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Pre-Launch Testing

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over a year ago

Settings to Check Prior to Launch

  1. Settings - My Company

    1. Confirm

      1. General (timezone, currency, measurments)

      2. Contact

      3. Branding - this is how your Order Page/Agent Portal will look

  2. Default Agent Payment Plan

    1. When will your agents pay?

      1. Confirm "Default Agent Payment Plan"

    2. How will you get paid?

      1. Setup your Payment Processor here

Photographer User Type to Check Prior to Launch

  1. Look over your photogapher(s) account here

  2. Each Photographer should have

    1. Google Calendar Integrated - this is where we set time off

    2. Launch Location Added (this must be done for Automatic Scheduling to work)

    3. Services & Entry

      1. Confirm each photographer has all Service Categories and Entry Methods added

        1. This can limit automatic scheduling to work if not set correctly

    4. Working Days & Hours

      1. Beginning of Day - this is the time you leave your launch location

        1. This is NOT the time of your first appointment

      2. End of Day - this it the time you will arrive homwe

        1. This is NOT the time of your last appointment

    5. Service Areas

      1. You must add the Service Area(s) in which this photographer will accept jobs - this can cause automatic scheduling to not work properly

Place a Test Order

  1. Place an order under your agent record

    1. Click Universal Search


      1. ​

    2. Search for your name & click Place Order

    3. Your Order Page will Open

      1. Make sure you have Services and Bundles as you like them

      2. Continue through the entire order process

        1. Listing Details - are the appropriate questions showing?

          1. Modify them here

        2. Additional Services

          1. Are your Add ons set?

            1. Overview on the 2 methods on setting your add ons

        3. Contact Info

          1. Nothing to Modify here - Click Next

        4. Schedule Appointment

          1. If you do not have availability please check this guide

        5. Order Confirmation

          1. Agree to the Terms and Conditions and Submit the Order

            1. You will not be charged for this submission. Spiro Fees come when you complete a job in the Photographer portal

Reschedule an Appointment

Rescheduling an appointment (assigning a different date and time) is a common activity you will use in the system. Let's take the test order you just placed and change the date and time.

  1. In the Admin Panel Click on Orders

  2. Edit the order you just placed

  3. Click Reschedule

  4. Input:

  5. Click Save

Go Through The Shoot Day Process in the Photographer Portal

Follow this Guide

Upload Media

Follow this Guide

You have successfully taken a job from beginning to end! If you are able to work your way through these processes your system is setup correctly!

The last step is to link your order page on your website. Follow this Guide!

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