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Getting Started
Data Migration
Booking & Order Forms
Scheduling
Orders & Clients
Invoicing & Payments
- Invoicing & Payments overview
- Getting Paid: How Payments Work
- Accepting Online Payments with Stripe
- Accepting Card Payments with Square
- When Clients Pay — Payment Timing Options
- Creating & Sending an Invoice
- How Invoices Work — Statuses & Lifecycle
- Deposits & Balance Invoices
- Pay-to-Download — Gating Media on Payment
- Recording Cash, Check & Other Manual Payments
- Sales Tax on Photography Invoices
- Invoice Reminders & Overdue Invoices
- Credit Notes & Write-Offs
- Refunding a Client — Full & Partial Refunds
Media Delivery
Property Websites
Client Portal
Integrations
- Integrations overview
- Connecting Your Tools
- How Connecting an Integration Works
- Dropbox Sync: Setup, Permissions, Auto-Import
- Hosting Property Videos on YouTube
- Client Video Review with Frame.io
- Sending Client Emails Through Gmail
- Embedding 3D Tours and Video
- CubiCasa Floor Plans: Order, Scan, Deliver
- Syncing Orders to HubSpot
- Google Tag Manager on Order Forms
- ChatGPT Ads Pixel on Order Forms
- AI Connections: Claude and ChatGPT
Team Management
Analytics & Growth
Orders & Clients
Create and manage orders through every stage from booking to delivered, and keep a client record that remembers what each agent has ordered.
5 guides · updated
Start here
How Orders Work How orders work in Spatiko — the stages a shoot moves through, what you can edit after booking, and how client records track agent history and billing.More in Orders & Clients
- Creating an Order Manually Book a shoot by hand in Spatiko — capture the client, property, services, sessions, discount, and travel fee in one flow, then send an order confirmation.
- Managing an Order Edit a booked order in Spatiko — update line items, apply discounts, travel fees and tax overrides, add file deliverables, and cancel or archive.
- Agents, Sellers, and Billing Contacts Put more than one person on a Spatiko order — listing agents, co-listing agents, sellers, and brokerage billing contacts, each with their own delivery link.
- Client Records Manage your clients in Spatiko — a lightweight CRM for real estate agent contacts, with client history, billing, and reusable editing preferences.