How a client moves through CoreHue
The real power of CoreHue is not any single feature. It is how they connect. From the first inquiry to the final gallery, every step happens in one place and carries your brand. Your client never bounces between five different tools, or signs in to something that looks nothing like you.
Here is the journey most photographers run. It shows where each part lives and, just as importantly, what actually exists at each point.
1. They inquire
A client finds your booking page and sends an inquiry. It lands in Inquiries, and CoreHue creates a contact for them as a Lead.
Nothing is held and nothing is charged. This is a conversation.
2. You reply with your pricing
Open the inquiry and click Reply. The whole exchange stays on the inquiry, and when you are ready Create proposal carries it forward, so you build the proposal from what they came back with.
3. You send a proposal
A proposal is one link carrying everything you are proposing. Its editor runs in sections: Details, Items, the agreement, Payment, and Create a booking. Under Items you add Included item, Add-on and Client choices rows. The client then sees what is included, what they can add, and any levels they pick between.
Sending it creates nothing else. It simply sits with the client.
4. They accept
The client reviews the proposal, makes their choices, and accepts. Their choices lock at that moment. If the proposal carries an agreement, the contract is created with their selections written into it. If you switched Payment on, the invoice is created for the agreed total.
They then see a short numbered Next steps list on the same page. One step is active at a time, and only that step carries a button.
5. They sign the contract
The first step is the agreement. They read it, fill in any client fields you left for them, then sign by drawing or typing.
The contract then sits at Signed, waiting for your counter-signature, because a proposal's agreement starts on Sign manually. Choose Use saved signature in the proposal's contract builder instead and it goes straight to Completed. Either way, your signature is never what holds up the client. See Sending and signing.
6. They pay
The second step is money. It names the amount, for example Pay the deposit, and opens the payment options right there rather than sending them somewhere else. They pay by card if you have Stripe connected, or follow your own instructions and press I've made this payment so you can confirm it.
7. The booking appears, confirmed
The booking is created once they have signed and paid, and only if you switched on Create a booking when building the proposal. It arrives confirmed and lands on your Calendar. The client is moved to their own booking page, which becomes the place the rest of the job is run from.
If you connected Google Calendar, the date blocks out against everything else you have on.
8. You gather the details
Now send a questionnaire for the timeline, addresses, family groupings and shot lists. A booking service can send this for itself on a schedule, so you do not have to remember.
Questionnaires are their own thing. They are never part of a proposal.
9. You deliver the gallery
After the shoot, deliver in a branded gallery. Your cover, your typeface, your colors. The client opens one link, not a generic download page.
10. They pick their selections
Clients star photos into named collections and send the list back to you. That is exactly what you want for an album or a print order. You can also create a selection request, addressed to one email with a brief and an optional maximum, so they know precisely what to choose. It lives in the gallery editor's chapter sidebar, under Selection requests.
11. They pay the balance
If the invoice had a payment schedule, the remaining amounts are already on it with their own due dates. Switch on invoice reminders and CoreHue chases a late one for you.
The short version
Not every job needs all eleven steps. A portrait client booking a Tuesday afternoon does steps 1, 5, 6, 7, 9 and 10 in a single sitting on your booking page: they pick a time, sign the contract, pay, and the booking confirms itself before they close the tab. See Direct booking.
The proposal path exists for the jobs that need a conversation first.
Why this matters
Every one of those moments, the inquiry, the proposal, the contract, the gallery, looks and feels like your studio. That consistency is what makes a small business feel established and trustworthy. Your client gets one calm experience, and you get one place to run all of it.
Next step
Ready to set it up for the way you shoot? Start with your first 30 minutes, or read a playbook for weddings, portraits, mini sessions or commercial work.
Questions? Email us at hello@corehue.co.