> For the complete documentation index, see [llms.txt](https://schedulink.gitbook.io/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://schedulink.gitbook.io/help-center/setup-and-configuration/preferences.md).

# Preferences

ScheduLink is built to match how your studio actually works. The Preferences page is where you define the options that appear in dropdown menus throughout the system — things like account statuses, event types, and employee roles.

Set these up once at the start. Everything you add here becomes available across accounts, events, contacts, and staff records.

***

### How to add an option

1. Go to **Setup > Preferences**
2. Find the list you want to edit (e.g., Account Status or Event Type)
3. Click **New +** in the section header
4. Enter a name (e.g., "High School")
5. Pick a color — this adds a colored badge to that option in your list views, making it easy to scan at a glance

<figure><img src="/files/2e854j1NvbpstgbLQU52" alt="" width="563"><figcaption></figcaption></figure>

<details>

<summary>Account Dropdowns</summary>

### Account Status

The current standing of the account with your studio.

<table><thead><tr><th width="220.0234375">Value</th><th>Description</th></tr></thead><tbody><tr><td>Active</td><td>Clients you're actively working with</td></tr><tr><td>Prospect</td><td>Potential clients or leads</td></tr><tr><td>On Hold</td><td>Clients paused or waiting on next steps</td></tr><tr><td>Lost</td><td>Clients that did not move forward</td></tr></tbody></table>

#### Account Type

Categorizes the organization so you can filter by market.

Suggested values:

* Elementary School, Middle School, High School, University, Corporate, Sports League

#### School District

Groups accounts together by region or administrative body. Add the districts your studio serves.

#### Address Type

Identifies locations used for shipping orders or conducting photoshoots.

Suggested values:&#x20;

* Primary, Shipping, Billing

</details>

<details>

<summary>Contact Dropdowns</summary>

#### Contact Title

The person's official job title at their organization.

Suggested values:&#x20;

* Principal, Vice Principal, Office Administrator, Teacher

#### Contact Role

Defines the function this person serves for your studio — for example, who do you call about scheduling vs. who handles yearbook orders.

Suggested values:&#x20;

* Primary, Scheduling, Yearbook, Data

</details>

<details>

<summary>Event &#x26; task dropdowns</summary>

#### Event Type

The specific category of the photoshoot.

Suggested values:&#x20;

* School Portraits, Senior Portraits, Graduation, Sports Teams, Clubs & Groups

#### Event Location

The environments or venues where your studio provides services.

Suggested values:&#x20;

* On-Campus (Indoors), On-Campus (Outdoors), In-Studio

#### Task Type

Categorizes to-do items by department or phase.

Suggested values:

* Pre-Production, Editing, Sales, Logistics

</details>

<details>

<summary>Employee dropdowns</summary>

#### Employee Title

Their official title at your studio.

Suggested values:&#x20;

* Photographer, Lead Photographer, Studio Manager, Studio Owner

#### Employee Role

The functional role they play in your team. Often linked to skills and used when assigning staff to events.

Suggested values:&#x20;

* Event Supervisor, Driver, Data, Posing

</details>

<details>

<summary>Global Tags</summary>

Tags work differently from dropdowns. You can apply multiple tags to a single account, contact, or event — and they work across all modules.

Use them for anything that doesn't fit neatly into a single dropdown: seasonal campaigns, client tiers, special handling notes.

Examples:&#x20;

* VIP, New Client, Season 2025-26

</details>

> **Tip:** You don't have to add every option upfront. Start with the values you use most. You can always add more as your team's needs become clearer.