Dubsado Post-Session Workflow Guide for Photographers

By Ema Katiraee, Certified Dubsado Specialist

TL;DR: A post-session workflow in Dubsado automates the follow-up after every photography session, including the thank you email, gallery delivery, testimonial request, and future offers. Set it up once and it runs automatically after each session.

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Your photo session is done and your client had a great experience. Now it's time to follow up, and Dubsado can handle most of it for you automatically.

What to Include in Your Post-Session Workflow

Here are the most common steps photographers include in their post-session workflows:

Step 1: Thank You Email

Right after the session ends, send a thank you message. Use this email to:

• Thank your client for choosing you

• Let them know you enjoyed working with them

• Remind them when to expect their gallery

This first touchpoint shows that you care and sets clear expectations.

Send a thank you email after the session

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Step 2: Deliver the Photo Gallery

Once the gallery is ready, send it through Dubsado using a simple email. You can link to your gallery platform (like Pic-Time or Pixieset).

You can add a to-do before this step so you remember to paste the correct gallery link into the email before it sends. That way, you can keep the workflow automated while still customizing the gallery delivery.

If you’re not sure how to add a gallery link using a to-do step, check out my blog post: How to Send Photo Galleries to Clients with Dubsado

Send the photo gallery

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Step 3: Request a Testimonial or Review

Use this step to ask your client for feedback. You can:

• Send a Dubsado form to collect a testimonial

• Share a Google Review link

• Send them to a form built in Typeform, Airtable, or Google Forms if you prefer the responses to go into a spreadsheet or database

If you use a Dubsado form, you can also add a step in the workflow to send them a reminder if they don’t submit it within a few days. You can also automate a thank you email once they submit their feedback.

This small step can lead to more reviews that build trust with future clients.

Ask for a testimonial or feedback

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Step 4: Invite Them to Work with You Again

Once the gallery and testimonial are sent, you can follow up with an email that:

• Offers a discount for future sessions

• Shares seasonal mini session dates

• Invites them to turn their photos into albums or prints by submitting a form where they can place an order

You don’t have to guess when to follow up. Dubsado can send this message for you, even months later. This allows you to stay top of mind with your past clients and can help increase your bookings.

Invite clients to work with you again - via albums, prints or other offers

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How to Start a Post-Session Workflow in Dubsado

There are two ways to start your workflow: automatically or manually.

Option 1: Start Automatically

You can connect your post-session workflow to your main session workflow using the Start a New Flow action.

To do this:

• Use “after appointment has ended” if your session was booked with a scheduler

• Use “after project start date” if you manually set the session date.

Option 2: Start Manually

You can also start your post-session workflow manually. This works best if you want more control over the timing or if you have multiple post-session workflow options.

To start a workflow manually:

1. Go to the client’s project → Flows

2. Click Start a Flow

3. Choose your post-session workflow from the dropdown

4. Click Start flow

That’s it. Your workflow will start running based on the steps you’ve added.

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Tutorial: Build your Post Session Workflow in Dubsado

Prefer to see the setup in action? I’ve created a step-by-step video showing you exactly how to build your post-session workflow in Dubsado.

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See the Complete Guide for Photographers

For a full overview of how Dubsado works for photographers from inquiry to gallery delivery, read Dubsado for Photographers: The Complete Guide. And if you want the general step-by-step breakdown of building any Dubsado workflow from scratch, see the full guide here.

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Want Dubsado Built Properly For Your Photography Business?

The follow-up after a session is one of the easiest parts of your process to automate and one of the most commonly skipped. If you'd rather have it built properly than piece it together yourself, book a discovery call and let's talk about what a complete photography setup looks like.