Avis clients sur Iris Works

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.

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!!!

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.

I loved how the company transferred my clients data into their system for me. They have an easy to use platform and it allows you choose what type of sessions you offer in a customized look. It has good customizable email templates and makes them look very professional, which saves time.

That the contact page does not allow you to require a phone number. It also is not trackable by google ads or google analytics. I also wish they had an app for you phone as well.

I like having my scheduling, contracts, invoicing and email workflow information all in one place. Iris helps me look like a well organized professional to my clients.

There are some features that could use some improvement. Invoices seem to pull and be noted on their creation date, which is a huge problem for accounting purposes. Nothing matters until payment is collected, thus payment date is most important to track.

I would like to see scheduling opportunities, not promises of it.

Payment integration is ok but a bit clunky when relying on invoice tracking mentioned above. Invoices should be able to be connected to the initial contract email so clients aren't receiving multiple messages at once.

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 the ease of creating email templates and attaching documents. Creating products and pricing is great! The customer support is fantastic.

I would like to assign a category to my clients (ie Senior, Family, Wedding) so that I can more easily send group emails. Maybe there is a way to do this and I just haven't figured it out. I'm intrigued by the addition or incorporation of a scheduling app into the program.

I like the quickbooks integration. I can have my iris works side and integrate everything with a simple click of a button and still keep everything separated.

I do not like how you cannot add payment plans to customer invoices. There should be a way you can go in and make a payment plan without having to make multiple invoices or submitting a payment, taking away the payment for the next payment, etc.

The ability to keep it all in one place. Before iris I had a pretty poor system for keeping up with info and as my business grew and my husband came in to handle the client side we had to make a change and I'm so glad we did

I wish there was a Mobile app so that when not at the computer it a little easier to log on an app and get client info sent while sitting on the sofa

I was a full -time legal secretary / photographer working 80 plus hours a week and there was no way to keep up until I discovered IRIS Works. I thought I was going to have to hire someone to work my back office and now it run's itself.

techincal support needs call in number. Hands-on terminal support needed

The fact that I can check into it anywhere from any computer. I can add new clients so easily and refer back to them as needed over time!

I wish that the questionnaires allowed you to create unique email templates per each questionnaire instead of one generic email. It's very time consuming to have to go in and tweak each one depending on the questionnaire.

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.