactly)   |
| **TTL**                    | Leave the default, or set to **Auto** / **3600** |

{% hint style="warning" %}
Some providers auto-append your domain to the Host field. If Fotello says the host is `book`, and your domain is `yourdomain.com`, don't enter `book.yourdomain.com` — just enter `book`. Check your provider's preview to confirm the full record looks right.
{% endhint %}

***

### Troubleshooting

If your domain won't verify, check these first:

* **Wrong record type.** You need a **CNAME**, not an A record or TXT record.
* **Wrong DNS provider.** You're adding records at your registrar, but your nameservers point somewhere else. See [Find your DNS provider](#find-your-dns-provider).
* **Host mismatch.** The host/name must match exactly what Fotello shows (often a subdomain like `book`).
* **Conflicting records.** An existing A record or CNAME for the same host will block yours. Delete the conflicting record first.
* **Cloudflare proxy is on.** If you use Cloudflare, set the CNAME to **DNS only** (grey cloud icon). Proxied mode breaks verification.
* **Provider appended your domain.** Some DNS panels turn `book` into `book.yourdomain.com.yourdomain.com`. Check the record preview.
* **DNS hasn't propagated yet.** Wait 2 hours and try again. Can take up to 2 days in rare cases.


# Personal Details

Update your personal profile info and preferred time zone.

Use **Personal Details** to manage your user-specific settings.

This includes your preferred **time zone**.

<figure><img src="/files/opwjYairRONKVmNyixBt" alt=""><figcaption></figcaption></figure>

### Change your time zone

1. Go to **Settings → Personal Details**.
2. Find **My Timezone**
3. Select your preferred timezone
4. Click on **Save Changes**


# Tax Groups

Set up reusable tax groups for order invoices to speed up the process.

Go to **Settings → Business → Tax**.

<figure><img src="/files/Z8WiAhG1oDCac4QRyOFE" alt=""><figcaption></figcaption></figure>

### What tax groups do

Tax groups let you define invoice tax rules with multiple tax rate slabs once, then reuse them when creating or editing invoices.

{% hint style="info" %}
To apply a single tax rate to an invoice, retain only one tax rate in the group.
{% endhint %}

Each tax group includes:

* **Name**
* One or more tax lines (**label + percentage**)
* Optional **Tax ID**
* **Default** flag

<figure><img src="/files/Z7HlS0Gh8XkyfKSiUq47" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Tax group names are only for internal purposes and do not appear on customer invoices.
{% endhint %}

### Manage tax groups

You can:

* Add a new tax group
* Edit an existing tax group
* Set a default tax group
* Delete a tax group

{% hint style="info" %}
Deleting a tax group does not change existing invoices that already used it.
{% endhint %}

### How invoices use tax groups

* New draft invoices start with your default tax group (if configured).
* In draft invoices, you can change tax group or remove tax.
* Final totals are recalculated when tax settings change.


# Payments

Set up Fotello Payments so customers can pay inside your workflow.

### Set up payments

Fotello is partnered with Stripe to help you securely receive payments from your customers.

{% stepper %}
{% step %}
**Open Stripe**

Go to **Apps → Stripe**
{% endstep %}

{% step %}
**Click Connect**

Click on the connect button on top right. This opens the Stripe onboarding flow.

<figure><img src="/files/U3QkHDK8eAKGpUMnUIwC" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Click Add information**

A pop-up window opens.

Connect your existing Stripe account or create a new one.

<figure><img src="/files/hbQpnLj9NXu83YG2tpS3" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Complete onboarding**

Add your payout destination or bank account in Stripe.

Once you have completed all the steps, you will see the onboarding success message.
{% endstep %}
{% endstepper %}

After setup manage your Stripe account, payments, payouts, and tax settings.

### After setup

Stripe includes these tabs:

* **Onboarding** — Complete or review payment setup.
* **Account** — View or update your Stripe account details.
* **Transactions** — Review customer payments.
* **Payouts** — Review payouts to your bank account.
* **Tax** — Manage tax settings in Stripe.

#### Account settings

To log into your Stripe account, click the "Account" tab, then select the "Sign in" button. A pop-up window will appear where you can view or update your account details.

#### Transactions and payouts

Use the **Transactions** and **Payouts** tabs to review online payments, payout timing, and export payment activity.

See [Transactions & Payouts](/payments/transactions-and-payouts).

#### Tax collection

Use the **Tax** tab if you collect tax through Stripe and need to manage registrations, tax address, or product tax code.

See [Tax Collection](/payments/tax-collection).

#### Order invoices

Use order invoices when you want to bill per order with draft/open/paid/void states and a hosted payment link.

Use this flow to create the payment link your customer uses when you are ready to collect payment.

See [Order Invoices](/payments/order-invoices).


# Order Invoices

Use order invoices to bill customers per order, share a hosted payment link, collect online payments, and record offline payments in one place.

Go to a listing, open the **Orders** tab, and use the **Invoices** section on the order card.

### Invoice workflow

1. Click the **+** next to **Invoices** on the order card to open the draft invoice.
2. Review or edit the draft invoice details, line items, fees, discounts, tax group, memo, due date, and issued date.
3. Finalize the invoice to generate the invoice number and move it to **Open**.
4. Share the invoice by copying the hosted link or sending the invoice email.
5. The customer either pays online through Stripe Checkout or you record an offline payment.
6. If you record an offline payment, select the payment method used.
7. The invoice is marked **Paid** after a successful online payment or a recorded offline payment.
8. Paid invoices show the paid status, receipt link, and payment method.

### Statuses

* **Draft**: editable
* **Open**: shareable and payable
* **Partially Paid**: a deposit or partial payment has been recorded, with a remaining balance still due
* **Paid**: locked, with payment details, receipt link, and payment method
* **Void**: closed and not payable

{% hint style="info" %}
Only one **Open** invoice is allowed per order at a time.
{% endhint %}

### What you can edit

* **Draft**: line items, fees, tax, discount, memo, due date, issued date
* **Open**: memo and due date
* **Paid / Void**: read-only

### Discounts

You can discount a draft invoice in two ways:

* **Invoice-level** — Click **Add discount** to apply a coupon or a custom percentage/fixed amount across the invoice.
* **Line-item** — Click the **⋯** menu on any line item and choose **Add discount** to discount that product individually.

Learn more: [Coupons & Discounts](/products/coupons)

{% hint style="info" %}
If a coupon was applied during booking, the discount carries over automatically when the invoice is created from that order.
{% endhint %}

### Fees

On a draft invoice, click **Add fee** to add extra charges.

You can add:

* **Travel Fee** from [Travel Fee](/products/travel-fee)
* any saved **Custom Fee** from [Custom Fee](/products/custom-fee)

If a custom fee is marked as **Default fee**, it may already be included when the invoice is created from the order. You can keep it, remove it, or add more fees before finalizing.

* **Fixed fees** can be edited directly on the draft invoice.
* **Percentage fees** recalculate automatically when you change line items or discounts.

### Hosted invoice page

Each open or paid invoice has a hosted URL that can be shared with customers.

The hosted page supports:

* **Pay now** (for open and partially paid invoices)
* **Balance due + payment history** (for partially paid invoices)
* **Paid status + receipt link** (for paid invoices)
* **Recorded payment method**
* **Print-friendly invoice view**
* **White-label/custom domain behavior** matching your customer portal setup

### Deposits and remaining balances

When an order form collects a [deposit at booking](/orders/order-settings), Fotello records the deposit as a payment and moves the invoice to **Partially Paid**. The invoice keeps a **Balance due** for the rest of the order total.

To collect the remaining balance:

* **Share the hosted link** — The customer sees the payments already made, the balance due, and a **Pay** button for the remaining amount.
* **Record a payment** — Open the invoice from the **Orders** tab and record the remaining balance as an offline payment.

Once the balance is settled, the invoice moves to **Paid**.

### Bulk invoice payment

Bulk invoice payment, also called **Brokerage Payments** or **Batch Payment**, lets an agent pay multiple open invoices in one checkout. It is designed for brokerages where one admin pays for several agents' shoots.

Pay all your open invoices in one checkout from your **Invoices** dashboard.

### Who can use bulk invoice payment

Bulk invoice payment is available to photographer customers, including agent and brokerage accounts. Open [Dashboard → Invoices](https://app.fotello.co/dashboard/invoices) to pay invoices.

* **Customer Team Admins** can pay any invoice for their team, including their own.
* **Team Members** can pay only their own invoices.
* **Photographers** cannot bulk pay from their Invoices page. They manage and export invoices there instead.

### Pay invoices in one checkout

1. Open **Dashboard → Invoices**.
2. Select **Open** or **Partially Paid** invoices with the checkboxes.
3. On your first visit, Fotello automatically selects up to 100 eligible, same-currency open invoices.
4. Click **Pay**.
5. Review each invoice's number, listing, team member, due date, balance due, and total.
6. Confirm the payment.

Fotello sends you to one Stripe or Square checkout. The payment provider matches the photographer's default provider.

After a successful payment, Fotello returns you to the Invoices dashboard and shows: **Payment received. Your invoices will update shortly.**

### Rules and limits

* You can pay up to **100 invoices** per checkout.
* Every selected invoice must use the same currency.
* Partially paid invoices charge only the remaining balance due.
* If any selected invoice includes its own tax, automatic tax is disabled for that checkout.

{% hint style="info" %}
The photographer must connect Stripe or Square before agents can pay online. Otherwise, the dashboard shows **Online payment unavailable** with the photographer's contact information.
{% endhint %}

### After payment

Each selected invoice is marked **Paid** after the payment completes. Linked orders may also auto-accept.

Fotello sends payment emails to:

* the payer, with their receipt
* the photographer or account owner
* assigned team members whose invoices were paid
* customer-team billing admins

Due-date reminders also link agents to the **Invoices** dashboard, where they can pay invoices in bulk.

### Batch Payment setting

Photographers can find **Allow Batch Payment** under **Customer Team → Payment terms**.

This toggle currently saves only in the browser. It does not block the agent bulk-payment flow.

### Record payment method

When you record an offline payment, select the payment method used on the invoice.

Available offline payment methods:

* **Cash**
* **Check**
* **Bank Transfer**
* **PayPal**
* **Square**
* **Other**

Online payments are labeled **Paid online** automatically.

Once an invoice is paid, the recorded payment method appears on:

* the paid invoice in Fotello
* the hosted invoice view shared with customers or realtors

<figure><img src="/files/yElHmbMTmiGpH37iNve7" alt=""><figcaption><p>Select a payment method when recording an offline payment.</p></figcaption></figure>

<div><figure><img src="/files/NsmnUL0N0KJnTB4vCJXh" alt=""><figcaption><p>Paid invoices in Fotello show the recorded payment method.</p></figcaption></figure> <figure><img src="/files/ZUkTYsciVs8CvfapNJUN" alt=""><figcaption><p>The hosted invoice view shows the payment method for customers and realtors.</p></figcaption></figure></div>

### Collect a cash payment

Use an invoice to share the amount due. Then record cash after you receive it.

1. Open the invoice and click **Send Email** to send the customer the invoice link.
2. Collect the cash payment outside Fotello.
3. Record the payment on the invoice and select **Cash** as the offline payment method.

The invoice changes to **Paid** and shows **Cash** as the payment method.

### Reverse a recorded payment

If you recorded an offline payment by mistake, you can undo it and move the invoice back to **Open** so it becomes collectable again.

1. Open the paid invoice from the **Orders** tab.
2. Click the **⋯** menu on the invoice.
3. Choose **Reverse payment**.
4. In the confirmation dialog, click **Reverse payment** to remove the recorded payment.

The invoice returns to **Open**, and you can share it again or record the correct payment.

{% hint style="info" %}
Only manually recorded (offline) payments can be reversed. Payments made online through Stripe are not reversible from here.
{% endhint %}

### Change a listing address with an open invoice

If you change a listing's address after an invoice has been finalized, the address on that open invoice no longer matches the property. When you save the new address, Fotello asks whether to update the invoice to match.

1. Open the listing and go to the **Info** tab.
2. Edit the address fields, then click **Save**.
3. If the order already has an open invoice, the **Void Existing Invoice** dialog appears.
4. Click **Void & Create New** to void the open invoice and create a new one with the updated address.
5. Click **Cancel** to keep the current invoice as-is.

The new invoice starts as a **Draft**, so you can review the line items, fees, discounts, and dates before finalizing and sharing it again.

{% hint style="info" %}
This only applies to **Open** invoices. Paid invoices are never voided, and draft invoices already pick up the latest address when you finalize them.
{% endhint %}

### Change an order's products with an open invoice

If you add or remove products on an order after its invoice has been finalized, the invoice no longer matches the order. When you change the products, Fotello keeps the invoice in sync for you.

1. Open the listing and go to the **Orders** tab.
2. Edit the products on the order card.
3. If the order already has an open invoice, the **Void Finalized Invoice** dialog appears.
4. Click **Void & Create New** to void the current invoice and create a new draft with the updated products.
5. Click **Keep Invoice** to leave the current invoice as-is.

The new invoice starts as a **Draft**, so you can review the line items, fees, discounts, and dates before finalizing and sharing it again.

{% hint style="info" %}
If the order already has a paid invoice, Fotello creates a new draft that restates the full order total, including items already paid. Review it before finalizing so you don't bill twice.
{% endhint %}

### Sending invoice emails

From the invoice detail page, click **Send Email** on an open invoice to send the hosted invoice link to your customer.

#### Customize the invoice email

Go to **Settings → Emails → Customer email** and select **Invoice Sent**.

You can edit the subject and message, insert dynamic fields, and preview the email live. Available fields include the client name, invoice number, amount due, and due date.

### Delivery and invoice payments

If you use payment-before-download in delivery, create and finalize an invoice first so customers can pay and unlock downloads.


# Transactions & Payouts

Use this section to audit what your customers paid you using Fotello, what’s pending, and what was paid out to your bank account.

Go to **Apps → Stripe**, then open the **Transactions** or **Payouts** tab.

### Transactions

Open the **Transactions** tab to see every payment that went through your Fotello booking and delivery workflow or use [this link](https://app.fotello.co/dashboard/settings/earnings/transactions).

You can use the diverse filter options to quickly narrow your results by:

* **Amount**
* **Date**
* **Status**
* **Payment method**

<figure><img src="/files/j2iTl3Ht4TiYsiiyXBCR" alt=""><figcaption></figcaption></figure>

### Payouts

Open the **Payouts tab** to see all your payments processed by Stripe to your bank account.

At the top of the page, you’ll see:

* **Total balance**
* **Available to pay out**
* **Next scheduled payout date**

In the payouts list, you can review each payout’s:

* **Status**
* **Destination** (bank account)
* **Amount**

<figure><img src="/files/JYcNznX1lUBignPHkEzC" alt=""><figcaption></figcaption></figure>

#### See payout details

Click **See details** (top right) to open a pop-up with key balance info.

This includes upcoming payouts and your current balance breakdown.

<figure><img src="/files/XJvzCV7z1G65iS6LVC9R" alt=""><figcaption></figcaption></figure>

#### Export

Click **Export** button on the Transactions tab to download the full transactions list as a spreadsheet. Use this for reporting, reconciliation, or deeper analysis.

On the Payouts tab, if you click **Export,** you will be able to download the payouts list in a sheet format using the same method as above.

<figure><img src="/files/uVYEi1SFpsk2M2W9OA6O" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Use **Manage in Stripe** to update payout settings or bank details.

To update the card billed for your Fotello account, see [Pay as you go](/billing/pay-as-you-go).
{% endhint %}


# Tax Collection

Follow the steps on this page to enable tax rate automation in Stripe if your business operates in multiple jurisdictions with varying tax rates. Otherwise, see the [Tax Groups](/business-details/tax-groups) in your business details settings for invoice-specific tax groups.

Go to **Apps → Stripe → Tax** to configure your Stripe tax rates.

{% hint style="warning" %}
Tax rules vary by location and product type.

Confirm your registrations and tax setup with your accountant or local authority.
{% endhint %}

### What you can do here

* Review your tax settings at a glance
* Set your **tax address**
* Set a default **product tax code**
* Add **local tax registrations** so taxes are collected where you’re registered

You’ll see your current tax setup and any registrations you’ve added using the same pathway.

{% hint style="info" %}
For advanced tax settings, use **Manage in Stripe** in the top right.
{% endhint %}

### Add or update your tax details

The Tax tab is split into a few sections.

Each section has an **Edit** button on the right.

Some rows can be expanded. Click the caret (arrow) to view the details you’ve already filled out.

#### Tax address

Your **tax address** is used as the reference address for tax calculations.

1. Find **Tax address**.
2. Click **Edit**.
3. Enter your address details and save.

#### Product tax code

Your **product tax code** tells Stripe what you sell.

It affects how tax is calculated for customer payments.

1. Find **Product tax code**.
2. Click **Edit**.
3. Choose the code that matches your business and location.

### Add local tax registrations

Add a registration for every location where you’re required to collect tax.

You can add multiple registrations.

#### Add a registration

1. In **All registrations**, click **Add** (or **Add registration**).
2. In the pop-up:
   1. Select your **country**
   2. Select the **registration** that applies to you (for example, a province/state tax)

<figure><img src="/files/E5GZ5Cer4QnCoI2kf2Nu" alt=""><figcaption></figcaption></figure>

3. Click **Add registration** to save.

Once saved, you’ll see the registration in your list with its status and start date.

{% hint style="info" %}
Need to reconcile what was collected?

Use [Transactions & Payouts](/payments/transactions-and-payouts) to export payment data.
{% endhint %}


# Availability Set Up

When your customers want to book you, they can see your available slots based on the **team’s** **combined working hours.** This includes:

* **Business Hours** that define the broader team working hours or the default settings.
* **My Availability** tab lets each teammate set their personal schedule and override that default.

### Business Hours

Use Business Hours to set the team-wide default weekly schedule.

<figure><img src="/files/WY0d9QpqFernzurWaMns" alt="Business Hours weekly schedule with copy-to-days flow"><figcaption></figcaption></figure>

{% stepper %}
{% step %}

#### Open Business Hours

Go to **Settings → Business → Business Hours** or use [this link](https://app.fotello.co/dashboard/settings/business/hours).
{% endstep %}

{% step %}

#### Set your slots

Add the time ranges you want your team to accept bookings.

Add different slots by clicking the **+** next to a slot. Fotello gives you 15-minute time ranges automatically when you click the + button. To edit, just click on the timings. To delete the slots, click on the bin icon on the right of the slot.
{% endstep %}

{% step %}

#### Copy to multiple days

If your timings repeat over multiple days, you just need to set them once, then click the copy button <img src="/files/5bOebsCjDjwybw7cXoSI" alt="" data-size="line">.

Choose the days to copy to, then click **Apply**.
{% endstep %}

{% step %}

#### Save

Click **Save Changes** to update your team's default hours.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Business Time Zone: Your selected time zone shows on the right. Hover over it and click to go to the [Business Details](/business-details/branding#business-details) page. Change your preferred time zone there.
{% endhint %}

### My Availability

Use My Availability to set your personal weekly schedule. This overrides the Business Hours of your team and your availability will show up accordingly when customers want to book you.

<figure><img src="/files/QV78J7xmdUu1ft9aTLg6" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}

#### Open My Availability

Go to **Studio Manager → Availability → My Availability** or use [this link](https://app.fotello.co/dashboard/availability/my-availability).
{% endstep %}

{% step %}

#### Set your slots

Add the slots you’re available for bookings on a particular day and copy over to the other days (same flow as Business Hours). To finalize, click on the Apply button.
{% endstep %}

{% step %}

#### Save

Click **Save Changes** to update your personal schedule.
{% endstep %}

{% step %}

#### Reset to default (optional)

Click **Reset to default** on the bottom right to turn off your personal availability. Your schedule will match **Business Hours** again.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Personal Time Zone: You can hover over your selected time zone and click on the [Personal Details](/business-details/personal-details) page to update your personal time zone. The changes affect how hours display and how booking slots are interpreted.
{% endhint %}

### Date overrides

Use **Date overrides** to set different hours for specific dates without changing your weekly schedule. This is handy for holidays, days off, or one-off dates when you work unusual hours.

Date overrides appear next to your weekly hours on both **Business Hours** and **My Availability**.

{% stepper %}
{% step %}

#### Add an override

In the **Date overrides** section, click **Add an override**.
{% endstep %}

{% step %}

#### Pick the dates

Choose one or more dates from the calendar. You can apply the same override to several dates at once.
{% endstep %}

{% step %}

#### Set the hours

Choose one:

* Turn on **Mark unavailable (All day)** to block the whole day for bookings.
* Leave it off and set the time ranges you're available on those dates.
  {% endstep %}

{% step %}

#### Save

Click **Add override** to save. Your overrides appear in a list where you can edit or delete each one later.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Date overrides only change the dates you choose. Your weekly hours stay the same for every other day.
{% endhint %}


# Calendar Integration

Fotello makes it easy to track your personal appointments by integrating with your Google Calendar. It automatically reads **busy** slots to avoid double-booking so customers won’t see those slots during booking.

Once a booking is confirmed, the appointment is pushed to your connected Google Calendar automatically.

{% hint style="info" %}
When **AI Smart Buffer** is on, Fotello also factors in the drive time to and from your calendar appointments that have a location — so customers only see slots that leave you enough time to travel. See [Scheduling Settings](/availability-and-scheduling/scheduling-settings).
{% endhint %}

### Connect your Google Calendar

{% stepper %}
{% step %}

#### Open Calendar Integration

Go to **Studio Manager → Availability → Calendar** or use [this link](https://app.fotello.co/dashboard/availability/calendars).

<figure><img src="/files/rua1FBGdv17JmodTFIEf" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Connect

Click **Connect** and you will see a pop-up window with sign-in instructions.

Sign in to your Google account and approve access.
{% endstep %}

{% step %}

#### Disconnect or change calendars

You can remove your calendar at any time by clicking the Disconnect button, then connect a different calendar if you want to switch.
{% endstep %}
{% endstepper %}

<div data-full-width="true"><figure><img src="/files/5M0Oesf66ERLiWIbrjsg" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
If your busy slots don't show up on the Order Form as expected, try clicking **Reconnect**. This will fix any expired or broken connections.
{% endhint %}

### Choose which calendars to use

After connecting, the **Choose your calendars** window appears. Use it to select where bookings go and which calendars block availability.

You can change these settings later. Go to **Studio Manager → Apps → Google Calendar → Settings**.

#### Add bookings to

Choose the calendar where Fotello creates an event for each confirmed booking. Only calendars where you can create events appear.

#### Check these calendars for conflicts

Choose calendars whose busy times should block your availability. You can select more than one calendar.

### See your bookings in Apple Calendar or Outlook

Prefer Apple Calendar or Microsoft Outlook? You can view your Fotello bookings there too. Because your confirmed bookings already sync to your Google Calendar, you can bring that same calendar into Apple Calendar or Outlook and keep everything in one place.

{% hint style="info" %}
Connect your Google Calendar first (see above). Apple Calendar and Outlook show your bookings through your connected Google Calendar.
{% endhint %}

{% stepper %}
{% step %}

#### Open the Apps page

Go to **Studio Manager → Apps**. Under **Scheduling**, you'll see **Google Calendar**, **Apple Calendar**, and **Outlook Calendar**.

<figure><img src="/files/5o0jIIQYbJTmLUvoZc5l" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Pick Apple Calendar or Outlook Calendar

Open the app you want and click **Connect**. Fotello opens a short guide with the steps to follow.

<figure><img src="/files/7dMbfc1DYOtu3EG7mddM" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Follow the guide

Add your Google account to Apple Calendar or Outlook, then choose which calendars to show. The guide links straight to the setup steps for your iPhone, iPad, Mac, or Outlook.
{% endstep %}
{% endstepper %}

Once it's set up, your bookings appear in Apple Calendar or Outlook, and any reschedules or cancellations update the matching event automatically.


# Service Area

Service Areas control **where** customers can book you or your team members.

If you don’t add a service area, booking is available for **all locations**.

<figure><img src="/files/ImRkDVKFs53BkPLoTGu5" alt=""><figcaption></figcaption></figure>

### Add a service area

{% stepper %}
{% step %}

#### Open Service Area

Go to **Studio Manager → Availability → Service Area** or use [this link](https://app.fotello.co/dashboard/availability/service-area).
{% endstep %}

{% step %}

#### Click **Add Service Area**

This opens the service area panel.
{% endstep %}

{% step %}

#### Choose an area type

Pick how you want to define the area using the **Type** dropdown:

<figure><img src="/files/MeJ0BB79jdDXPOy7Ezev" alt=""><figcaption></figcaption></figure>

* **Radius** — a circle around one location. Everything within the distance you set is covered. Best for quick, even coverage.

<figure><img src="/files/5IfTxypQ2sLD98IrEXdI" alt=""><figcaption></figcaption></figure>

* **Geofence** — a custom shape you draw yourself. Trace exact neighborhoods, city limits, or any irregular area you serve.

<figure><img src="/files/KPe9kg47FiPCEmiG0I70" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Set your area

**If you chose Radius:** search for your city in the search bar to set the home base location, then set the distance you want to cover by moving the radius slider.

**If you chose Geofence:** search a location to jump the map there, then click on the map to drop points around the area you serve. Press **Enter** or double-click to close the shape. Drag any point to fine-tune the outline, or use **Reset** to start over.
{% endstep %}

{% step %}

#### Assign team members

Assign one or more team members to that service area by selecting the relevant ones from the dropdown.
{% endstep %}

{% step %}

#### Save

Click **Add** to save that service area. You can create multiple service areas if your team members operate in different locations.
{% endstep %}
{% endstepper %}


# Scheduling Settings

Scheduling Settings are the guardrails around your schedule. Customers will only see time slots that fit within these rules.

Go to **Availability → Settings.**

<figure><img src="/files/kfUtet5kGzAvwhFtghg9" alt=""><figcaption></figcaption></figure>

#### Minimum Buffer time (in minutes)

Use this to build in extra time **between accepted orders**. The default is set to 30 minutes but you can change it to fit your needs.

Use this for travel time, minor clean-up, gear prep, parking, and wrap-up.

#### AI Smart Buffer

When you accept a new order, Smart Buffer checks the live drive time from your current location to the next shoot. If it's longer than your Minimum Buffer Time, we automatically push your start time back - snapping to the nearest 15-minute interval - to give you breathing room.

Example: If you set 30 minutes and it's a 15-minute drive to your next shoot, Smart Buffer keeps the 30-minute gap. But if it's a 50-minute drive, Smart Buffer automatically gives you 60 minutes instead—no manual tweaking needed.

Smart Buffer also looks at your connected Google Calendar. When one of your calendar appointments has a location, Fotello factors in the live drive time to and from it — just like it does between shoots — so the slots your customers can book always leave you enough time to get there and back.

To connect a calendar, see [Calendar Integration](/availability-and-scheduling/calendar-integration).

#### Minimum notice

This is the minimum lead time required before your customer can book.

Example: `4 hours` means customers can’t book anything starting in the next 4 hours.

#### Maximum notice: Limit future bookings

This setting limits how far into the future customers can see and book slots.

Example: `30 days` means customers can book up to 30 days ahead. The maximum allowed limit is 90 days.

Click **Save** to lock in your changes.

{% hint style="info" %}
These settings apply to both **Exact time** and **Time of day** booking modes. When using time-of-day windows, buffer time and minimum notice still apply — Fotello uses them to determine which slots exist inside each window. To switch between exact time and time-of-day windows, see [Order Settings](/orders/order-settings).
{% endhint %}


# Rescheduling

### Update a pending order

When a customer books through your [Order Form](/orders/order-form), Fotello creates a pending order in your Orders Dashboard.

If the requested slot doesn’t work, you can reschedule it before accepting by following these steps:

{% stepper %}
{% step %}
**Open the pending order**

Click on the **Orders page** in the left navigation panel.

Open the relevant order with status **Pending**.
{% endstep %}

{% step %}
**Reschedule the appointment**

On the order details page, find **Appointments** at the bottom.

Click the **⋯** (three dots) next to the appointment date/time.

<figure><img src="/files/euGcCIcLTKt2smagDTKP" alt=""><figcaption></figcaption></figure>

Choose **Reschedule**, then pick a new slot.

<figure><img src="/files/tV6aUgfJu2ReEG187XAU" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Review and accept**

Confirm the appointment, products, and all other order details.

Accept the order when everything looks correct.

Accepting creates a **listing** for that order.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
If **Auto-accept orders** is enabled in [Order Settings](/orders/order-settings), orders may be accepted automatically.
{% endhint %}

### Update an accepted order

Once an order is accepted, it’s automatically assigned to a team member based on their availability.

You’ll see the assignee’s name next to the appointment date/time on the order details page.

<figure><img src="/files/dphO9Fbg7LDcDQm4NOrJ" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
**Open the order**

Open the listing, then go to the **Orders** tab on the right.

Open the order you want to change.
{% endstep %}

{% step %}
**Reschedule or reassign**

Under **Appointments**, click the **⋯** menu next to the appointment.

Choose **Reschedule** to pick a new time slot or add another time slot. You can also **Reassign** the order a different teammate or multiple teammates.

Once everything looks right, save your changes.
{% endstep %}

{% step %}
**Choose who to notify**

When you save, a confirmation dialog asks whether to send update emails. Choose whether to **Notify customer** and **Notify team member(s)**, then confirm.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Need the full walkthroughs?

* [Reassign Team Members](/availability-and-scheduling/reassign-team-members)
* [Cancel Appointment](/availability-and-scheduling/cancel-appointment)
  {% endhint %}


# Reassign Team Members

Reassigning lets you change which teammate(s) are assigned to an appointment — without changing the appointment time.

This is useful when someone is unavailable, when coverage changes, or when you need multiple people assigned to the same shoot.

{% hint style="info" %}
Only **Owners** and **Admins** can reassign appointments.
{% endhint %}

### Reassign an appointment

{% stepper %}
{% step %}
**Open the order**

Open the listing, then go to the **Orders** tab on the right.

Open the order you want to change.
{% endstep %}

{% step %}
**Open the appointment menu**

Under **Appointments**, click the **⋯** menu next to the appointment.
{% endstep %}

{% step %}
**Click Reassign**

Choose **Reassign**.
{% endstep %}

{% step %}
**Select team members**

In the **Reassign team members** dialog:

* Search and select one or more team members.
* A **green dot** means the member has availability at that time.
* A **red dot** means the member is not available at that time.
  {% endstep %}

{% step %}
**Confirm**

Click **Confirm** to save your changes.
{% endstep %}
{% endstepper %}

### Notes & common cases

* You must assign **at least one** team member.
* Reassign supports **multiple** assignees on the same appointment.
* **Admin** team members don’t appear as assignees.
* You can still assign someone with a **red dot** (manual override), but it may cause a conflict.
* If you have [Calendar Integration](/availability-and-scheduling/calendar-integration) connected, Fotello updates calendar events for the new assignees automatically.

{% hint style="info" %}
If a teammate doesn’t appear in the list, they may not be eligible for scheduling or may not be serviceable for that appointment/location.
{% endhint %}


# Cancel Appointment

Cancel an appointment when it’s no longer happening. This only cancels the **appointment** — it does not cancel the **order**.

{% hint style="info" %}
Only **Owners** and **Admins** can cancel appointments.
{% endhint %}

{% hint style="warning" %}
Canceling an appointment cannot be undone.

If you still need the shoot, create a new appointment after canceling.
{% endhint %}

### Cancel an appointment (accepted order)

Use this when the order is already accepted and you need to remove a scheduled time.

{% stepper %}
{% step %}
**Open the order**

Open the listing, then go to the **Orders** tab on the top right.

Open the order you want to change.
{% endstep %}

{% step %}
**Open the appointment menu**

Under **Appointments**, click the **⋯** menu next to the appointment.

<figure><img src="/files/ggedUCeL7ErJWYeXmzWn" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Cancel**

Click **Cancel**.
{% endstep %}

{% step %}
**Confirm and choose who to notify**

In the confirmation dialog, choose whether to **Notify customer** and **Notify team member(s)** by email. Both are selected by default.

<figure><img src="/files/nCsRRJxfSV075DglLeqq" alt=""><figcaption></figcaption></figure>

Click **Cancel appointment** to proceed, or **Cancel** to back out.
{% endstep %}
{% endstepper %}

### What happens after you cancel

* The appointment is removed from your active appointments list.
* You can still create a new appointment for the same order at any time.
* If you have [Calendar Integration](/availability-and-scheduling/calendar-integration) connected, Fotello removes the appointment from the assigned team member’s calendar.

{% hint style="info" %}
You can only cancel **active** appointments. Canceled or rescheduled appointments won’t show up in the active list.
{% endhint %}

### Remove an appointment before accepting (pending order)

If you’re reviewing a **Pending** order and want to remove a requested appointment (instead of rescheduling it), you can cancel/remove the appointment before accepting the order.

{% hint style="info" %}
Pending-order appointment changes are applied when you accept the order.
{% endhint %}

{% stepper %}
{% step %}
**Open the pending order**

Go to **Orders**, then open the order with status **Pending**.
{% endstep %}

{% step %}
**Open the appointment menu**

Under **Appointments**, click the **⋯** menu next to the appointment.
{% endstep %}

{% step %}
**Cancel**

Click **Cancel**, then confirm the removal.
{% endstep %}
{% endstepper %}


# Mileage Report

Track driving distance between shoots for expenses and taxes.

The Mileage Report tracks driving between shoots. Use it for expenses and tax records.

Open **Reports** in the left navigation. Then select the **Mileage** tab.

### Choose a trip view

Use the tabs at the top to switch between views:

* **Detailed** — Each trip, including its date, addresses, and distance.
* **Daily** — One row per day, with trip count and total distance.
* **Monthly** — One row per month, with trip count and total distance.

The total distance for the current view appears on the right.

### Filter the report

Use these filters to narrow the results:

* **Date range** — The default range is the last four weeks. Choose any range up to one year.
* **Team member** — Managers can select a member or **All team members**. Other users see only their own trips.

### Review trip details

The **Detailed** view shows each trip's start and end address. Trips include travel from your home base. They also include travel between scheduled-shoot addresses.

Click the icon beside an address to open its order. You can also change your home base there.

Distances use your business distance unit. Choose miles or kilometers in **Settings → Business**.

{% hint style="info" %}
Only appointments with an order or listing address appear. Add the address to count a missing trip.
{% endhint %}

### Export the report

Click **Export** to download the current view as a CSV file. Share it with your accountant or attach it to expense records.


# Teams

We want every photographer to scale their business. As you grow, Fotello makes it simple to invite teammates, keep work organized, and control exactly who can do what. Everyone gets the access they need. Your business stays secure.

### Why use Teams <a href="#h_0ce5d048f3" id="h_0ce5d048f3"></a>

* Right access, right person: Each teammate has their own login and only sees what matters to them.
* Shared creative standards: Style Profiles, TVs, Fireplaces, Pins, and other shared assets are available to the whole team so your look stays consistent, no matter who uploads.

### Roles and permissions <a href="#h_eb028be44f" id="h_eb028be44f"></a>

Every account has one Owner. You can then add Admins and Photographers. To learn about different roles and permissions, see [Roles & Permissions](/teams/roles-and-permissions)

### Manage teammates <a href="#h_92de413ef7" id="h_92de413ef7"></a>

Only the **Owner** can invite teammates and manage access.

Open **Settings → Manage team**.

{% hint style="info" %}
Page link: <https://app.fotello.co/dashboard/settings/teams/members>
{% endhint %}

You’ll use two tabs:

* **Members**: people who already have access.
* **Invitations**: pending or expired invites.

<details>

<summary>Add a teammate</summary>

1. Go to **Settings → Manage team**.
2. Click **Invite**.
3. Enter your teammate’s email.
4. Pick a role. See [Roles & Permissions](/teams/roles-and-permissions).
5. Send the invite.

<figure><img src="/files/QlI9sC3LmnOApp1LJJoe" alt="" width="563"><figcaption></figcaption></figure>

Track delivery and acceptance in the **Invitations** tab. Invitations expire after 30 days.

</details>

<details>

<summary>Resend invitation</summary>

Use this if the invite expired.

1. Go to the **Invitations** tab.
2. Find the invite.
3. Under **Actions**, click **Resend invitation**.

<figure><img src="/files/c2uQ8tUbwoUbvKXZc998" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Change a teammate’s role</summary>

1. Open the **Members** tab.
2. Find the teammate in the list.
3. Click the **Actions** menu (•••).
4. Click **Change Role**.
5. Choose the new role.

<figure><img src="/files/re6n5eFRMMzxE2HGqhuB" alt="Actions menu on the Members tab showing Change Role and Remove Teammate"><figcaption></figcaption></figure>

</details>

<details>

<summary>Remove teammate access</summary>

1. Go to the **Members** tab.
2. Find the teammate.
3. Click the **Actions** menu (•••).
4. Click **Remove Teammate**.

<figure><img src="/files/gSrwLCDYeReMrhjZWRGs" alt="Actions menu on the Members tab showing Change Role and Remove Teammate"><figcaption></figcaption></figure>

The teammate’s row will grey out and their status will change to **Removed**.

</details>

<details>

<summary>Restore teammate access</summary>

Use this when you removed someone earlier and want to re-enable access.

1. Go to the **Members** tab.
2. Find the teammate with **Removed** status (greyed out row).
3. Click the **Actions** menu (•••).
4. Click **Restore Teammate**.

<figure><img src="/files/vkw4NqO1UJ2FwnHUM3sn" alt="restore teammate access"><figcaption></figcaption></figure>

</details>

### Final word <a href="#h_bc934e7f7f" id="h_bc934e7f7f"></a>

Teams in Fotello are built to scale with you. Clear roles protect your business, shared assets protect your look, and everyone can focus on doing their best work. If you are unsure which role to use, start with Photographer and move up only when needed. We are always here to help you set it up right.


# Roles & Permissions

Every account has one Owner. Owners can add Admins and Photographers.

### At a glance

* **Owner** — Full access to all team resources, billing, and account administration.
* **Admin** — Nearly full operations access. Some creation is limited to their own resources.
* **Photographer** — Access to their own work and assigned shoots. No financial or business administration access.

### Permission scopes

Permissions use these scopes:

* **Any** — All team resources.
* **Owned** — Resources the team member created.
* **Assigned** — Listings and schedule items assigned to the team member.

### Quick permission matrix

| Action                                                                | Owner | Admin         | Photographer             |
| --------------------------------------------------------------------- | ----- | ------------- | ------------------------ |
| View and edit team listings, photos, videos, and variants             | Any   | Any           | Owned                    |
| Create listings, uploads, enhances, assets, masks, audio, and presets | Any   | Owned         | Owned                    |
| Create videos                                                         | Any   | Owned         | Assigned                 |
| View videos                                                           | Any   | Any           | Owned                    |
| View and edit orders                                                  | Any   | Any           | Owned                    |
| View order prices                                                     | Any   | Any           | ✘                        |
| Create, view, and void invoices                                       | ✔︎    | ✔︎            | ✘                        |
| Manage customers and customer teams                                   | ✔︎    | ✔︎            | View customer teams only |
| Manage the full schedule and team availability                        | ✔︎    | ✔︎            | ✘                        |
| View scheduled shoots                                                 | Any   | Any           | Assigned                 |
| Manage own availability and home base                                 | ✔︎    | ✔︎            | ✔︎                       |
| Manage business and Studio Manager settings                           | ✔︎    | Most settings | ✘                        |
| Manage custom domains                                                 | ✔︎    | View only     | View only                |
| Set up merchant accounts or payments                                  | ✔︎    | ✘             | ✘                        |
| Change plan or billing subscription                                   | ✔︎    | ✘             | ✘                        |
| Manage team members, roles, and security                              | ✔︎    | ✘             | ✘                        |
| Access referrals, storage settings, and API keys                      | ✔︎    | ✘             | ✘                        |

### Listings and media

#### Owner and Admin

Owners and Admins can view and edit any team listing, photo, video, and variant.

Admins create new listings, uploads, enhances, assets, masks, audio, and presets with an **Owned** scope. They can still view and edit those resources across the team.

#### Photographer

Photographers can create and work with listings, photos, enhances, and variants they own.

They can create videos on listings assigned to them. They can view videos on listings they own.

### Orders and billing

Owners and Admins can view all team orders and order prices. They can create and edit orders. They also have full invoice access, including creating, viewing, and voiding invoices.

Photographers can access only their own orders. They cannot see prices. They do not have access to the **Invoices** hub.

### Customers and CRM

Owners and Admins have full customer management access. This includes customer teams.

Photographers do not have the **Customers** hub. They can view customer teams, but cannot edit them.

### Scheduling and availability

Owners and Admins can view, create, and edit the full team schedule. They can manage team availability settings.

Photographers can view schedule items for assigned shoots. They can manage their own availability and home base.

Photographers cannot access the team **Service Area** or **Scheduling Settings** tabs. They can connect their own scheduling integrations from the **App Store**.

### Business and Studio Manager setup

#### Owner

Owners can manage all business and Studio Manager settings:

* Business details, branding, website, and custom domains.
* Products, coupons, order forms, and intake questions.
* Merchant fees, payments, Stripe, emails, automations, and integrations.

#### Admin

Admins can manage business details, website settings, products, coupons, order forms, intake questions, fees, emails, and integrations.

Admins can view custom domains, but cannot add, edit, or delete them. They cannot set up a merchant or payment account.

#### Photographer

Photographers can view company details and the custom domain. They cannot access products, coupons, order form administration, payments, emails, or general integrations.

### Owner-only account administration

Only the Owner can:

* Invite team members, resend invitations, change roles, suspend or restore members, and toggle serviceable status.
* Change the plan or billing subscription.
* Manage **Teams & Security** settings and API keys.
* Access the referrals program and storage settings page.

### Choosing a role

Choose **Owner** for the account holder. This role controls billing and the team.

Choose **Admin** for an office or operations manager. Admins can run daily business operations, but cannot change the plan or manage team roles.

Choose **Photographer** for field shooters. They work on their own shoots and assigned calendar items without financial or Studio Manager access.

### Admin and Owner differences

Admins match Owners for orders, invoices, customers, scheduling operations, and most Studio Manager settings.

The main Admin restrictions are billing, team management, custom domains, referrals, and API keys.


# Payroll

Payroll pays your team a share of every job they shoot. Set a flat amount or percentage on any product. Fotello creates a payable task for each assigned team member.

Track what each member is owed and record payouts in one place.

### Turn on Payroll

{% stepper %}
{% step %}

#### Open the Payroll app

In your dashboard, go to **Apps**. Under **Apps by Fotello**, click **Payroll**.
{% endstep %}

{% step %}

#### Connect it

Click **Connect** to turn on Payroll for your team.

Once connected, **Tasks** and **Pay Team** appear in the left sidebar. Products also show a commission field.
{% endstep %}
{% endstepper %}

### Set a commission on a product

Choose which products pay commission and how much.

1. Go to **Products** and open a service, add-on, or package.
2. Find **Pay assigned member** on each pricing option.
3. Choose a flat amount or a percentage. Then enter the value.
4. Save the product.

You can set a different commission for each pricing option. Leave it blank when an option should not pay commission.

Open the Payroll app’s **Settings** tab to review every commissioned product.

### How tasks are created

When a commissioned product is booked, Fotello creates a task automatically:

* The task goes to the team member scheduled for the shoot.
* Commissions split evenly when several members shoot the same job.
* Tasks complete after delivery. They cancel when the order is canceled.

### Tasks on a listing

Open a listing and select the **Tasks** tab to see its commissions. From there, you can:

* Assign or reassign a task.
* Edit a task amount.
* Mark a task done or reopen it.

Click **+** to add a manual task. Add a name, select the order, optionally assign a member, and enter the payout amount.

Use manual tasks for work not tied to a commissioned product.

### Track every task

Select **Tasks** in the left sidebar to see all commissions.

Owners and Admins see all team tasks, including the **Assignee** column. Photographers only see tasks assigned to them.

Each row shows the listing, date, status, and amount. The heading shows unpaid and paid totals.

#### Task statuses

* **Unassigned** — Waiting for a team member.
* **Pending** — Assigned, but work is unfinished.
* **Done** — Work is complete and ready to pay.
* **Paid** — The payout is recorded.
* **Canceled** — The order or product was removed.

### Pay your team

Use **Pay Team** in the left sidebar to record completed payouts.

{% stepper %}
{% step %}

#### Find what is owed

The page opens with tasks ready to pay. **Currently owed** shows the team total.

Use the status, team member, and date-range filters to narrow the list.
{% endstep %}

{% step %}

#### Select the tasks you paid

Select the **Done** tasks you paid. Only completed tasks can be selected.
{% endstep %}

{% step %}

#### Mark them paid

Click **Mark paid**. Confirm the amount and team member.

Fotello records the payout. Pay your team through your usual payment method.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Recording a payout cannot be undone. Paid tasks no longer appear in the amount owed.
{% endhint %}

### Pause Payroll

Click **Disconnect** at the top of the Payroll app to pause it.

**Tasks** and **Pay Team** are hidden for the whole team. Commission rules and existing tasks stay saved. Everything returns when you reconnect.


# View Plan

Use **Current Plan** to confirm what you’re on right now. You’ll see your plan, billing cycle, and remaining listings in one place.

***

### Open your Current Plan

1. In the dashboard, go to **Settings → Plan & Billing → Current Plan**.
2. Or open: <https://app.fotello.co/dashboard/settings/subscription/current-plan>

{% hint style="info" %}
If you can’t see billing pages, you likely don’t have access.

Ask your account Owner to check the plan.
{% endhint %}

***

### What you’ll see on this page

The Current Plan view shows:

* **Plan name** and **price**
* **Billing cycle** (monthly or annual)
* **Listings included** per cycle
* **Rolled over** listings (unused listings carried forward)
* **Remaining** listings for the current cycle
* **Plan start date** and **next billing date**
* A quick list of **plan features**

{% hint style="info" %}
**Remaining listings** is the count that matters day-to-day.

It tells you how many new listings you can still run this cycle.
{% endhint %}


# Change Plan

You can upgrade or downgrade anytime. Upgrades apply immediately. Downgrades apply next billing cycle.

### Before you change anything

Start by checking where you stand right now.

Use [View Plan](/billing/view-plan) to confirm your current plan details.

You’ll want to note:

* **Remaining listings** (what you can still create this cycle)
* **Rolled over listings** (unused listings carried forward)
* Your **next billing date**

When you’re ready to make the change, go to **Settings → Plan & Billing → Change Plan**:

* <https://app.fotello.co/dashboard/settings/subscription/change-plan>

{% hint style="info" %}
If you can’t see billing pages, you likely don’t have access.

Ask your account Owner to make plan changes.
{% endhint %}

{% hint style="info" %}
**On a Partner plan?**

Partner plans have custom pricing and limits, so they’re managed for you by our team. Instead of the plan selector, you’ll see a **Your Partner plan is managed for you** message on the Change Plan page. Click **Chat with us** and we’ll make any changes for you.
{% endhint %}

***

### Upgrade your plan

Upgrading makes sense when you’re running low on listings, or you want more features.

#### Increase your monthly listing commitment

1. In the plan selector, choose a higher listing commitment.
2. Click **Confirm Plan Change** to confirm.

Your upgrade applies right away.

#### Upgrade to Ultimate

1. In the plan selector, choose one of the **Ultimate** plans.
2. Click **Confirm Plan Change** to confirm.

{% hint style="success" %}
Ultimate includes a lot more!

You typically get more included edits, plus included **Twilights** and **Staging**. See what’s included on each plan: <https://www.fotello.co/pricing>
{% endhint %}

#### Switch to yearly billing

Prefer to pay once a year instead of every month? Switch to yearly billing yourself from the plan selector.

1. At the top of the plan selector, find the **Monthly / Yearly** toggle.
2. Click **Yearly**. The toggle shows your yearly savings, such as **-25%**.
3. Pick your tier and listing commitment.
4. Click **Confirm Plan Change** to confirm.

Switching to yearly billing takes effect immediately. You are charged the full yearly amount today.

Already on a yearly plan and want to move back to monthly billing? Message us on chat and we’ll switch you back.

#### What happens when you upgrade

* Your account updates **immediately**.
* If you upgrade to a **higher monthly listing commitment**, your billing cycle resets to the upgrade date.
* If you upgrade to a **higher tier (moving from Essential to Ultimate)** without changing your listing commitment, charges are **prorated** for the remaining days in your current cycle.

***

### Downgrade your plan

Downgrading is useful if you’re in a slow season or your current commitment is higher than you need.

{% hint style="warning" %}
Listings can roll over. If you downgrade, you may reduce your ability to “bank” listings for peak season.
{% endhint %}

#### What happens when you downgrade

* Your new plan starts at the **beginning of your next billing cycle**.
* Your billing date stays the same.
* You keep full access until the change takes effect.

***

### Cancel your plan

To cancel instead of changing plans, scroll to the bottom of the **Change Plan** page.

Click **Cancel Plan**, then submit and confirm the cancellation request.

Your current plan remains active until the end of the billing cycle.

See [Cancel Plan](/billing/cancel-plan) for what happens after cancellation.

***

{% hint style="info" %}
**Pro tip**

Pick a monthly commitment that matches your average usage over the last 12 months. It gives you room to roll listings forward in slow months and use them during peak season.
{% endhint %}

***

### Need help choosing the right plan?

You’ve got a few options:

* **Book a call** and we’ll recommend the best fit: <https://cal.com/fotello/fotello-connect>
* **Message us** anytime via chat.
* **Compare plans** here: <https://www.fotello.co/pricing>


# Pay as you go

Real estate is not predictable. Shoots spike. Seasons shift. Clients call last minute. Pay as you go is your safety net when you go beyond your plan.

Every Fotello plan comes with a set number of listings per month. When you hit that limit, you have two options: upgrade your tier or enable overage billing to keep working beyond your plan. Overage billing (called Pay as You Go in your dashboard) lets you continue creating listings, edits, twilights, staging and more. You only pay for what you actually use above your plan. You stay in control with real-time usage tracking and an optional monthly spend cap.

### Why creators use pay as you go

* **Flexible cashflow.** Pay only when you exceed your plan.
* **Spend control.** Set a monthly spend limit and get warned before you go over.
* **Usage visibility.** Track your progress in real time and review every charge.
* **Freedom to grow.** Say yes to extra work without losing control of spend.

{% hint style="success" %}
We also offer **pay as you go-only** plans.

Your monthly plan can be as low as **1 listing**. This is great if you're just starting your career as a real estate photographer. See plan options here: <https://www.fotello.co/pricing>
{% endhint %}

***

### How it works

#### 1) Enable pay as you go

1. Go to **Settings → Plan & Billing**.
2. In the subscription box, open the **Pay as You Go** tab.
3. Review the details.
4. Turn on the **Pay as You Go** toggle.

<figure><img src="/files/OacSlufTqJaXQYwEILEm" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Only the team owner can enable pay as you go.

If you're not the owner, Fotello will prompt you to contact the owner.
{% endhint %}

#### 2) Keep creating when you hit your plan limit

When your included usage runs out, Fotello can keep you moving on eligible overages like listings, extra photos, twilight, staging, video, video extension, upscale, and property website:

* Prompt you for consent (if pay as you go isn't enabled), then
* Continue creating using pay as you go once you confirm

#### 3) Understand the rate

Pay as you go pricing depends on which plan you're on.

See current rates and what's included per plan:

* <https://www.fotello.co/pricing>

{% hint style="info" %}
If you expect regular pay as you go usage, upgrading is usually cheaper. Use [Change Plan](/billing/change-plan) to increase your commitment.
{% endhint %}

***

### When you're charged

#### Charged after you use

Invoices are triggered automatically by our system. Timing depends on your plan and your credit history with Fotello.

To view invoices:

1. Go to **Settings → Plan & Billing → Invoices**.
2. Or open: <https://app.fotello.co/dashboard/settings/subscription/invoices>

#### Update your payment method

Update your payment method from your Fotello account:

1. Go to **Settings → Plan & Billing → Invoices**.
2. Click **Manage in Stripe**.
3. Update your card, payment method, or billing details in Stripe's billing portal.

You can also view past invoices in the portal.

{% hint style="info" %}
**Manage in Stripe** is visible only after you connect Stripe.
{% endhint %}

#### If you upgrade mid-cycle

If you upgrade mid-cycle:

* Any accrued pay as you go usage is settled at that point.

#### If you cancel

If you cancel, we first settle any outstanding balance for the current cycle. That includes any pay as you go usage.

***

### See your usage anytime

Go to **Settings → Plan & Billing → Pay as You Go** to see a running total for the current cycle. You'll also see a detailed breakdown for every dollar and cent charged. This includes extra listings, photo edits, twilights, staging, video, video extension, upscale, property website, and more.

Or open: <https://app.fotello.co/dashboard/settings/subscription/pay-later-usage>

You can filter usage by date range using the date picker, including presets for the current billing period or all time.

#### Export usage as CSV

To download your pay as you go usage for bookkeeping or expense tracking:

1. Go to **Settings → Plan & Billing → Pay as You Go**.
2. Select the date range you want to export.
3. Click the **Export** button above the usage table.

The CSV includes the usage ID, type, team member, date, and amount for each line item.

#### Set a monthly spend limit

In the same **Pay as You Go** tab, you can set a **Monthly Spend Limit** for the current billing period.

This gives you more control over pay as you go usage. You set the maximum amount of pay as you go usage allowed during the current billing period.

We added this for one reason. It helps you stay in control. Billing stays clear, predictable, and easier to manage during busy months.

<figure><img src="/files/4IGbLlrdcHg9QdOGgOAH" alt="" width="563"><figcaption></figcaption></figure>

#### What this means

Your monthly spend limit is **not** an extra fee, deposit, or charge.

It is simply a cap on pay as you go usage for the billing period.

You are only billed for the pay as you go usage you actually use.

#### What counts toward the limit

Any eligible pay as you go usage on your account counts toward the limit, including:

* Pay as you go listings
* Extra photos
* Twilight
* Staging
* Video
* Video Extension
* Upscale
* Property Website
* AI revisions
* Other pay as you go features on your plan

#### How it works

You can view your monthly spend limit and current usage in **Settings → Plan & Billing → Pay as You Go**.

Once set, you'll be able to:

* See how much of the limit you've used
* Track your progress against the limit in real time
* Get a warning when you're getting close

If you reach the limit, new pay as you go usage is paused until:

* You increase the limit, or
* Your next billing period begins

If you try to keep using pay as you go features after that, Fotello will prompt you to increase your limit before continuing.

This acts as a guardrail. It helps prevent unexpected usage from continuing past the amount you're comfortable with.

#### Example

If your monthly spend limit is **$35**, that does **not** mean you'll be charged **$35**.

It means your account can use up to **$35** in pay as you go usage during that billing period.

If you only use **$12**, you are only billed **$12**.

#### Why we added this

We built this to make pay as you go more transparent and more customer-friendly.

The goal is flexibility without losing control. The monthly spend limit helps you monitor usage, avoid surprises, and decide exactly how much extra usage your account can allow.

#### Disable pay as you go

If you no longer want to use pay as you go, you can turn it off anytime:

1. Go to **Settings → Plan & Billing → Pay as You Go**.
2. Toggle the switch off.
3. Confirm in the dialog.

Once disabled, any usage beyond your plan limits will be blocked — including extra listings, photos, staging, twilights, video, video extension, upscale, property website, and AI revisions. You can re-enable it anytime using the same toggle.

***

### Smart ways to save

* **Upgrade before a busy stretch.** Higher commitment usually lowers your unit cost.
* **Consider annual if you're seasonal.** Annual gives you a full year of listings upfront.
* **Use pay as you go as your buffer.** Keep it on, then review monthly.

### Need help choosing the most cost-effective setup?

You've got a few options:

* **Book a call** and we'll recommend the best fit: <https://cal.com/fotello/fotello-connect>
* **Message us** anytime via chat.
* **Compare plans** here: <https://www.fotello.co/pricing>


# Cancel Plan

You can cancel anytime. Before you do, there’s usually a cheaper option that keeps full access.

{% hint style="success" %}
We also offer **pay as you go-only** plans.

Your monthly plan can be as low as **1 listing**. This is great if you're just starting your career as a real estate photographer. See plan options here: <https://www.fotello.co/pricing>
{% endhint %}

### Before you cancel

If your goal is to reduce spend (not fully leave), switch to:

* A **pay as you go-only** plan, or
* The lowest monthly commitment that fits your baseline

This keeps your account active and fully usable. You avoid **Free plan** limitations like watermark&#x73;**,** download locks, etc.

### How to cancel

1. Go to **Settings → Plan & Billing → Change Plan**.
2. Or open: <https://app.fotello.co/dashboard/settings/subscription/change-plan>
3. Scroll to the bottom of the page.
4. Click **Cancel Plan**.
5. Submit the **cancellation request** form.
6. Confirm the cancellation.

### What happens when you cancel

Once you request cancellation, your account is set to cancel at the end of your current billing cycle. You can keep using your current plan until then. After your billing cycle ends, your account moves to the **Free** plan.

You can still:

* Access any **unused listings** on your account
* Keep using Fotello to test new updates and improvements

You cannot:

* **Download** your edits
* Request **Human Revisions**
* Let customers **download** shared photos (they can still view them)
* ...And all limitations of the **Free** plan apply

### Billing and invoices after cancellation

If you have any outstanding balance for the current cycle, we settle it first. This includes any **pay as you go** usage.

To view invoices:

1. Go to **Settings → Plan & Billing → Invoices**.
2. Or open: <https://app.fotello.co/dashboard/settings/subscription/invoices>

### Can I pause instead?

There’s no pause mode right now. If you’re in a slow season, switching to a **pay as you go-only** plan is the closest equivalent. It keeps you active, keeps your workflow unblocked, and keeps your baseline low.

See options here:

* <https://www.fotello.co/pricing>

### Coming back later

You can upgrade anytime by choosing a plan again. Once you’re back on an active plan:

* Your account unlocks immediately
* New listings are added based on the plan you pick
* Any unused listings from before are restored (as long as you upgrade within 90 days)

### Final word

We improve Fotello every week. If something fell short, tell us. We read everything. If your needs change, you’re always welcome back.


# Referrals

Share Fotello with your community, help other creators save, and earn rewards when they become customers.

Fotello has only grown through customer love. Just creators sharing Fotello with other creators to help them grow. We truly appreciate that trust so if you ever want to share Fotello with your community, we want to make sure you are rewarded for it too.

### Why refer a friend

**Your friend gets 50% off** their first paid Fotello bill.

**You earn 100% of their first month’s spend** as billing credit.

Share more, earn more, so you can all grow together.

{% hint style="success" %}
Who can refer: Anyone with a Fotello account (both free and paid plan users)

Who can receive a referral: Referrals are for **new Fotello users only**. They must not have signed up for Fotello before.
{% endhint %}

### How referrals work

1. You invite a friend using email or a share link.
2. Your friend signs up using your invite.
3. When they become a paying customer, rewards kick in automatically.

{% hint style="info" %}
Billing credit is applied to your Fotello account balance. It automatically reduces future charges.
{% endhint %}

### What you can do from the referrals dashboard

Go to the [Referrals dashboard](https://app.fotello.co/dashboard/settings/referrals/dashboard).

From here you can:

* send invites by email
* copy your invite link
* track your earnings
* view referral status
* check the leaderboard

### How to refer a friend

{% tabs %}
{% tab title="Invite by email" %}
{% stepper %}
{% step %}
**Open Referrals**

In the dashboard, go to **Settings → Referrals**.
{% endstep %}

{% step %}
**Add your friends’ emails**

Paste one or multiple emails.

Add a short note if you want.
{% endstep %}

{% step %}
**Send invites**

Click **Send**.

Your friends get an email with their **50% off** offer and your signup link.
{% endstep %}
{% endstepper %}
{% endtab %}

{% tab title="Share your invite link" %}
{% stepper %}
{% step %}
**Open Referrals**

In the dashboard, go to **Settings → Referrals**.
{% endstep %}

{% step %}
**Copy your invite link**

Copy your unique invite link from the dashboard.
{% endstep %}

{% step %}
**Share it anywhere**

Text it.

Post it.

Drop it in a group chat.
{% endstep %}

{% step %}
**Your friend signs up**

They must sign up using your link.

That’s how we track the referral.
{% endstep %}
{% endstepper %}
{% endtab %}
{% endtabs %}

### Track your referrals and earnings

Your referrals dashboard gives you a live view of performance.

#### Earnings

Your earnings section shows how much billing credit you’ve earned so far.

As more referrals convert, your total keeps growing.

#### Referral Status

Use the **Referral Status** tab to see who signed up through your invite and how each referral is progressing.

#### Leaderboard

Use the **Leaderboard** tab to compare your results with other creators and see top referrers across Fotello.

This makes it easy to track performance and stay motivated as you keep sharing.

### When you get your billing credit

You earn credit **after your friend becomes a paying customer**. That means their **first paid bill** must complete successfully. Then we add **billing credit equal to what they spent** on that purchase.

{% hint style="info" %}
Example: your friend pays $100 on their first bill.

You get $100 in billing credit that applies to your future invoices.
{% endhint %}

### A few important rules

* Referrals only apply to **new accounts**.
* Your friend must use **your invite** to sign up.
* Credits are **non-transferable** and stay on your Fotello account.
* The more creators you refer, the more rewards you can earn.

{% hint style="warning" %}
We may pause or reverse rewards if we detect abuse.

If something looks wrong, message support on chat or [book a support call](https://cal.com/team/fotello/fotello-live-support?overlayCalendar=true).
{% endhint %}


# Overview

## Overview

The Customer Portal is your branded, customer-facing booking and management hub. It gives your clients — typically real estate agents and brokers — a professional, self-service way to book your services, track orders, and handle payments, all under your brand.

#### Why it matters for your business <a href="#why-it-matters-for-your-business" id="why-it-matters-for-your-business"></a>

* **Book while you sleep.** Customers place orders 24/7 through your branded booking page: no back-and-forth texts or emails.
* **Look professional.** Your logo, brand colors, and even a custom domain make the portal feel like part of your own website.
* **Get paid faster.** Built-in payment collection means less chasing invoices and more time behind the camera.
* **Less admin work.** Orders flow directly into your dashboard with all the details — address, services, preferred time slot — ready to go.
* **Grow your revenue.** Add-ons and upsells are built into the booking flow, so customers can upgrade their order without you lifting a finger.

#### What your customers get <a href="#what-your-customers-get" id="what-your-customers-get"></a>

When you share your portal link, your customers can:

* **Book services** — Browse your packages, pick services and add-ons, choose a time slot, and submit an order in minutes.
* **Create an account** — Sign up to track orders, view listings, and pay — or book as a guest without an account.
* **Manage orders** — View past and upcoming orders from their personal dashboard.
* **Pay online** — Complete payment securely through Stripe when you're ready to collect.

#### What's covered in this section <a href="#whats-covered-in-this-section" id="whats-covered-in-this-section"></a>

[Customer Portal Setup](/delivering-listings/customer-portal)

[Booking Experience](/customer-portal/booking-experience)

[Customer Dashboard](/customer-portal/customer-dashboard)


# Booking Experience

The booking page is what your customers see when they click your portal link to place an order. It walks them through all the steps: from entering a property address to confirming the booking.

Everything on this page reflects your [Branding](/business-details/branding), [Products](/products/services), and [Availability](/availability-and-scheduling/availability-set-up) settings, so there's nothing to build from scratch. Set up your services and availability once, and the booking page handles the rest.

{% hint style="info" %}
The booking page is fully responsive and works great on mobile so your customers can book on the go.
{% endhint %}

{% stepper %}
{% step %}

#### Property Address

Your customer enters the property address. If **Take property size in booking** is enabled in your [Order Settings](/orders/order-settings), they also enter the interior area (size).

* **Property address:** They start typing and pick from Google's autocomplete suggestions. The street, city, state, postal code, and country fill in automatically.
* **Interior area**: Shown when **Take property size in booking** is on. Fotello uses the property size to filter products and calculate area-based pricing in the next step.

**What happens behind the scenes**

* **Service area check**: Fotello uses the property coordinates to confirm it falls within your [Service Area](/availability-and-scheduling/service-area). If it's outside your coverage, your customer won't see any available slots for that booking.
* **Pricing lookup**: When interior area is collected, the property size is used in the next step to calculate area-based pricing for your services and packages. When it's not collected, all products are shown and pricing defaults to the base tier.
  {% endstep %}

{% step %}

#### Products & Services

Your customer picks what they'd like to book. This step shows your packages, individual services, and any relevant add-ons with their description and pricing.

**Packages** appear as cards. Each card shows the included services and total price along with the savings from bundling. Clicking a package opens a detail sheet with a full breakdown.

**Individual services** appear as a selectable list. When **Take property size in booking** is on and a service has multiple tiers (e.g., different area ranges), the right tier is selected automatically based on the property size.

**Add-ons** appear after the main selection. These are extras your customer can tack on, things like drone footage, twilight photos, or rush delivery. A running total updates at the bottom as they make selections.

{% hint style="info" %}
Add-ons are a great way to increase order value without any extra effort. Customers see them at just the right moment, while they're already committing to a booking.
{% endhint %}

To set up what appears here, see [Services](/products/services), [Packages](/products/packages), and [Add-ons](/products/add-ons).
{% endstep %}

{% step %}

#### Scheduling

This step depends on your **Scheduling** setting in [Order Settings](/orders/order-settings):

* **Required** — Your customer must pick a date and time to continue. This is the default.
* **Optional** — Your customer can pick a date and time, or choose **Not ready yet** to skip. You or your team can schedule the appointment later.
* **Not required** — This step is removed from the booking flow entirely. Customers go straight from product selection to contact details.

When the scheduling step is shown, Fotello only displays slots where you (or your team) are actually available, so there's no risk of double-booking. The experience depends on your **Start time slot display** setting in [Order Settings](/orders/order-settings):

**Exact time** (default)

* **Recommended times** — If **Show recommended times to customers** is on in your [Order Settings](/orders/order-settings), your customer first sees up to three of the earliest available appointments as one-tap cards, labeled "Recommended times." When you let customers pick a team member, each card also shows who they'd be booking with.
* **All times** — A **Recommended / All times** toggle lets your customer switch to the full calendar at any point. Available dates are highlighted; they tap a date to see time slots.
* **Time slots** — Each slot represents an opening based on your availability and the total duration of the selected services.

{% hint style="info" %}
Recommended times give hesitant customers a quick, confident choice while still letting them open the full calendar. To turn this off, see [Order Settings](/orders/order-settings).
{% endhint %}

**Time of day**

* **Calendar view** — Same date picker, but only dates that have availability within at least one of your configured windows are shown.
* **Time windows** — Instead of a list of exact start times, your customer sees buttons labeled with your window names (e.g., Morning, Afternoon, Evening). Windows with no availability on the selected date are hidden automatically.
* **Flexibility** — Your customer picks a general window, and you schedule the exact time later. This is ideal when you want to batch shoots or keep your schedule flexible.

<figure><img src="/files/LyLVJ3BGQ4ypokQM2m9A" alt=""><figcaption></figcaption></figure>

Both modes support:

* **Notes** (optional) — A text field for special instructions, gate codes, or anything you should know before the shoot.

**What happens behind the scenes**

Fotello builds the available slots using your settings:

* **Availability windows** — Your business hours and days off
* **Buffer time** — Padding between appointments (e.g., 30 minutes for travel)
* **Minimum notice** — How far in advance customers must book (e.g., 4 hours)
* **Slot duration** — Based on the total service time for the selected items
* **Look-ahead days** — How many days into the future the calendar shows (e.g., 30 days)
* **Existing bookings** — Slots that overlap with accepted orders are hidden
* **Google Calendar** — If connected, events from your Google Calendar also block out time

If you have a team, Fotello checks each member's availability and service area coverage to determine which slots to show.

To configure your availability and scheduling rules, see [Availability Set Up](/availability-and-scheduling/availability-set-up), [Scheduling Settings](/availability-and-scheduling/scheduling-settings), and [Calendar Integration](/availability-and-scheduling/calendar-integration).
{% endstep %}

{% step %}

#### Contact & Account

Your customer identifies themselves before confirming. Depending on your settings, they can sign in, create an account, or continue as a guest.

**Returning customers** enter their email and password to sign in. Their contact details are pre-filled from their profile.

**New customers** create an account and share their details: full name, phone number, company name, and a password. Once signed up, they can access the [Customer Dashboard](/customer-portal/customer-dashboard) to track orders going forward.

<figure><img src="/files/tqWqQAblBDjAab8FA0FN" alt="" width="563"><figcaption></figcaption></figure>

**Guest booking** — If you've enabled guest bookings, a third option appears. Guests complete the booking with their full name and email, plus company name and phone number (both optional). No password needed. They're still added to your [customer list](/customers/customers), and can create a full account later.

<figure><img src="/files/3ENz5mdLEWlEdr7hCufu" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
Collecting the customer's name up front means their orders, invoices, and communications are personalized from the very first booking.
{% endhint %}

{% hint style="info" %}
Guest bookings reduce friction for first-time customers who just want to book quickly. They can always create an account afterwards.
{% endhint %}

To enable or disable guest bookings, see [Order Settings](/orders/order-settings).
{% endstep %}

{% step %}

#### Review & Confirm

Your customer reviews the full booking before submitting:

* Property address (and area, if collected)
* Selected services and add-ons with line-item pricing
* Appointment date and time, or the selected time window (if scheduling was required or selected)
* Total amount

**Promo code** — If you've created [coupons](/products/coupons), your customer can enter a code here to apply a discount before confirming. The discount updates the total in real time.

**Default fees** — If you've set up a [Custom Fee](/products/custom-fee) and marked it as **Default fee**, it appears as an additional charge in the order summary and is included in the total automatically. Percentage-based fees recalculate if a promo code changes the subtotal.

**Terms and Conditions** — If you've added [Terms and Conditions](/orders/terms-and-conditions), a checkbox appears: "I agree to the Terms and Conditions." Your customer can click the link to read the full terms in a dialog. They must keep the checkbox checked to confirm the booking. If no terms are set up, this step is skipped.

Whether your customer pays now depends on your **Payment at booking** setting in [Order Settings](/orders/order-settings):

* **Required** — Your customer pays the full amount to confirm. The button reads **Pay & Confirm Booking**.
* **Deposit** — Your customer pays a deposit to confirm (the summary shows how much is **due today**), and the balance is due on delivery. The button reads **Pay Deposit & Confirm Booking**.
* **Optional** — Your customer can pay now or choose **Pay Later**.
* **Not required** — No payment is collected. Your customer pays later when you deliver the final assets.

{% hint style="info" %}
Payment options at booking require Stripe. Learn more: [Payments](/payments/payments)
{% endhint %}

**After they submit**

Once your customer clicks **Confirm Booking**:

1. **You get notified** — The order appears in your [Orders Dashboard](/orders/orders-dashboard) with all the details.
2. **They get a confirmation email** — Sent from your domain (if connected) or from Fotello, with a summary of what they booked.
3. **What happens next** depends on your [Order Settings](/orders/order-settings):
   * **Auto-accept on** — The order is accepted automatically, a listing is created, and a team member is assigned.
   * **Auto-accept off** — The order stays **Pending** until you review and accept it.

**Signed-in customers** are redirected to the [Customer Dashboard](/customer-portal/customer-dashboard). **Guests** see a success screen with an option to create an account for future bookings.
{% endstep %}
{% endstepper %}


# Customer Dashboard

The Customer Dashboard is your customer's personal space to view orders, track listings, and manage payments. It's fully branded with your logo and colors — they'll feel like they're using your platform, not a third-party tool.

### How customers access the dashboard

Your customers can reach the dashboard in three ways:

* **Direct link** — Share your portal link (e.g., `yourbusiness.fotello.co/login`). They'll see your branded login page.
* **After booking** — Signed-in customers are automatically redirected to the dashboard after placing an order.
* **Magic link invite** — Send a customer a one-time sign-in link, so they can access the dashboard without a password. See [Invite a customer to their portal](/customers/customers).

### Signing up

New customers can create an account from the login page by clicking **Sign Up**. They just need:

* Email address
* Password

Once registered, they're automatically added to your [customer list](/customers/customers) and can start placing orders right away.

{% hint style="info" %}
Customers who previously booked as guests can create an account using the same email. Their past orders will be linked automatically.
{% endhint %}

***

### What customers can do

Once signed in, your customers have access to their orders and listings.

#### Orders

A table showing all their bookings:

* Property address
* Order status (Pending, Accepted, Completed, Canceled)
* Total amount
* Date created

They can click any order to view full details.

#### Listings

After you accept an order and deliver the final assets, your customer can:

* View their listing with all delivered photos and assets
* Download photos and other deliverables (once payment is complete, or if no payment is required)
* Access property websites, virtual tours, and other assets you've included

Customers can also view and download a delivered listing without signing in, straight from the share link. See [Shared Listing Page](/customer-portal/shared-listing-page).

***

### Payments

When you [deliver a listing](/delivering-listings/deliver-listing) with payment collection enabled, your customer can pay directly from their dashboard.

* They see the amount due on the listing
* Clicking **Pay** takes them to a secure Stripe checkout
* Once paid, assets are unlocked for download and watermarks (if applied) are removed

Learn more: [Payments](/payments/payments) · [Deliver Listing](/delivering-listings/deliver-listing)

#### Invoices

Customers can also open the **Invoices** tab in the portal to see the invoices you've sent them, each with its status and amount.

* **Open** invoices are ready to pay
* **Paid** invoices show the amount and when they were settled

Selecting an open invoice takes the customer to a secure Stripe checkout to pay it.

#### Paying several invoices at once

When a customer has more than one open invoice, they can settle them together instead of paying one at a time:

1. In the **Invoices** tab, tick the checkbox next to each open invoice they want to pay. To grab them all in one go, use the checkbox in the table header, then uncheck any they'd rather leave for later.
2. Click **Pay** to open the **Review payment** screen, which lists the selected invoices and the combined total.
3. Click **Pay** to continue to a single secure Stripe checkout for the whole batch.

Once the payment goes through, every invoice in the batch is marked **Paid** and the related listings unlock for download.

{% hint style="info" %}
The customer's open invoices are already selected when they open the tab, so paying everything they owe is usually a couple of clicks.
{% endhint %}

***

### Why this matters for your business

* **Self-service** — Customers check order status and download assets on their own. Fewer "when will my photos be ready?" messages.
* **Professional feel** — Your branding on the dashboard and emails builds trust and makes your business look established.
* **Faster payments** — Customers can pay the moment they get the delivery notification, from any device.
* **Repeat bookings** — A signed-in customer can place a new order in minutes since their details are already saved.


# Agent Referrals

Agent Referrals turns your happy customers into a growth channel. When one of your agents shares their referral code, a new agent gets a discount on their first order — and the agent who referred them earns the same reward. You set the discount, and Fotello tracks every referral and applies the reward automatically.

### Turn on Agent Referrals

You set up and manage the program from your dashboard.

{% stepper %}
{% step %}
**Open the Referrals app**

In your dashboard, go to **Apps**. Under **Apps by Fotello**, click the **Referrals** app.

<figure><img src="/files/rokfToMocMN1UCQzg9IA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Set the reward**

Open the **Settings** tab and choose the discount both agents receive:

* **Discount type** — pick **Percentage** or **Fixed amount**.
* **Percent off / Amount off** — enter the value.

<figure><img src="/files/loKuhOIpb3R9MKH81glS" alt=""><figcaption></figcaption></figure>

As you type, a **Reward preview** shows exactly what agents will see (for example, *Give 10%, get 10%*).
{% endstep %}

{% step %}
**Save to turn it on**

Click **Save discount**. Saving your reward for the first time turns the program on, and a **Connected** badge appears at the top of the app.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
You can change the reward any time from the **Settings** tab. Updated rewards apply to new referrals going forward.
{% endhint %}

### Pause or restart the program

Use the **Disconnect** button at the top of the Referrals app to pause the program. Your reward settings are kept, so you can pick up right where you left off — use **Connect** to turn it back on.

### What your agents see

Once the program is on, your customers get a **Referrals** section in their portal where they can:

* View their reward (for example, *Give 10%, get 10%*)
* Copy their personal **referral code**
* Copy a ready-to-share **invite link**

They share the code or link with other agents. When a new agent signs up through it, the discount is applied to their first order automatically — there's no code to enter by hand.

{% hint style="info" %}
The referring agent earns their matching reward once the new agent's first order is paid. It then applies to that agent's next order.
{% endhint %}

### Track your referrals

Open the **Referrals** tab inside the Referrals app to see every referral in one place. For each one you can see:

* **Referrer** and **Referee** — who invited whom
* **Status** — how the referral is progressing (for example, *Signed up*, *Order placed*, or *Rewarded*)
* **Discount / Reward** — the reward applied
* **Order value** — the total of the new agent's first order
* **Date** and **Paid date**

Use the search box to quickly find a referral by agent name or status.

### Why this matters for your business

* **Grow through word of mouth** — Your best customers bring you new ones, with a built-in reason to spread the word.
* **Rewards on autopilot** — Fotello applies the discount at checkout and tracks every referral, so there's nothing to manage by hand.
* **You stay in control** — Set the reward that works for your business, and adjust or pause it whenever you like.


# Shared Listing Page

When you [deliver a listing](/delivering-listings/deliver-listing), your customer gets a share link to view and download everything you've created. Opening that link takes them straight to a branded listing page — they can browse and download their assets without creating an account or signing in.

It's fully branded with your logo and colors, so your customers feel like they're on your own site, not a third-party tool.

### What your customer sees

* **Cover image and property name** — A large banner at the top with the listing's name over a preview photo.
* **Your branding** — Your logo and brand colors appear throughout the page.
* **Quick navigation** — A sticky bar at the top lets your customer jump straight to any part of the listing. On mobile, the same options open from a menu button.

<figure><img src="/files/a34GeCHFIj48tXncLklx" alt=""><figcaption></figcaption></figure>

### Browsing the assets

The page is organized into sections, one for each type of asset included in the listing. Your customer can scroll through everything in one place or use the top navigation to jump to a specific section:

* **Photos**
* **Videos**
* **Virtual Tours**
* **Floor Plans**
* **Website** — the property website you've set up for the listing

Sections only appear when the listing has that type of asset, so your customer always sees a clean page with no empty tabs.

{% hint style="info" %}
This is the same media you finalize before delivery. To control what's included, see [Deliver listing](/delivering-listings/deliver-listing).
{% endhint %}

### Take a quick tour

If you've turned on the guided tour, a **Quick Tour** button appears in the top bar. Your customer clicks it to watch a short video that walks them through the page — how to browse the sections and download their media — right inside a pop-up player. They close it whenever they're ready and pick up where they left off.

You control whether this button shows up from your [Customer Portal Setup](/delivering-listings/customer-portal).

### Downloading assets

Your customer can download the listing's assets straight from the page — no account needed.

#### Choose what to download

The **Download** button in the top bar opens a short checklist so your customer can pick exactly what to include. Each option shows how many items it covers:

<figure><img src="/files/b1ZOqRBJ8QiZpRjTdSpu" alt=""><figcaption></figcaption></figure>

* **Web & MLS Photos** — sized for listing sites and the MLS.
* **Print-Quality Photos** — higher resolution for print materials.
* **Full-Resolution Photos** — the original full-size files.
* **Videos**, **Floor Plans**, and **Virtual Tours** — whenever the listing includes them.

Only the asset types actually in the listing appear, so the list always matches what's there. Your customer ticks what they want and clicks **Download** to get it all in a single file.

#### Download a single section

Each section has its own **Download** button too, so your customer can grab just one type of asset. For photos, the button offers a choice of size:

* **Download for Web** — web- and MLS-ready.
* **Download for Print** — print-quality.
* **Download Full Size** — the original full-resolution files.

#### Track your download

As soon as your customer starts a download, a small progress panel appears in the corner of the page and follows it from start to finish:

* It shows when the files are being packaged and when the download is ready.
* Your customer can keep browsing the listing while it prepares.
* More than one download can run at once — each gets its own line in the panel.
* The panel clears on its own once the download is ready.

#### If payment is required

If you delivered the listing with payment collection enabled, downloads stay locked until the balance is paid:

* Your customer sees a notice with the amount due.
* Clicking **Pay Now** (or **Pay Here**) takes them to a secure Stripe checkout.
* Once paid, the assets unlock and they can download right away.

Learn more: [Payments](/payments/payments) · [Deliver listing](/delivering-listings/deliver-listing)

<figure><img src="/files/7kV4tGFkhF5EghYE5qJR" alt=""><figcaption></figcaption></figure>

### Book another shoot

A **Book Again** button sits in the top bar next to **Download**, so a happy customer can line up their next shoot without hunting for your booking link. Clicking it opens your [Order Form](/orders/order-form) in a new tab, ready for them to book again.

### Signing in

A **Sign In** option is always available for customers who want the full experience. Signing in unlocks the [Customer Dashboard](/customer-portal/customer-dashboard), where they can track all their orders and listings in one place.

{% hint style="info" %}
Your customer doesn't need an account to view or download a delivered listing. Signing in is only for those who want to manage all their orders together.
{% endhint %}

### Getting in touch

Your contact details appear in the footer so your customer can reach you directly from the page:

* **Email** — opens a new message to your business email.
* **Phone** — starts a call on mobile.

These come from your business settings. See [Personal Details](/business-details/personal-details) to update them.


# Upload Failure

If a listing upload fails, don’t worry. Fotello will process all files that made it in and for any missing ones, use one of the options below to get everything processed.

### If upload fails

1. Monitor the upload progress bar in the top-left corner after you click 'Enhance'. If any files fail before it completes, a **Retry** button will appear below. Click the button to keep repeating until all files are successfully uploaded.

<figure><img src="/files/lGUf3Ccot9sg0LTydgUn" alt="" width="563"><figcaption></figcaption></figure>

### If you're missing files

If the upload completes but you are still missing some shots, Fotello lets you **re-upload** missing file&#x73;**.** You’ll see a banner showing how many files failed and a button to **Re-Upload**. Click on the button to re-upload missing files.

<figure><img src="/files/PWb4g9p2A2ENMDSPJpcf" alt=""><figcaption></figcaption></figure>

From thereon, follow the same steps as the original upload.

See more: [Enhancing](/photos/editing/enhancing)

When re-uploading, remember a few things are different:

1. Drag and drop all files again. No need to find and pick out missing files. Fotello automatically detects which files failed to upload the first time.
2. Select the same preferences you chose during the original upload. That keeps processing consistent.
3. You can keep repeating this until all files are processed.

{% hint style="warning" %}
Troubleshooting

If you frequently experience upload issues, follow [Enhancing](/photos/editing/enhancing#best-practices) for a seamless experience.

If you don't see the re-upload banner, try refreshing the page.

If the re-upload fails and everything didn't get processed, don't worry. Reach out to our support team and they will credit you for the failed listing so you can re-upload to a new one!
{% endhint %}

{% hint style="info" %}
**Pro tip**

If you need to upload a small reshoot, message our team in chat. We’ll investigate and make sure you are not charged twice for the same shoot.\*\
\
\&#xNAN;*\*Overage charges apply if you go over your plan limits.*
{% endhint %}




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