Overview
Discover the brand-new GotPhoto dashboard and navigation system! This guide will walk you through the updated features, new navigation structure, and renamed tools to help you find everything you need quickly and easily. Whether you're tracking revenue or managing Photo Jobs, you'll learn how to make the most of these changes.
The Dashboard
The GotPhoto dashboard is the first page you see when logging in to your GotPhoto account. It's full of useful, at-a-glance information about how your business is doing:
The top of the dashboard shows your revenue and order statistics. The default view is of the last week, but you can change this by opening the dropdown labeled Last week:
Below your revenue, you will find a list of your jobs that are currently selling and in planning (along with some important statistics), and you can toggle between the two:
On the right, you will find notifications about orders that need your attention, as well as a list of upcoming events and the GotPhoto newsfeed:
Navigation
In addition to the new dashboard, we've reorganized things to make getting around the GotPhoto system a breeze. The GotPhoto navigation menu is now on the left side of the screen, and some of the menu options have changed. We'll review them further in this article. While this may take some getting used to at first, we know it’ll make finding what you need faster and easier in the long run. |  |
Let's take a look at the new navigation:
- Dashboard: This will take you back to the GotPhoto dashboard.
- Photo Jobs: This page contains all of your Photo Jobs.
- Products & Prices: This page contains everything having to do with your products and pricing — labs, product packages, price lists, custom vouchers (coupon codes), Green Screen backgrounds, and your own products.
- Orders: This page contains everything having to do with your customers' orders, whether they are completed or not — orders, Manual Revision, batch shipping, order entry, requests (complaints), and invoices.
- Production: This option will only appear if you have activated in-house production. For more information, check out the following article: Create Your Own Products for Self-Fulfillment
- Communication: This page contains everything you need for communication with your customers — automated campaigns (formerly "Communication Profiles"), one-time messages (formerly "Newsletters"), requests (complaints), and all of your customer contacts. In addition, this page contains your file manager, as well as templates and email and SMS settings.
- Statistics: This page contains information on all your statistics — monthly stats, job-level stats, order reconciliation reports, product stats, sales tax reporting, and exports of all statistics.
- Online Shop: This page contains all settings related to your online shop(s) — design settings, SEO and social media, payment methods, shipping settings, invoice settings, print releases, terms & conditions settings, and Prepay settings (if applicable).
You may notice that we no longer have a settings page. This is because we have moved the settings to where it makes sense for them to be. This way, you can adjust what's needed where it's needed, without going back and forth.
Photo Jobs
Your Photo Jobs now have a few additional tabs:
- Tagging: This tab was previously called "QR Tagging" and contains everything you need to create and print QR cards.
- Communications: This tab was previously called "Selling" and contains the ability to create contact sheets and one-time messages, as well as Student Data Exports.
- List of Names & Exports: On this tab you can view your list of names and create exports. Please note: Student Data Exports can be created under the Communications tab.
- Orders: On this tab you can view a job-level version of the main Orders page:
- Looking for the Trash? When you delete an album, the trash button will appear at the top of the job page of the deleted album. Alternatively, you can access it via the following links: US&CA; UK.
- The Custom Voucher tab was moved to the "Products and Prices" menu.
Naming Conventions
We’re changing some of the names we use within the GotPhoto system to make things clearer and easier to understand. By choosing names that match up with how you use GotPhoto, we’re aiming to help you find what you need more quickly and with less guesswork.
The names that are changing are:
- Price Profiles are now price lists.
- Communication Profiles are now automated campaigns.
- Newsletters are now one-time messages.
- The Buyers & Potential Buyers tab is now the Contacts tab.
Feeling Stuck?
We understand that changes can sometimes be tricky. That's why we're providing a temporary toggle to switch back and forth between our new and classic interfaces so you can get used to these changes at your own pace.
The option to toggle back can be found in the upper menu, if using a smaller screen, please click the blue checkmark icon.
We encourage you to slowly spend some time with the new interface and get to know it, because once you get used to it, we think you'll really love it!
The Takeaway
GotPhoto's new dashboard and navigation make managing your business smoother and faster. With streamlined menus, enhanced tools, and a user-friendly interface, you'll have everything you need at your fingertips.