Iris Works Erfahrungen

It's easy to set up and use. Quick for me to set up a client and send an invoice as well as easy for my clients to pay.

I wish it had a few more features. When it comes to doing my sales tax if there were more ways to sort the months and categories that would be helpful. Also if there was a way to put in appointments and then send text reminders to clients automatically that would be amazing!

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

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.

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 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.... ;-)

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.

Iris is super easy to use and good value for what you pay. I like that all of the automatic emails and workflows are customizable. The automated email system works great and saves me so much time!

I wish that the system came with a more mobile-friendly app. I like that I can access my online account on my phone, but it can be cumbersome to use and I think if there was an app specifically designed for using on your mobile phone it would make using the system on my mobile phone so much easier.

Iris Works allowed us to bring up our level of professionalism while simultaneously simplifying everything.

One time, Iris-Works had a glitch and would not load. I tried to contact them to see how long it would take to get the program up and running, but I had trouble reaching anyone by phone/email. It was pretty time sensitive because the program contained all of our couple's contracts and contact information. It was a good reminder to diligently back everything up.

It's easy to use- makes sense in my brain. Other softwares were just too difficult to figure out how to use.

I'd like to be able to send an email through Iris without having to "generate" one. I like to keep track of all correspondence with our clients through the software.

My biggest complaint is NEEDING AN APP! PLEASE!!!!! Yes, I can log in from a browser on my phone, but its such a pain!

A way for our clients to schedule themselves online would be awesome as well as a way for them to pay for their appointment without us having to send an invoice. For example, Ms. Smith would like to book herself Monday at 4:00 pm for a headshot session. Deposit the amount. Payment has to be made then before she can complete her booking.

Because of these major items, I'm looking at other studio software that would allow us to do all these things.

Iris has streamlined my client experience when booking. Automating things has made my life so much easier and I feel as though my business looks more professional with such a streamlined booking process.

There are a few things I wish that I could do that Iris isn't capable of yet. However, they are constantly adding more features!

I love every single feature, I love that I can see how much income I brought in last year so I can see how I'm doing this current year in relation. I love the invoicing, and how easy my workflow is!

That clients can't make payments toward a lump sum. So if a wedding client wants to pay off part of their balance I have to send an invoice for that exact amount instead of letting them pay what they want as they go.

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.

Easy to use, has questionnaires, you know when some has read a contract and sending invoices are simple.

I really don't have a con(s) about this software, but what I would really like it if I could send line item invoices showing, reservation fee paid and the new balance owing. Or if someone is on a payment plan having automated invoices generated in which also shows past payments with the new balance owing.

Another thing I really would like if after a session I could send out a review of services to a client to ask who they enjoyed their experience.

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

Contracts, client info, I like that I can send questionnaires and then easily refer back to the questionnaire before the session to make sure there isn't anything I'm missing.

I wish there was a better app process as well as emailing clients without using a specific session, just if I need to send them a quick email or if I wanted to email ALL my clients about a sale.

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.

I love the ease of figuring out how to set up. The invoices are very simple and easy to compose. The price is very affordable.

Because there's multiple people using this I wish there were ways to assign to do's or have different lists. I wish we could email multiple clients at once because I have groups of clients that need the same email at once.

Great community and support. They always get back to me within a couple of hours and they always give you an actual answer.

Not enough features. Lack of communication about features and when they are supposed to be released.

I use to use paper files (still love paper) but having clients info and being able to save files and notes helps pull up info fast.

Pop up boxes are not eadybtonusr and don’t move. Not wnoifh “note”’sections to write about more client details. They seem to never be fully upgraded and big downfall is they are adding services with extra costs.

The software is easy to use and has 99% of what I need - but they are constantly updating it! The invoicing is easy & slick for my clients. Being able to send pre-written customised emails easily is the best feature for me - it saves me so much time!

It isn't perfectly adjusted for the UK - so the currency is in dollars & the date is backwards. I would like the updates to come in a little faster on that.