Workflow
Client onboarding that runs while you create
Forms, the portal, and automations on Essentials give every client one calm path from “yes” to kickoff, built by you in TalleFlow.
Who this is for
Photographers and event planners
Win the job, then send the same calm kickoff every time instead of rebuilding welcome emails, questionnaires, and contracts by hand.
DJs and photo booth businesses
Collect event details, the signed contract, and the deposit for every booking through one repeatable path.
Your clients, not your account
This page is about onboarding your clients in TalleFlow, not hiring an agency. New to TalleFlow yourself? Our FAQs cover in-app tips plus optional live walkthroughs.
The onboarding path
Client onboarding workflows you build in TalleFlow: intake forms, questionnaires, welcome documents, automations, and the branded portal. Four steps take a client from “yes” to kickoff.
Step 1
Intake form or questionnaire
A branded Unlayer lead form creates the contact and project. Portal questionnaire answers land on that same contact and project. See lead forms and scheduling.
Step 2
Automation sends the welcome
On Essentials, workflow automation sends the welcome email, creates tasks, and moves the project to the next stage.
Step 3
Client finishes in the portal
Clients complete questionnaires, sign the contract, and pay the deposit in the client portal.
Step 4
You create, they keep moving
You shoot or plan while portal updates, plus reminders on Essentials, keep clients on track.
Onboarding packets you control
Build welcome guides, kickoff checklists, and intake forms in Unlayer. You choose what goes in each packet for your kind of work.
Explore more features
Workflow automation
Automations that advance the job
Trigger the next step when a form or questionnaire is submitted, a contract is signed, or a payment arrives. Visual automations run on Essentials and Lifetime. See workflow automation.
From new lead to booked consult
A new lead form can send the welcome email and book the consult. When the client signs and pays, move the project forward and share your welcome materials.
No digging through email threads
Questionnaires, signatures, and invoices sit together, so clients know where to go next.
Client portal
The portal is the client’s home base
Clients open a magic link with no new password. They finish questionnaires, sign contracts, and pay invoices and tips in one place, with your logo and brand colors. See the client portal.
Deposits and milestones
Get paid during onboarding
Send the deposit invoice beside the contract, then split the rest into milestones. Clients pay by card or bank transfer on your Stripe Connect account. See invoices and payments.
Card or bank transfer
Freelancer includes a $10 one-time invoice send pass (Stripe fees still apply). Essentials includes unlimited invoicing.
Setup help for you
In-app tips
Get started with in-app tips plus optional live walkthroughs.
A walkthrough when you want one
Prefer a guided setup? Book a demo for a walkthrough.
Priority support on Essentials
Essentials and Lifetime receive priority support and onboarding guidance. Freelancer includes standard support.
Essentials Early Adopter
$39/mo $25/mo or $399/yr $249/yr while your subscription stays continuously active. Adds unlimited invoicing, visual automations, and email marketing.
Pricing
Pricing while you build the workflow
Start on Freelancer for free to set up documents, scheduling, the portal, and invoicing with a $10 one-time invoice send pass (Stripe fees still apply). Compare every plan on our pricing page.
How it’s different
Your own client workflow in TalleFlow, not an agency service
Forms, contracts, and invoices live next to the project and the portal
Clients open a magic link, with no new password to remember
Questions, answered
Is this white-glove agency onboarding?
No. It is your client workflow in TalleFlow, built from forms, automations, and the portal. If you want hands-on help setting it up, book a demo for a walkthrough.
Can I start on Freelancer?
Yes. Freelancer covers documents, scheduling, the portal, and invoicing with a $10 one-time invoice send pass (Stripe fees still apply). Visual automations are on Essentials and Lifetime.
Do clients need a TalleFlow account?
No. Clients are contacts who open a magic link to the client portal, with no new password.
Which onboarding steps can run automatically?
On Essentials, automations react when a form or questionnaire is submitted, a contract is signed, or a payment arrives. They can send emails, create tasks, and move the project to the next stage.
How do clients pay the deposit?
Clients pay by card or bank transfer on your Stripe Connect account from the client portal. Stripe processing fees still apply.
Can photo booth businesses use this workflow?
Yes. Photo booth businesses use the same path for event details, contracts, and deposits. Snappic runs the booth experience. TalleFlow runs the business side. The Snappic integration is available on paid plans. See CRM for photo booths and the Snappic integration.
Can I move from another CRM?
Yes. Import your contacts from a CSV or XLSX file and map the columns, then set up active projects in TalleFlow. See CRM migration.
Build your client onboarding path free
Build the client path yourself, or book a demo if you want a guided walkthrough.