Avis clients sur Iris Works

Iris allows me to stop stressing about something falling through the cracks. With so many balls in the air, I was constantly worrying about forgetting things or making a mistake. Between the automated workflows that gives me confidence that all of my emails are going out on time, the to do list items, so I know I didn't forget a deadline, to the templates that save me so much time! I love that the entire site is mobile optimized and that I can run my business from my phone if I have to. I have every piece of information with me no matter where I am, giving me the ability to provide quick answers and great customer service without having to wait until I get home to my computer.

IRIS has also saved me a lot of money! I would have had to hire an assistant long ago, if I didn't have IRIS to automatically do much of the behind the scenes tasks. In fact, there are SO MANY little things IRIS does, that I actually have more confidence that they are being done, on time and correctly, than I would if it were a real person doing them. lol

This software allows me to have a running to-do list and send contracts, and invoices with ease. Before I was creating and sending (and often making mistakes due to rushing) after my full time job as a teacher. Now, with the help of templates I can book brides, seniors, newborns with a few clicks.

Also, when I first toyed with the idea of using this software I wanted to see how my clients would interact with it first. So during my time at The Reset Conference the gentleman working the booth for Iris made a fake account and let me see emails, invoices and questionnaires as if I were the client. I was sold!

Moving into a new system is hard. I found myself staying up late for about 2 weeks, during my offseason and making templates, workflows, and just getting my "studio" ready. This took time, but was so worth it in the end. I also still with the invoices would let us require partial payments (much like PayPal) but I have been told they are working on it.

I like that I can go to one place for all of my needs.

It isn't intuitive - some of the functions are difficult to figure out. I wish making a workflow was more streamlined and easier. I wish I could use workflows but I can't because I have to add my client's name to the emails and contracts that go out, and there isn't a way to edit that information when using workflows (not that I could figure out anyway). I guess I like a lot of the functions, but they just aren't there yet. There are lots of bugs that I've run into, and I just wish it was easier to use. Right now when a client books with me, I have to schedule the appointment in my calendar. Then I have to send them a thank you for booking email, contract, and invoice. And all of these are separate steps. It takes me too long to do what should be a quick, simple thing.

I like being able to create client profiles, and being able to add notes for each session as well as be able to look at that client's history. I really enjoy the ability to attach a form and contract to emails for my clients and keeping those on file as well.

There has been a couple features missing to make my workflow more efficient that I have made requests for with Iris Works and they haven't been created it. My biggest drawback is not being able to access my client through the calendar. For instance - when I click on a session I can see my client's name but to access that client's profile I have to leave my calendar to the client section and search that client to see additional information such as the form my client filled out for that session. I would like to be able to click on a session from the calendar and access that information more efficiently - especially for the days I have multiple clients.

Iris Works was so easy to set up and start using right away. I use it to track my clients information, invoices, products and schedule. I love that you can send attachments, contracts and invoices to my clients. I can set up email templates and then go back and use it again and again. Love the value!

I wish the lead default did not pop up when I go to my clients...I wish it showed only my active clients right away. I also wish it had a wall display configuration, but for the ease of use and set up there is a wonderful value. I wish it also had a place to put expenses so you can track both income and expenses. Right now, it is income only, but it does integrate with Quickbooks.

I love the layout of the software, and the client management system is perfectly suited for my medium-volume studio. It's great to be able to have automated emails, invoicing, calendar, and client info all in one place. I also love that it syncs with Shootoroof, PayPal and Square, and my google calendar.

It really, really drives me crazy that I can't schedule invoices or create recording payments. About half of my clients are on payment plans, so I have to use either Square or PayPal invoicing to schedule future invoicing, it's messy and confusing and screws up the accounting feature on Iris works. That's my one real complaint, however.

I think there's room for improvement in terms of design options for email (correctly very limited, I can't customize to look like the rest of my marketing) and it would be nice to not have to create an email template on a separate screen when scheduling automated emails, but those are minor annoyances.

PLEASE FIX INVOICE SCHEDULING!!!

Online scheduler was easy to use
customized workflows

level of customer support and communication
multiple issues with software performance with no resolution

There are many features that I love about Iris however, my three favorites are the scheduled emails! I love knowing that my clients will get the email reminders prior to their session. I can schedule Multiple emails to go out at various different times to get them thinking, planning and getting ready for their session. I also love the customizable questioner that you can send to your clients- I love how it keeps them organized with the client so I can see when and if they have completed them. Lastly, I love the adding attachments feature to the custom emails! Makes it very professional and concise!

I wish there was a scheduling calendar option that clients to see what availability I have, then book on that!

The exceptional customer service is what really sold me on the software. Anytime you start working wiht something new - there is a learning curve. The people at Iris Works are always available, helpful and super friendly when one needs help. The speed at which a request for an option was put into reality was mind-boggling. I always recommend this software whenever a colleague is asking for studio management software. Everything is together, invoicing, contracts, contacts, questionnaires. And it's so easy to use.

I still have to search for items like my billing cycle or the last invoice from Iris works to me, when does my contract expire.... When I find it - I understand why it is where it is, I just have trouble finding it in the first place. I guess because I don't need it very often.... ;-)

What’s not to like??? I couldn’t function without Iris!!! I can manage my shoot schedule, communications, online galleries & invoicing all in one place. It easily connects to my iCalendar, Shootproof, & Square! Email templates and automated workflows save me so much time.

The only downside is the initial set-up; it does take some time to get all the existing client information entered. That would be a downside to implementing any client management system, not just Iris.

Managing clients with their info, scheduling tasks, and keeping everything organized. I use to use folders with manual entry and this way better. I like to look up client info even when i'm not in my office.

to get around on the site it's annoying..I wish there were more tabs to get back to certain areas. Plus I'm ALWAYS having to relink Quickbooks and add in my products over and over which stinks a ton of time. Not sure where the problem is there with Iris or QB but I hate to use PayPal for invoicing so that's why integrate with QB.

I also hate that there is no separate area for leads they just go into the pile and you can not sort them for follow up.

The product was a game changer for me when I was switching for the first time to a CMS, helps alleviate loads of otherwise time taking tasks.

As I've used it for a long time now it's not growing with me as I'd like it too. I find that I am using Evernote and Trello and Calendy AND Iris when I'd like to be just using one platform to manage my clients. The hardest things for me are non-customizable things, such as specific timing on items, as well as actual task lists and due dates that are managable. Plus I find it's only usable on a computer - would love to be able to access it more redily on my phone.

I love how easy and quickly I was able to integrate the software into my business. I was up and running very fast and it was easy to get help from the support team. I love how I can integrate all my calendars! I also really like how easy it is to keep client information all together...their contracts, questionnaires, invoices and everything all in one stop! I also really like the automation side of things with emails and more!

The financial side of things is weak. I wish I could track my business expenses and mileage. I also wish I could use this as an app on my phone too. Last, I wish I could reply to emails sent out through the software.

I like that is it easy to use, didn't take too long to set up and is made specifically for my industry. My favorite features are the email templates and workflow by session type, along with the automated emails. I have saved SO much time and effort by automating things and my clients have praised me level of communication.

The software is pretty simple and there are some basic features missing, like being able to sort client list alphabetically, or being able to click the assigned client in the to-do list and going right to their profile. Also, it seems like it takes a long time for them to roll out new features and fixes to common requests.

The booking features including work flow, questionnaires and contracts. The business side of my business has never been so easy. I feel like I can stay on top of tasks without anything slipping through my fingers under the radar. Totally game changer.

I still haven't figured out invoicing through Iris but that's probably user error and lack of trying. I also haven't used the goals metrics yet. Overall I'm very happy with everything Iris has to offer!

I like that iris works is all in one. It keeps almost all of my client info/buisness info in one place. Easy to use, and everything is branded with my company logo, so it all looks so professional and cohesive. I also LOVE the new booking feature.

I wish it integrated more with shootproof for galleries, or had its own galleries to use so it would truly be all in one. It connects clients to galleries, but not to any purchases the client makes through those galleries. If this could be done, and maybe also add in a section like quickbooks for tax purposes omg it would be absolutely the perfect software. I would pay more.

I love how simple and clean it is. It's so easy to read, and manage, and keeps me organized! Love Iris Works! I also love the fact that she is so easy to communicate with, and always responds in a timely manner! I appreciate the customer support so much, it means the world to me!

Would love to not have to sign in every time because I'm lazy :) also would love a phone app where it was quicker access!

Everything is super user friendly. Setting up all of your forms, emails, contracts, etc is so simple and easy to do. You can save it and hop back to it later if you need to. It literally only took me one evening to get everything up and going. I had to email customer service for something and they almost immediately replied and was super helpful. The new booking feature is a God send!! Seriously love this new feature!

My only real suggestion for improvement would be able to see all of my projects in one place. I feel a little blind sided on having access to what I have scheduled other than having to search through my calendar. This would really be the icing on the cake for me!

The amount of time it's saved me with email inquiries and the way I am able to tie it all in with my branding

the inability to rearrange the to do list. The fact that it doesn't merge contacts automaticly when its a repeat inquiry or an already existing client. The inability to delete more than one client at a time or move them from inquiry to client at one time

Iris Works has saved my time and my sanity! Before Iris Works I was managing multiple software accounts for my business. I was spending so much time on the computer sending emails and less time doing the job that I love! Now, all the programs I used to manage separately are in one place! My favorite feature of Iris Works is their automation of workflow. I can now send my emails to my clients automatically. Taking this time sensitive piece out of my workflow has been a game changer for my business!

Create the ability to directly send a questionnaire to a client without having to add it to an email template.

Iris is s `one stop shop and has easy integration features with calendars, quickbooks (although a separate fee)
Updates to invoice export
Workflows and automation

Invoice organization - would be helpful to view by month or quarter. Ability to easily use same invoice for multiple payment (i.e. deposit and a package paid in installments)

I love how clean, simple, and organized this software is! It's very easy to use. My contracts and invoices sent to clients look nice and professional.

At first, it was hard to navigate the studio side of things, but like all things practice makes perfect. I would love to be able to customize the "to do" side of things too. There are things on that list I'll never check off. I also wish they would run some specials here and there. Otherwise it's great!

That it houses all my must have right in the same place. I can keep up with all my client's information and need to know stats.

That there isn't a functional app for the software yet. The online version is ok but a lot of features mess up for me while using them on the online app.

I love the ease of sending contracts, what to wear guides and questionnaires. My communications are efficient, consistent and professional.

I wish it integrated to Quickbooks Canada as it does for Quick Books USA users to enhance my business efficiencies.

I love that I can easily automate messages and emails for my sessions and automate so much of my workflow. It makes my daily tasks so much easier to handle plus I love that it tracks tasks and my calendar!

I wish it was linked to Quickbooks so that I can take deposits there I still have to send invoices though quickbooks and I just wish it would be linked to my account.