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Inviting Your First Client

Add clients and invite them to your Seleckt portal

Inviting Your First Client

Seleckt's client system keeps all your client information, shared galleries, invoices, and contracts in one organized place. This guide shows you how to add a client, invite them to the portal, and what the experience looks like from their side.

Adding a Client Manually

  1. Go to Clients in the sidebar navigation.
  2. Click Add Client in the top-right corner.
  3. Fill in the client details:
    • First Name (required) — The client's first name.
    • Last Name (optional) — The client's last name.
    • Email (optional but recommended) — The email address you will use to send invites, invoices, and gallery links.
    • Phone (optional) — A phone number for the client (up to 20 characters).
  4. You can also fill in additional fields if you have the information:
    • Billing Address — Street address, city, state, postal code, and country. This appears on invoices.
    • Shipping Address — If different from billing.
    • Currency — The client's preferred currency for invoices and quotes.
    • Default Tax Rate — A tax rate specific to this client (overrides your account-level default).
    • Notes — Private notes visible only to you (up to 5,000 characters). Use this for shoot preferences, important dates, or anything you want to remember.
    • Tags — Add up to 20 tags to organize your clients (e.g., "wedding", "corporate", "VIP", "2026").
  5. Click Save.

Your client is now added to your client list. They do not have portal access yet — that comes when you send an invite.

Tip: Even if you do not have all the details upfront, create the client with just a name and email. You can fill in the rest later. Having the client in your system early means you can start linking galleries, invoices, and contracts right away.

Importing Clients from CSV

If you have a list of clients in a spreadsheet, you can import them in bulk instead of adding them one by one.

  1. Go to Clients in the sidebar navigation.
  2. Click the Import button (or look for the import option in the menu).
  3. Prepare your CSV file with the following columns:
    • firstName (required)
    • lastName
    • email
    • phone
    • billingLine1, billingLine2, billingCity, billingState, billingPostalCode, billingCountry
    • shippingLine1, shippingLine2, shippingCity, shippingState, shippingPostalCode, shippingCountry
    • currency
  4. Upload your CSV file.
  5. Seleckt checks for duplicates automatically. If an email in your CSV matches an existing client, you can choose to skip or update the existing record.
  6. Review the preview and click Import.

You can import up to 500 clients per batch.

Tip: Export your contacts from your existing CRM or email provider as a CSV and map the columns to match the names above. It saves hours compared to manual entry.

Sending a Client Invite

Adding a client to your list does not automatically give them portal access. To let a client log in and interact with galleries, invoices, and contracts, you need to send them an invite.

  1. Go to Clients and open the client's profile.
  2. Click Send Invite.
  3. An invitation email is sent to the client's email address.

That is it on your end. The client takes it from here.

Tip: You can also invite a client when you share a gallery with them for the first time. Seleckt will prompt you to send an invite if the client does not have a portal account yet.

What Your Client Sees

Here is what happens after you send the invite:

1. They Receive the Invitation Email

The client gets an email from Seleckt with a personalized invitation. The email includes your business name and a button to accept the invite.

2. They Create a Portal Account

When the client clicks the button, they are taken to a registration page where they:

  1. See their name and email pre-filled from the invite.
  2. Create a password (same requirements as photographer accounts: 8+ characters, uppercase, lowercase, and a number).
  3. Check the PDPA consent checkbox.
  4. Click Create Account.

3. They Land in Their Client Portal

Once registered, the client is taken to their portal dashboard. From here they can:

  • View shared galleries — Browse photos, leave comments, and make selections.
  • Pay invoices — See any outstanding invoices and pay them online.
  • Sign contracts — Review and e-sign contracts you have sent.
  • Download deliverables — Access final photos and files you have shared for download.

Everything is organized and easy to navigate. Clients do not need to install an app or create a separate account anywhere else.

Managing Your Clients

After adding clients, the Clients page becomes your central directory. Here are a few things you can do:

View Client Activity

Open any client's profile to see a timeline of all interactions:

  • Galleries shared and viewed
  • Invoices sent and paid
  • Contracts sent and signed
  • Selections made
  • Comments left

Edit Client Details

Click Edit on a client's profile to update their name, email, phone, address, notes, or tags at any time.

Search and Filter

Use the search bar on the Clients page to find clients by name or email. Use tags to filter your list — for example, show only clients tagged "wedding" or "2026".

Client Notes and Tags

Notes and tags are powerful organizational tools:

  • Notes are private. Clients never see them. Use them for internal reminders like "prefers outdoor locations" or "referred by Alex".
  • Tags let you group clients. Add tags like "VIP", "corporate", or the year of the booking for quick filtering.

Frequently Asked Questions

Can I add a client without an email?

Yes. The email field is optional when adding a client. However, without an email you will not be able to send them an invite, invoices, or gallery links through Seleckt. You can always add the email later.

What if the client already has a Seleckt account?

If the client already registered on Seleckt (for example, through another photographer's invite), they will be linked to your client record when they accept your invite. They use the same portal account for all their photographers.

Can I remove a client?

You can archive or remove clients from your list. Archiving keeps the history intact but hides them from your active client view.

Is there a limit on how many clients I can add?

There is no hard limit on the number of clients in your account. Bulk imports are capped at 500 per batch, but you can run multiple imports.

Next Steps

Now that you have added a client and sent an invite, here is what to do next:

For a full overview of all Seleckt features, head back to the Help Center home.

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