Preferences
Customizing Your Dropdowns
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
Go to Setup > Preferences
Find the list you want to edit (e.g., Account Status or Event Type)
Click New + in the section header
Enter a name (e.g., "High School")
Pick a color — this adds a colored badge to that option in your list views, making it easy to scan at a glance
Account Dropdowns
Account Status
The current standing of the account with your studio.
Active
Clients you're actively working with
Prospect
Potential clients or leads
On Hold
Clients paused or waiting on next steps
Lost
Clients that did not move forward
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:
Primary, Shipping, Billing
Contact Dropdowns
Contact Title
The person's official job title at their organization.
Suggested values:
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:
Primary, Scheduling, Yearbook, Data
Event & task dropdowns
Event Type
The specific category of the photoshoot.
Suggested values:
School Portraits, Senior Portraits, Graduation, Sports Teams, Clubs & Groups
Event Location
The environments or venues where your studio provides services.
Suggested values:
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
Employee dropdowns
Employee Title
Their official title at your studio.
Suggested values:
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:
Event Supervisor, Driver, Data, Posing
Global Tags
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:
VIP, New Client, Season 2025-26
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.
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