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Business Profile

Quick Reference​

Your business profile is how clients see your photography business. It includes your business name, logo, contact information, and branding that appears on quotes, contracts, invoices, and your client portal.

Key Profile Elements:

  • Business Name - Your photography business or studio name
  • Logo - Brand image displayed on all client-facing materials
  • Contact Info - Phone, email, address, website
  • Service Areas - Locations where you offer photography services
  • Social Media - Links to your Instagram, Facebook, portfolio, etc.
  • Tax & Legal - Tax ID, business registration (for invoicing)

Access Business Profile: Settings → Business Profile

Quick Tips:

  • Upload a square logo (512x512px PNG with transparent background)
  • Use a professional business email address
  • Add all service areas where you accept bookings
  • Complete all fields for professional client communications

Detailed Guide​

Your business profile is the face of your photography business in ShootPath. Every quote, contract, invoice, and gallery your clients receive displays your business information. Setting it up professionally builds trust and makes your business look polished.

Accessing Business Profile Settings​

  1. Click your profile photo or initials (top-right corner)
  2. Select Settings
  3. In the left sidebar, click Business Profile

You'll see all your business configuration options organized into sections.

Business Name and Tagline​

Business Name​

What it is: Your official photography business or studio name. This appears at the top of quotes, contracts, invoices, and your client portal.

Examples:

  • "Crashing Elegance Photography"
  • "Emma Chen Photography"
  • "Mountain View Studios"
  • "Sarah Miller - Wedding Photographer"

How to set it:

  1. Go to Business Profile
  2. Enter your business name in the "Business Name" field
  3. Click Save Changes
Professional vs. Personal

If you're a solo photographer, you can use either your business name ("Timeless Moments Photography") or your personal name ("John Smith Photography"). Choose what you want clients to see on all your documents.

Tagline (Optional)​

A short phrase that describes your photography specialty or brand promise.

Examples:

  • "Capturing Your Love Story"
  • "Fine Art Wedding Photography"
  • "Authentic Family Portraits"
  • "Documentary-Style Wedding Photography"

Where it appears:

  • Below your business name on quotes
  • Email signature (if enabled)
  • Client portal header

Character limit: 100 characters

Logo and Branding​

Your logo is the most visible part of your brand. It appears on:

  • Quotes (top-left corner)
  • Contracts (header)
  • Invoices (header)
  • Client portal (navigation bar)
  • Email templates (if enabled)
  • PDF exports

Recommended specifications:

  • Format: PNG with transparent background (preferred) or JPG
  • Size: 512x512 pixels (minimum 256x256)
  • Aspect ratio: Square (1:1) or slightly rectangular (4:3)
  • File size: Under 2MB
  • Color: Full color, or black/white for minimal designs

How to upload:

  1. Go to Business Profile > Logo
  2. Click Upload Logo or drag-and-drop your file
  3. Preview how it looks
  4. Click Save Changes

Preview areas: After uploading, you'll see previews of how your logo appears on:

  • Quotes
  • Contracts
  • Invoices
  • Client portal
Logo Design Tips
  • Simplicity: Clean, simple logos work best at small sizes
  • Legibility: Text in your logo should be readable when small
  • Contrast: Ensure your logo is visible on both light and dark backgrounds
  • Professional: If you don't have a logo, consider using your business name in a nice font until you can work with a designer

To replace: Simply upload a new logo - it overwrites the old one immediately.

To remove: Click Remove Logo (next to the preview). Your business name will be used instead.

Contact Information​

Your contact info appears on all client-facing documents and helps clients reach you.

Business Email​

What it is: The primary email address for your business. Clients see this on quotes, contracts, and invoices.

Best practices:

  • Use a professional email address: you@yourbusiness.com or info@yourstudio.com
  • Avoid personal emails like johndoe123@gmail.com (looks unprofessional on contracts)
  • Make sure you check this email regularly

How to set it:

  1. Go to Business Profile > Contact Information
  2. Enter your email in "Business Email"
  3. Click Save Changes
Different from Login Email

Your business email (what clients see) can be different from your login email (what you use to sign into ShootPath). For example:

  • Login email: john@gmail.com
  • Business email: john@johnstudiosphoto.com

Clients only see the business email.

Phone Number​

Your business phone number. Clients see this on quotes and invoices.

Format: ShootPath accepts any format, but we recommend:

  • US: (555) 123-4567
  • International: +44 20 1234 5678

Pro tip: Add a phone number even if you prefer email. Some clients prefer calling, especially for urgent matters or last-minute questions.

Business Address​

What it is: Your studio address or business location. This appears on:

  • Quotes (optional, can be hidden)
  • Invoices (required for tax purposes in many jurisdictions)
  • Contracts (optional)
  • Client portal footer

How to enter:

  1. Go to Business Profile > Address
  2. Fill in:
    • Street Address
    • City
    • State/Province
    • Postal Code
    • Country
  3. Click Save Changes

Privacy considerations: If you work from home and don't want clients to have your home address, you can:

  • Use a PO Box or mail forwarding service
  • Use a co-working space address
  • Hide the address from quotes (Settings > Quote Settings)
Required for Invoicing

Many countries require business addresses on invoices for tax and legal purposes. Check your local regulations.

Website​

Your photography portfolio or business website.

Where it appears:

  • Client portal (clickable link in footer)
  • Email signature (optional)

Format: Include https:// - e.g., https://www.yoursite.com

Service Areas​

Service areas tell clients where you're available to shoot. This is especially useful if you serve multiple cities or regions.

Why Set Service Areas?​

Client clarity: When potential clients view your contact form or public-facing pages, they can see if you serve their location.

Lead qualification: You can automatically ask leads where their event/session is located and prioritize those in your service areas.

Marketing: If you advertise in multiple regions, service areas help you track which locations generate the most bookings.

Adding Service Areas​

  1. Go to Business Profile > Service Areas
  2. Click Add Service Area
  3. Enter a city, region, or area name (e.g., "Seattle, WA", "Greater Boston Area", "Southern California")
  4. Optionally, set a travel fee for that area
  5. Click Save

Examples:

  • "Denver, CO" (no travel fee - your home base)
  • "Boulder, CO" ($150 travel fee)
  • "Colorado Springs, CO" ($200 travel fee)
  • "Destination (worldwide)" ($500+ depending on location)

Primary Service Area​

Mark one service area as Primary. This is your home base where you primarily operate.

Why it matters:

  • Appears first in lists
  • Used as the default location for quotes
  • Some reports group data by primary vs. other service areas

Removing Service Areas​

Click the trash icon next to a service area to remove it. This doesn't affect existing jobs - only future leads and quotes.

Add links to your social media profiles and portfolio sites. These appear in the client portal footer, helping clients find and share your work.

Supported Platforms​

ShootPath automatically detects and displays icons for:

  • Instagram
  • Facebook
  • Pinterest
  • TikTok
  • YouTube
  • LinkedIn
  • Twitter/X
  • Custom portfolio sites
  1. Go to Business Profile > Social Media
  2. Click Add Social Link
  3. Select the platform from the dropdown
  4. Enter your profile URL (full URL including https://)
  5. Click Save

Examples:

  • Instagram: https://www.instagram.com/yourhandle
  • Facebook: https://www.facebook.com/yourpage
  • Portfolio: https://www.yourportfolio.com

Display: In the client portal, these appear as icon buttons in the footer. Clients can click to visit your profile.

Instagram is King for Photographers

If you only add one social link, make it Instagram. Most photography clients discover and follow photographers there.

For professional invoicing and legal compliance, you can add tax and business registration details.

Tax ID / EIN​

What it is: Your business tax identification number. In the US, this is your EIN (Employer Identification Number) or SSN if you're a sole proprietor.

Where it appears:

  • Invoices (optional, based on your settings)
  • Tax reports
  • Used for 1099 forms if you work with other businesses

How to add:

  1. Go to Business Profile > Tax Information
  2. Enter your Tax ID / EIN
  3. Click Save Changes

Privacy: Tax IDs are never shown to clients unless you explicitly enable it in invoice settings.

Keep it Private

Only add your tax ID if you need it on invoices or for business reporting. Most photographers don't display it publicly.

Business Registration / License​

Some regions require business licenses or registration numbers for service providers.

Examples:

  • Business license number
  • Sales tax permit number
  • Photography permit or registration

How to add:

  1. Go to Business Profile > Legal
  2. Enter your Business Registration Number
  3. Add a label (e.g., "Business License #")
  4. Click Save Changes

Where it appears:

  • Contracts (optional, based on settings)
  • Invoices (optional)

How Business Info Appears to Clients​

Your business profile information is used throughout ShootPath's client-facing features. Here's where clients see your info:

Quotes​

Displayed:

  • Business name (top of page)
  • Logo (if uploaded)
  • Tagline (below business name)
  • Contact email and phone
  • Business address (optional)

Example quote header:

[Your Logo]
Crashing Elegance Photography
Capturing Your Love Story

Emma Chen
emma@crashingelegance.com
(555) 123-4567

Contracts​

Displayed:

  • Business name (header)
  • Logo (header)
  • Contact information (signature block)
  • Business address (if required)

Example contract signature block:

Crashing Elegance Photography
Emma Chen
emma@crashingelegance.com
(555) 123-4567

[Client signature]                    [Your signature]

Invoices​

Displayed (required for legal invoices):

  • Business name
  • Logo
  • Business address
  • Contact email and phone
  • Tax ID (optional)
  • Business registration (optional)

Example invoice header:

[Your Logo]

Crashing Elegance Photography
123 Main Street, Suite 200
Seattle, WA 98101
emma@crashingelegance.com
(555) 123-4567
Tax ID: 12-3456789

Client Portal​

Displayed:

  • Logo (navigation bar)
  • Business name (if no logo)
  • Contact information (footer)
  • Social media links (footer icons)
  • Website link

Example client portal footer:

© 2024 Crashing Elegance Photography
emma@crashingelegance.com | (555) 123-4567
123 Main Street, Seattle, WA 98101

[Instagram icon] [Facebook icon] [Portfolio icon]

Email Templates​

When you send emails to clients through ShootPath:

Displayed:

  • Your name (from line)
  • Business email (reply-to)
  • Email signature (if enabled): 
    Emma Chen
    Crashing Elegance Photography
    emma@crashingelegance.com
    (555) 123-4567
    www.crashingelegance.com

Common Business Profile Scenarios​

Solo Photographer​

Recommended setup:

  • Business name: "Emma Chen Photography" (personal name + photography)
  • Logo: Simple logo with your name or initials
  • Contact: Personal business email and phone
  • Address: Home address (or PO Box if preferred)
  • Service areas: Your city + surrounding areas

Why: As a solo photographer, clients want to feel they're working directly with you. Using your name builds personal connection.

Photography Studio​

Recommended setup:

  • Business name: "Timeless Moments Studio" (studio name, not personal)
  • Logo: Studio branding (not individual photographer)
  • Contact: Studio email (info@timelessmoments.com) and main phone line
  • Address: Studio location
  • Service areas: All regions you serve

Why: Studios benefit from brand identity separate from individual photographers. This makes it easier to scale and have multiple photographers under one brand.

Part-Time Photographer​

Recommended setup:

  • Business name: Your choice (personal name or creative business name)
  • Logo: Optional - you can start without one
  • Contact: Dedicated business email (even if it forwards to personal)
  • Address: Can omit if you don't have a studio
  • Service areas: Just your local area

Why: Even part-time photographers should present professionally. A business email and clear contact info build credibility.

Destination Wedding Photographer​

Recommended setup:

  • Business name: Your brand name
  • Logo: Professional logo showcasing your style
  • Contact: Business email and phone (with international calling if you travel abroad)
  • Address: Home base city/state (full address optional)
  • Service areas:
    • Your home city (no travel fee)
    • "US Nationwide" ($500 travel fee)
    • "International Destinations" (contact for pricing)

Why: Destination photographers need to clearly communicate they travel while showing where they're based.

Updating Business Information​

When to Update Your Profile​

Update your business profile when:

  • You rebrand or change your business name
  • You move to a new studio or location
  • You get a new business phone number or email
  • You redesign your logo
  • You expand (or reduce) your service areas
  • You get business licenses or tax IDs
  • Your social media handles change

How Updates Affect Existing Content​

Quotes, contracts, invoices already sent: Documents that were already sent to clients use a snapshot of your business info at the time they were created. Updating your profile doesn't change old documents.

Example:

  • You sent a quote in January with your old logo
  • You update your logo in February
  • The January quote still shows the old logo
  • New quotes sent in February use the new logo

Why this matters:

  • Legal consistency - contracts reflect what you agreed to at signing
  • Client experience - prevents confusion if your branding changes mid-project

Active jobs: Jobs in progress will start using your new business info for newly generated documents (invoices, follow-up emails, gallery pages).

Business Profile Best Practices​

Professional Presentation​

Use high-quality images: Your logo should be crisp and clear, not pixelated. Invest in a professional logo design if possible.

Complete all fields: Empty fields look unprofessional on quotes and invoices. Even if optional, fill in what you can.

Consistent branding: Use the same business name, logo, and contact info across ShootPath, your website, social media, and business cards.

Check local requirements: Some regions require specific information on invoices:

  • Business address (most jurisdictions)
  • Tax ID (EU VAT, US sales tax)
  • Business registration numbers

Update promptly: If your legal business details change (address, tax ID), update them immediately to ensure compliance.

Client Trust​

Use a business email: Personal emails like johndoe123@gmail.com look unprofessional. Get a custom domain (you@yourbusiness.com) even if you forward it to Gmail.

Verify contact info: Test your own contact methods - call your business phone, send a test email - to ensure clients can reach you.

Professional social media: Only link social accounts that showcase your photography. Avoid personal accounts with unrelated content.

Troubleshooting Business Profile​

"My logo looks blurry on quotes"​

Cause: Logo resolution too low or not uploaded at recommended size

Solution:

  1. Export your logo at 512x512 pixels minimum (or 1024x1024 for retina displays)
  2. Use PNG format for best quality
  3. Re-upload to ShootPath

"Clients see the wrong email address"​

Cause: Business email in profile doesn't match the email you want displayed

Solution:

  1. Go to Business Profile > Contact Information
  2. Update Business Email to the correct address
  3. Save changes
  4. Future quotes/invoices will show the new email
  5. Already-sent documents won't change (this is intentional)

"My address doesn't format correctly on invoices"​

Cause: Missing fields or incorrect state/country

Solution:

  1. Ensure all address fields are filled (street, city, state, postal code, country)
  2. Use standard state abbreviations (CA, NY, TX)
  3. Select country from dropdown (don't type it)

"Social media icons don't appear"​

Cause: URL format incorrect or platform not recognized

Solution:

  1. Include https:// in the URL
  2. Use the full URL (e.g., https://www.instagram.com/yourhandle, not just yourhandle)
  3. If using a custom portfolio, it will show as a generic link icon

What's Next?​

Now that your business profile is set up, configure other account settings:

User Preferences - Customize notifications, timezone, and display settings

Security Settings - Enable 2FA and secure your account

Account Setup Overview - Return to the account setup checklist

Or explore business configuration:

Packages - Set up photography packages and pricing

Email Templates - Create reusable email messages for clients

Integrations - Connect Stripe for payments, Gmail for emails, and more

Questions? Look for the help links throughout ShootPath, or reach out to support if you need assistance!