How do you keep track of your clientele?

NedM

No longer a newbie, moving up!
Joined
Jan 6, 2014
Messages
390
Reaction score
64
Location
USA
Can others edit my Photos
Photos OK to edit
*I do apologize in advance if this has been posted in the wrong section.

I started my photography business about 2 years ago. I had no idea what was I doing but I knew I needed to dive into it if I ever wanted to get somewhere. At that time, I only had a few clients a year and maybe one or two weddings, so it was very easy to keep track of my clients.

For each client, I would use iCloud's notes to keep track of who they were, what they wanted, and how much I charged.
For example,
John Doe
Family Session
Package B -$150
Deposited: $60

Come back to present day and business is booming, (hooray!) but now I am having trouble keeping track of all my clients and their respective info. It's overwhelming. I like using iCloud's notes feature and it has helped a lot but I feel there is a more effective way.

I guess what I am asking is how do you keep track of your clients and stay organized? What can I do? I am thinking about going traditional and just use a notebook. Paper has never failed me and I always seem to remember more when I write things down.
 
OP
NedM

NedM

No longer a newbie, moving up!
Joined
Jan 6, 2014
Messages
390
Reaction score
64
Location
USA
Can others edit my Photos
Photos OK to edit
There are a million software packages designed just for this, however, most are monthly subscription services, and IMO, over-priced. I just use a plain, old Excel spreadsheet.

I just started using Excel yesterday and I love it! It does everything I need it to do. Thanks!
 

tirediron

Watch the Birdy!
Staff member
Supporting Member
Joined
Jul 8, 2005
Messages
45,747
Reaction score
14,802
Location
Victoria, BC
Website
www.johnsphotography.ca
Can others edit my Photos
Photos OK to edit

JacaRanda

Hobbyist Birdographer
Joined
Mar 20, 2012
Messages
5,472
Reaction score
2,627
Location
Orange County California
Can others edit my Photos
Photos OK to edit
Dabbled with it years ago also. Gotta love free and functional.

I like having things tied together though. Google and Android etc.
 

vintagesnaps

Been spending a lot of time on here!
Joined
Jan 13, 2013
Messages
8,834
Reaction score
2,868
Location
US
Can others edit my Photos
Photos NOT OK to edit
I always seem to remember more when I write things down.

That's because the process of writing something down helps you remember it (it's not just having the note to refer back to). FWIW. Which may not be much...

Excel is probably a good option to make it manageable and accessible.
 

Most reactions

New Topics

Top