With Zenfolio's Mobile Experience, there is no need for a standalone mobile application to access and manage your account on your mobile device. The Mobile Experience is designed as a mobile-first experience ensuring that all aspects of your account is optimized for seamless mobile usage.
How to Access the Mobile Experience
To access the Mobile Experience of your Zenfolio account, all you will need to do is open your preferred mobile browser on your mobile device and go to zenfolio.com.
Use the 'hamburger' menu icon in the top-right corner of the Zenfolio homepage and tap on the Log In button.
You can also go directly to the log in page here: mobile.zenfolio.com/login
Add the Mobile Experience to Your Home Screen
While there is no standalone mobile app for your Zenfolio account, you can still add the Mobile Experience to your mobile device's home screen so that you can access it as easily as an app!
Adding to Home Screen on iPhone Devices
- To do this, first log into your Zenfolio account through your Safari mobile browser.
- Once logged in, looking at your account Dashboard, tap on the
Share button at the bottom of the screen.
- From the Share menu, scroll to the Add to Home Screen option and tap on it.
- You can then customize the name that will appear under the Home Screen icon.
- And then tap Add.
Adding to Home Screen on Android Devices
- To do this, first log into your Zenfolio account through your mobile browser (in most cases on Android this will be Chrome).
- Once logged in, looking at your account Dashboard, tap on the
ellipsis icon in the top right-hand corner of your browser window.
- Select Install App from the menu that appears.
- Tap on Install. The Mobile Experience will be added to your device with an app icon.
- Open your device's app library (swipe up from the very bottom of the screen) and locate the now added Zenfolio icon.
- Tap and short-hold the icon to pull up the option to Add to Home. Or you can Tap and long-hold which will allow you to drag the app onto your Home screen.
Getting to Know the Mobile Dashboard
Your mobile Dashboard provides a starting place after logging into your Zenfolio account. On the Dashboard you can use the options provide for quick access to your Account settings, Orders, Notifications, Galleries, and more.
Account
In the top right-hand corner of your mobile Dashboard, tapping on the Account icon will give you access to your account settings and the ability to log out of your account.
Within your account settings you can access and manage information related to your Account like your business information (name, address, contact), account password, Shoot Types, Watermarks, Logos, and connected payment processors.
You can use the Billing area to update your account's billing information, and the Domain & Social area will allow you to connect a custom domain and social network links.
Orders
Accessing the Orders area will give you quick access to viewing and managing pending orders for approval, as well as viewing completed orders if you need to look back to orders that have previously been completed and delivered to the clients.
Notifications
Orders, Bookings, and Comments are all things that you should act on quickly to ensure that clients that have submitted these are taken care of in a timely manner. Through the Notifications area of your mobile Dashboard, you will be able to see orders and bookings that are needing approval, as well as comments that you've received that need responding to.
When you have a notification to view, the bell icon will receive an orange dot
indicating that you have new notifications. You can then take action on these notifications by tapping on the notification bell and choosing a notification item.
Galleries
Through the Galleries area of your mobile Dashboard, you will be able to access and manage your Galleries – uploading, adjusting access settings, creating new Galleries, viewing visitor activity will all be accessible through the Galleries area giving you the full
For more information about managing Galleries through the mobile experience, click HERE.
More
Accessing the other areas of your account not available through the main icons menu on your Dashboard can be done through the More area. Here you will find access to the previously mentioned areas in addition to the full Selling area, Reports, CRM, BookMe (Bookings), the mobile Website editor, your Blog posts, as well as Add-ons and access to our Support Center.
Please Note: While the mobile experience aims to provide a mobile-first experience, there are some features of your account that will require the use of a computer. For more information about what features you'll need to manage on a computer, click HERE.
Managing Galleries on Mobile
To manage your Galleries through the Mobile Experience, tap on the Galleries icon at the bottom of the screen.
From the Galleries page you will be able to:
- Search for Galleries.
- Add a Gallery.
- View how many total Galleries, Photos, and Videos you have uploaded.
- Seeing your Recently Uploaded/Modified and Top Active Galleries.
- And ff you'd like to view more of your Galleries, swipe left on the thumbnails on this screen until you get to the end of the list of the thumbnails. Tap on View More or View All Galleries.
Creating and Uploading to a New Gallery
- From the Galleries section, tap on Add A Gallery.
- You'll need to give the Gallery a Name. Some optional information you can add are shoot date, description, and keywords.
- Then tap on the
orange arrow.
- Next, select the Gallery Preset you want to apply to the Gallery, and choose the Shoot Type associated with the photos that will be uploaded. Both of these options are required.
- Tap on the
- Select which Folder Location you want to place this new Gallery in. Tap on the > icon next to a Folder to open it, and then tap on the Folder you want to add the Gallery to.
If you need to add a new Folder, you can use the Add Folder option at the top of the Folder list. - Tap on the
- Now you'll be presented with Upload Options for this new Gallery. Choose whether you want to skip or allow duplicates, whether or not you want to apply a Watermark and if so which Watermark will be applied. Tap Continue.
- You can then choose to add content from your mobile devices Camera Roll or you can upload from your Instagram. Choose where you're uploading from and then select the photos or videos.
Managing A Gallery After Uploading
- To manage the Galleries that you've created and uploaded to, open the Galleries section of your account.
- If you know the exact Title or a Keyword associated with a Gallery, you can use the search bar at the top of the page.
- Or you can choose from the Recently Uploaded/Modified or Top Active Galleries shown on the Galleries page. To see more Galleries from your account, swipe left on either of these sets of thumbnails. After locating the Gallery you want to manage/view, just tap on that Gallery's thumbnail images.
Once you're in the Gallery, you can access all the areas you'll need to fully manage that Gallery.
Edit Gallery Info
To Edit the Gallery Info, tap on the Pencil icon in the top right-hand corner.
You can then edit the Gallery information like Title, Description, Shoot Type, Shoot Date, and Keywords; as well as the option to Delete the Gallery.
Gallery Settings
To edit the Gallery Settings tap on the Settings tab and use the dropdown menu to select what section of the Settings you want to access. You can make adjustments to all areas of the Gallery Settings as you can on a computer. For more information about managing your Gallery Settings, click HERE.
Gallery Design
To edit the Gallery Design tap on the Design tab. You can make adjustments to all areas of the Gallery Design as you can on a computer. For more information about managing your Gallery Design, click HERE.
Gallery Activity
To view the Gallery Activity tap on the Activity tab and use the dropdown menu to select what type of activity you want to access. You can view all areas of the Gallery Activity as you can on a computer. For more information about viewing your Gallery Activity, click HERE.
Managing Selling Features on Mobile
To manage the Selling features of your account like Price Lists, Coupons, Taxes, and Selling Settings through the Mobile Experience; top on the More icon at the bottom of the screen – tap on the Selling tab.
You will be taken to the main Orders page where you can view the placed orders in your account. You can then access any of the Selling areas of your account from this page by swiping your finger to the left on the top menu bar that lists Orders, Price Lists, Self-Fulfilled, etc.
Orders
On the Orders page, which will be the first page you see when accessing the Selling area of the Mobile Experience, you can access all the orders placed through your account. Whether they're completed, processing, pending approval, or cancelled; all of your orders can be found here.
- From this page, you can use the dropdown menu to filter the orders by type of order.
- Swiping to the left on this menu will also allow you to view orders in a specific status.
- And you can further locate a specific order quickly by searching for the order number.
Once you've found an order you want to view, just tap on that order to open the order details page where you can perform actions on the order like emailing the customer, approving, or cancelling an order.
Price Lists
On the Price Lists page, you'll be able to create and manage your different Price Lists that control what products are being sold through your Galleries.
- Tap on a Shoot Type to expand the list of included Price Lists.
- Use the ellipsis icon to access the options of editing, duplicating, or deleting the Price List.
- And if you need to create a new Price List, tap on the Create Price List button at the bottom of the page.
The processes of managing and creating Price Lists are just like completing these tasks on the computer. For more information about creating and managing your Price Lists, click HERE.
Self-Fulfilled
In the Self-Fulfilled page you can create and manage your Self-Fulfilled products and Shipping methods.
- To view and edit your Self-Fulfilled Shipping methods, tap on this button at the top.
- To view your Self-Fulfilled products, tap on a Category of products to expand the list.
- Then use the ellipsis icon to edit, duplicate, or delete a product.
- And if you want to create a new Self-Fulfilled products, tap on the Create Product button at the bottom of the page.
The processes of managing and creating Self-Fulfilled products are just like completing these tasks on the computer. For more information about creating and managing your Self-Fulfilled products, click HERE.
Coupons & Campaigns
The Coupons & Campaigns page is where you can view, edit, and create coupons to allow your customers to get discounts on their purchases.
- Using the dropdown menu, you can filter what status of coupons you're viewing. For example, if you only want to view Active coupons, you can choose that option here.
- Use the
- You can also use the
caret next to a coupon to expand it and see what Galleries are included in the coupon. Tapping on the
trash can icon will remove the Gallery from being included in the coupon.
- And you can begin creating a new coupon or campaign by tapping on the Get Started button.
The processes of managing and creating Coupons are just like completing these tasks on the computer. For more information about coupons and campaigns, click HERE.
Shipping
In the Shipping page, you can select the different integrated labs available through your account to see what types of shipping they offer. You can also use the Self-Fulfilled tab to view and edit your Self-Fulfilled shipping methods.
Taxes
The Taxes page is where you can set up what type of taxes will be collected, if you're located or selling outside of the US. Use the Add Tax Rate button to add the required tax rates.
The process of managing your Sales Tax settings is just like completing these tasks on the computer. For more information about Sales Tax, click HERE.
Settings
And in the Settings page you will be able to set up the payment processors that will be used to collect payments for orders placed by customers.
- You can use the dropdown menu to jump to a certain section of the Settings page.
- Or you can tap on one of the payment processor buttons to jump to that processor, to get connected.
The processes of managing your Selling Settings are just like completing these tasks on the computer. For more information about your Selling Settings and getting started collecting payments, click HERE.
What Features Cannot Be Fully Managed via Mobile
While the Mobile Experience is aimed to provide as much access and management for your account and website as possible, there are some areas of your account that will still require access to a computer to have full management control.
For example, the Blog and the Website Customization both use our Block customization interface that can be customized on a computer. The ability to customize the appearance of your blog posts and website pages will not be possible through the Mobile Experience.
You can however still manage Blog posts and website pages through the Mobile Experience:
In your Blog area tasks like viewing, duplicating, or deleting Blog posts can be completed through the Mobile Experience.
In the Website area you can manage the order of your pages as well as changing the visibility status or deleting pages from your site. You can also change the Design settings of the website; as well as make adjustments to your Site Settings like adding a custom domain, facebook pixel, Google analytics, and unpublishing your site.
BookMe is also an area of your account that will be fully managed from a computer. However, through the Mobile Experience you can access and manage your BookMe Profile as well and the My Bookings area that also you view upcoming and passed bookings as well as controlling the invoices and information of the bookings.
The management of the services being offered through BookMe will however need to be done on a computer.