Peak season doesn’t just test your creativity—it pushes your time management to the limit. With back-to-back sessions, editing marathons, and nonstop emails, it’s easy to feel overwhelmed. That’s why now is the perfect time to lean on one of Iris Works’ most powerful features: automated workflows.

If you’ve never set up a workflow before (or if yours could use a refresh), this guide will walk you through exactly how to build one that works for you.

What Is a Workflow in Iris Works?

A workflow is a series of automated steps that help you manage client communication and back-end tasks. Once triggered, Iris Works will send emails, assign questionnaires or contracts, and even remind you of manual to-dos—no effort required on your part.

You can build different workflows for different types of sessions—like weddings, seniors, or family minis—and reuse them over and over again.

Step 1: Map Out Your Client Journey

Before you dive into Iris, sketch out your typical session process. Think through every step:

• Inquiry response
  
  
• Booking & contract
  
  
• Session reminders
  
  
• Pre-session questionnaire
  
  
• Gallery delivery
  
  
• Follow-up or review request
  
  

This outline becomes your foundation for building a workflow.

Step 2: Create Your Email Templates

Workflows in Iris pull from your saved templates. Make sure you have emails drafted for each stage of the session process. For example:

• “Thanks for your inquiry!”
  
  
• “Your session is coming up soon”
  
  
• “Gallery delivery + next steps”
  
  
• “We’d love a review!”
  
  

Pro tip: Add personalization using smart fields so each message feels customized, even when automated.

Step 3: Build Your Workflow in Iris

Head to the “Workflows” section in Iris and create a new one. You’ll be able to:

• Assign emails to send automatically at key times (e.g. 3 days before session)
  
  
• Add tasks for yourself (like confirming location or backing up images)
  
  
• Attach contracts, invoices, or questionnaires to send on schedule
  
  

You can tie the workflow to specific job types or assign it manually when you create a new job.

Step 4: Test and Refine

Once your workflow is set up, do a test run. Set up a test job, apply the workflow, and check your email timing and task assignments. You can edit the workflow at any time and even create variations depending on the type of client experience you want to offer.

Why Workflows Matter During Peak Season

When your calendar is full, even small admin tasks become stressful. Automating your emails and forms ensures nothing slips through the cracks—and it gives you space to focus on your sessions, not your inbox.

Whether you’re handling 10 jobs or 50, workflows help you stay professional, responsive, and sane.

Need help getting started? Use Iris Works’ prebuilt templates as a starting point and customize them for your brand.