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How to create your Session Types

Session types are the services your clients can book again and again — Family, Newborn, Branding, Seniors, Weddings, Studio Portraits, you name it. Once you set one up, Session runs your whole flow for that service: client picks a time, chooses their package and any add-ons, signs your contract, completes your questionnaire, pays… all in one booking.Clients actually complete all steps of the booking process while booking. Imagine that!

1. Go to Session Types

  1. In the top nav, go to Manage > Session types.
  2. Click New session type (or open an existing one to edit).

2. Add the basics

  • Name – what clients will see (e.g. “Family Session”).
  • Description & images – optional but great for your Booking Site.
  • This is the info that makes the service look polished and “bookable.”

3. Set packages & fees

Inside the session type you can decide:

  • How you want to collect money
    • Collect entire fee during booking
    • Collect a retainer during booking (Session will send the balance reminder)
    • Collect fee outside of Session
  • Single package or multiple packages
    You can offer one package or multiple, but not both for the same session type.
  • Gallery delivery
    Choose Final edits or Soft proofing so gallery delivery is already wired into the booking.

4. Add contracts & questionnaires

Attach the things you always need for this service:

  • Contract (and even a second contract, like a model release)
  • Questionnaire
  • Post-booking questionnaire

Because they live on the session type, every future booking of this service will automatically include them — no chasing invoices, manually sending contracts and questionnaires.

5. Email communication

At the bottom you’ll see Email communication. Here you can override your global emails just for this service:

  • Booking confirmation
  • Session reminder
  • Session follow-up

Perfect when, say, a Newborn session needs extra prep instructions but your Headshots don’t.

6. Additional properties

Click Edit under Additional properties to control:

  • VisibilityPublic (shows on Booking Site) or Private (hidden, share link only).
  • Location – set a default if this service is always at the same place.
  • Require Date – make clients pick a date now, or let them book and schedule later.
  • Remaining Balance Due – if you took a retainer, pick when the rest is due (e.g. 3 days before session) and Session will handle it.

These settings are what make a session type feel “ready for clients.”

7. Save it and make sure you have availability

Session type = what you offer. Availability = when you offer it. After creating your session type, make sure your calendar/availability is set so clients can actually pick a time.

See: How to set up your availability.

 

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