Glossary

Every tool names things slightly differently. If you have come from Pixieset, Pic-Time, HoneyBook or Dubsado, a few CoreHue words will look familiar and mean something a little different. This page defines them, grouped by where you meet them rather than alphabetically. Read one section and you understand a whole area.

For where each of these lives on screen, see Getting around.

People

Contact. One person or business in your address book. Every booking, invoice, proposal, contract, questionnaire and message belongs to a contact. Contacts appear under Contacts, and most of them create themselves when someone inquires, books or fills in a form.

Lead and Client. The two types a contact can be, set by Contact type when you add or edit one. A Lead is someone who has not committed yet. A Client is someone who has. CoreHue moves a lead up to client on its own when they get a booking, make a payment or sign a contract. That change only ever runs in that direction, but you can set the type either way yourself.

Inquiry. A request that arrives through one of your inquiry services: a name, an email, the service they asked about, their message and how they found you. An inquiry is a live conversation, not a booking, and nothing is held or charged. Inquiries live under Bookings → Inquiries. You cannot add one by hand. They only arrive from the public form.

Bookings

Booking service. A thing you offer, set up under Bookings → Services: the name, the price, how long it runs, where it happens, and what you collect before it is confirmed. A service is what a client actually books.

The three modes. Each service is one of three, chosen when you create it and fixed afterwards. Inquiry means clients send you a message and you decide what to send back. Direct booking means clients pick a time and book it themselves. Mini sessions means clients pick from short slots on specific dates you have laid out.

Booking. One session in your calendar, for one contact. It carries the date, the time, the location, the documents attached to it, and where its payment has got to. Bookings appear under Bookings → All bookings and on the Calendar.

Pending and Confirmed. A pending booking is still waiting for something: a payment, a signature, an answer, or your approval. A confirmed booking has everything it needs and is happening. A booking confirms itself the moment the last outstanding thing is done, so there is usually nothing for you to press.

Hold. The 30 minutes a client's chosen time is reserved for them while they work through the booking flow. A countdown pill reads Slot held. If they do not finish, the time goes back on sale.

Expiry. The longer deadline on an unpaid booking, set per service as Expire unpaid bookings after and starting at 24 hours. The clock starts when the client opens the payment step or reports a manual payment. If it runs out, the booking becomes expired and the slot reopens. An expired booking cannot be confirmed later, even if the money turns up. You create a replacement instead.

Booking page. Your public page listing every published service, at /services. It has its own switch, Public booking page, which is off until you turn it on. See Your booking page.

Money and documents

Items. Your reusable catalogue of the things you charge for, under Payments → Items. Each item is a Name, an optional Description and an optional Price. Every line on an invoice is picked from this catalogue, so the names you use stay the same and you are not retyping "Wedding coverage" every time. The item picker on an invoice line carries its own Add item button, so you can add a missing one without leaving the invoice.

Add-ons. Optional paid extras. On a direct-booking or mini-session service, add-ons appear in the booking flow as a plus-and-minus quantity stepper, and you can cap how many of each a client may take. On a proposal, add-ons are extras the client can take or leave. Add-ons are set up per service or per proposal. They are not the same thing as items.

Client choices. A named group of options on a proposal where the client picks exactly one. You add one from the proposal's Items section, alongside Included item and Add-on. The public page labels it "Pick one of these options". This is how you present two or three levels of coverage without sending three separate quotes.

Proposal. One link that carries everything you are proposing: the items, the add-ons, the client choices, the payment schedule, and usually the agreement. The client reviews it, makes their choices and accepts. Accepting locks their choices, creates the contract if the proposal carries one, and creates the invoice if you switched Payment on. If you switched on Create a booking, the booking is created once they have signed and paid, and it arrives confirmed.

Contract. Your agreement, signed online. It can stand on its own, ride on a proposal, or be attached to a booking service so it is signed as part of booking. A contract goes from Sent to Signed when the client signs, and to Completed when your signature is on it too.

Client fields. The blanks inside a contract that only your client can fill: an emergency contact, a coordinator's name, a date. They are text or date fields, and the client types into them while they are signing. They are not the same as variables, which CoreHue fills from what it already knows. See Auto-filled details and blanks.

Questionnaire template and questionnaire request. A template is the reusable form you build once, under Templates → Questionnaires. A request is one copy of it sent to one person, under Documents → Questionnaires. A request keeps its own copy of the questions, so editing the template later never changes a form somebody already answered.

Intake form. A public form you publish and link to yourself, under Contacts → Intake forms. Someone filling it in creates a contact and opens a message thread carrying every answer. Unlike a questionnaire, you do not send it to a named person. You put the link where people will find it.

Galleries

Gallery. The private web page where you deliver a shoot. One link, your cover, your typeface, your colors. Galleries live under Galleries.

Chapter. A section inside a gallery, like Getting ready or Ceremony. Every gallery starts with one chapter called Featured, and you add more as you go. If your old tool called these sets, scenes or categories, chapters are the same idea.

Collection. A named set of photos a visitor stars inside your gallery, tied to their email. A client might make one for the album and one for prints. You see every collection under the gallery's Activity → Collections.

Selection request. A collection you create and address to one email, with a brief and an optional maximum, so the client knows exactly what to pick and how many. You make one from Selection requests in the gallery editor's chapter sidebar. Five ready-made ones are offered: Album picks, Retouch list, Print order, Sneak peek and Favourites.

Gallery password. One password shared by everyone who opens the link. Set under the gallery's Settings → Access.

Client password. A second, private password for your client alone, switched on with Client access. It can also unlock chapters that guests never see. A gallery can have both passwords, one, or neither.

Download PIN. A four-digit code needed before anyone downloads. Every new gallery gets one, switched on. That is the single most common reason a client says downloads are not working. Check it under Settings → Downloads, and send it with the link.

Messages and your account

Messages. The section where all client email lives, under Messages. It is not a mailbox of your own. It is the record of what you and each client have said to each other. Threads are filtered by All messages, Unread, Archived or Bin.

Conversation. One thread with one contact, with a subject and every message in it. A conversation can start from an inquiry, an intake form, a document you sent, or you writing first. Replies come back into the same thread, including replies you send from your own mail app.

Template. A saved starting point you reuse. CoreHue has three libraries, all under Templates: contract templates, questionnaire templates and email templates. Using a template copies it. Changing the template later never rewrites something you already sent.

Reminder and notification. A reminder is an email CoreHue sends your client, chasing an unpaid invoice, an unsigned document or an upcoming session. A notification is CoreHue telling you something happened, in the bell in your header and by email if you want it. Reminders are set under Settings → Reminders, notifications under Settings → Notifications.

Core and Pro. The two plans. Core gives you 100 GB of storage, five published booking services and one currency. Pro gives you 1 TB, unlimited published services, several currencies and priority email support. See Core or Pro.

Your CoreHue URL. The web address every public link hangs off, yourname.corehue.co, chosen during setup. The field is called Your CoreHue URL, under Settings → Profile. Changing it breaks every link you have already sent.

Custom domain. Your own address, like photos.yourstudio.com, connected under Settings → Domains. Everything works the same way on it. Only the front of the address changes.

Still not sure what something does? Your public links shows what each address looks like, and Statuses at a glance explains every state you will see.